by Pamela Ross | Jun 8, 2017 | Financial Planning, Retirement Planning
You or a loved one are at risk of a multi-billion dollar scamming system commonly known as “Elder Financial Abuse”. More than 70 percent of the nation’s wealth is controlled by people over 50 years old – a group that financial criminals are...
by Pamela Ross | Dec 14, 2016 | Financial Planning, Retirement Planning
A while ago, our Walnut Creek investment office received an email from a client who wanted to know their account balance and requested a large money wire transfer to a third party. At first glance, this appeared like a normal request, did it not? Well, having had a...
