Includes bibliographical references (pages 131-134) and index.
Contents:
The crime of the twenty-first century, "elder financial abuse" -- Recognize that you are a target -- Recognize potential abusers -- Admit that you are vulnerable (we all are) -- Simplify your finances -- Make your finances transparent -- Organize your key financial, medical, and legal documents -- Protect your personal identity information (PII) -- Create a circle of advisors -- Consider naming a financial caregiver -- Work with a senior-friendly institution.
Summary:
Thieves and scammers are on the prowl for easy targets who have significant exposed assetsand if you're a senior citizen who saved for retirement, you may be theperfect mark. Fran Tarkenton, the NFL Hall of Fame quarterback who became a succesful entrepreneur,has partneredwith certified public accountant and financial executiveRick Gossett to present this practical, up-to-date guideto scam-proofing your savings during your golden years. Safe & Secure will give youten specific actions steps that will turn you from an "easy" target into a "hard" target. A well-prepared senior who understands the potential for financial abuse and has taken the precautions recommended in this book is more than likely to remain safe and secure through a long and comfortable retirement. "As our country gracefully ages, we need to make sure to do all we can to protect the elderlyfrom their health, to their mind, to their finances. Once again, a man we all trust and respect has stepped forward and answered the call. With his simple and effective ways of explaining important concepts, legend Fran Tarkenton is doing his part to keep the elderly safe, drawing on his successful career both on and off the football field." SANJAY GUPTA, Assistant Professor of Neurosurgery at Emory University and CNN Chief Medical Correspondent "From helping us all recognize that were potential targets to providing easily comprehensible and implementable solutions, Fran Tarkenton and Rick Gossett have provided an extremely invaluable and indispensable resource. Elder nancial abuse will remain a major concern as our population ages. The tools presented here can help everyone be prepared and less likely to be a victim." THOMAS E. PRICE, MD, former Secretary of Health and Human Services and former member of US House of Representatives.
This resource is supported by the Institute of Museum and Library Services under the provisions of the Library Services and Technology Act as administered by State Library of Iowa.