How can retirees protect themselves from financial scams?
The short answer
Slow down. Scammers rely on urgency and fear. Never send money or share account details because of an unexpected call, text, or email. Verify by calling the company directly, and have a trusted person or advisor you can check with. A written plan makes it easier to spot a request that doesn't fit.
Hear Mike discuss it
Reviewed by the 1.oak Financial team · Educational information, not individualized advice. Investment advisory and financial planning services offered through Advisory Alpha, LLC, a Registered Investment Advisor.
