Call (888) PLAN-RIC

Search Results

Sort by: Relevance Date
Filtered By:
Jan 26, 2015

A Lesson About Privacy Protection — from Ric's Mom

What’s in your wallet? If it’s stolen, you have to protect your accounts, identity and privacy. It happened to Ric Edelman’s mom; learn what you need to know.

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.

Sep 13, 2017

What We’re Doing to Secure Your Personal Information

Cyber Security In light of the recent major data breaches at Equifax, eBay and Yahoo, to name a few, many have asked what we’ve done to protect your personal and financial account data.

Feb 10, 2016

A ‘Grandparent Scam’ Victim Speaks Out

ric Edelman scam Ric Edelman shares an example of the "Grandparent Scam" and how you can avoid becoming a victim.

Sep 18, 2013

Are You Checking Your Credit Report Every Year?

Credit History Report and Score Ric Edelman explains the basics of credit reports.

Sep 01, 2015

Verify Those Fancy Credentials

Ric Edelman discusses fraud cases announced by the Securities and Exchange Commission and how to verify the credentials of a financial advisor.

Feb 14, 2014

A Common Mistake Many Are Still Making with Credit Cards

Chances are you have several credit cards. Most of us do. I have no problem with that. In fact, I love credit cards. They are great cash management tools

Jan 02, 2018

What Is a Wash Sale?

wash sale Say you hold an investment in a taxable account and you sell it for a loss. Can you use that loss to lower your taxes?

Nov 13, 2012

Avoid These Top Investment Traps

There are many investment ideas around, but not all of them are good ones. Review this list of dangerous financial products and practices and be aware!

Jan 02, 2018

When the IRS Wants You

audit by irs, being audited by irs and no receipt, audited Getting audited by the IRS? Ric Edelman discusses the types of IRS audits and what they mean for you. For more personal finance news, subscribe to our newsletters.