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Nov 05, 2015

Elder Financial Abuse: Spotting 6 Signs During Thanksgiving

Distressed senior man with adult son Ric Edelman shares six signs you should look for this holiday season to protect your loved ones from elder financial abuse.

May 04, 2015

Elder Financial Abuse Goes From Bad to Worse

A new study found elder financial abuse has become much worse. Learn what to do if you suspect a parent or another elderly person you know is being swindled.

Jan 30, 2017

Elder Financial Abuse Is Officially a Public Health Issue

Elder Financial Abuse Is Officially a Public Health Issue Ric Edelman explains what you can do if you suspect elder financial abuse.

Jan 02, 2018

Do You Need a Tax Preparer?

You turn to qualified medical, legal and (of course!) financial planning professionals. Make sure you seek the services of a tax professional as well.

Mar 05, 2014

Does Charitable Giving Make You a Happier Person?

You make donations to charity to help & because it's tax deductible. Did you know it can also make you healthier and more attractive?

Jan 02, 2018

Why Paying Capital Gains Taxes on Your Mutual Funds Isn't So Bad

How can a fund that loses money generate a tax notice saying that it made money? It seems bizarre, but this is not unusual. In fact, having to pay capital gains taxes on an investment that has lost money is the most common complaint of mutual fund shareholders...

Dec 09, 2015

What's a 702(j)? It's Not a Retirement Account

702j retirement plan, 7702 retirement plan Ric Edelman clarifies that a 702(j) account or 7702 plan is an expensive life insurance policy and not a retirement plan, despite being advertised that way.

Feb 03, 2014

Why You Must Keep Watch on Your Elderly Parents' Finances

A few months ago, a former New Jersey financial advisor was sentenced to five years in prison for defrauding a client of $1.3 million. Normally I wouldn't

Jul 01, 2015

Are You Giving Thieves What They Want?

Protect yourself from theft on social media People share news and photos by social media, but what’s posted can give thieves exactly what they want. Learn how to protect yourself.

Mar 31, 2015

Are You an Impulsive Buyer?

Impulsive buyer Three in four Americans admit to having made an impulsive purchase. Financial expert Ric Edelman explains what to do before you buy that next item.