by Leonard Baer | Jul 20, 2026 | Articles, Financial Scams, Monthly Article
Imagine opening your mailbox and finding an envelope addressed to you. It looks legitimate. It has proper postage and even a tracking number. You open it—and there’s absolutely nothing inside. Or perhaps a small package arrives that you never ordered. Inside is...
by Leonard Baer | Mar 25, 2026 | Articles, Financial Scams, Monthly Article
Filing taxes can be stressful, and to make it worse, there are unscrupulous people who are trying to take your money. Robocalls, texts, and phishing emails from scammers are up this tax season compared to previous years, with artificial intelligence likely increasing...
by Leonard Baer | Dec 16, 2025 | Articles, Financial Scams, Monthly Article
Working with clients and their families to unravel frauds can be complicated, but an old scam has now become new again. Scams that try to take and use your social security information are on the rise. A current audit showed the Social Security Administration lost $1...
by Leonard Baer | Jun 16, 2025 | Blog, Financial Scams
She came into my office, bursting with her good news…maybe a better word is gushing. She wanted to change her estate planning and put new beneficiaries in place. She couldn’t wait to tell me that her life has changed and she has met the man of her dreams…..all in two...
by Leonard Baer | Sep 24, 2024 | Aging, Blog, Financial Scams
Recently I met with a client and she was all atwitter over the status of her love life and her new beau. She couldn’t wait to tell me that her life had completely changed and she’d met the man of her dreams…all in the course of two weeks. So I asked, “Is he...
by Leonard Baer | Jun 7, 2024 | Blog, Financial Scams, Retirement
From those thrilling days of yesteryear, the olden days or now what we say, back in the day, we aspired to be seniors. We were freshmen in high school and took some bullying, name calling, and longed for the day when we could become seniors. We would rule the word. We...
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