Financial Tool To Protect Seniors From Financial Scams:  the ‘Trusted Contact Person’

Q.  My 90 year old father has a substantial brokerage account and likes to manage it himself.  Yet I worry that he could easily fall victim to financial scams.  Is there anything I can do to protect him? A.  Yes, there may be.  The Financial Industry Regulatory Authority (“FINRA”), which regulates firms and professionals selling… Read More »