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Senior Adults are targeted for all types of schemes. Use these tips to protect your elderly family members.
- Monitor Accounts - Review bank and credit card statements for suspicious charges or fees.
- Charitable Giving - Help develop a charitable giving plan that allows them to support the charities that are most important to them. Encourage them to disregard any mail or phone solicitations from other organizations.
- Investments - Know your parents financial advisors, bankers and accountants. Ask to be consulted before major changes are made.
- Monitor Mail - Monitor mail for bogus lotteries, schemes, and magazine subscription offers.
If your elderly parent would prefer a non-relative to assist them with their finances we are happy to assist.
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