IRS Scams – Consumer Awareness July 2019

Kent Forsey, CFP® Data Breach, Identity Theft, IRS, Scams, Tax Returns

Attempted financial scams seem to happen to all of us at some point.  An awareness of the many new ways they can happen is key to making sure you don’t get pulled into them.  Identity theft and stolen funds are becoming a growing risk as thieves have devised clever methods of masking IRS communications.  Various government entities have identified some …

Leading Scams Targeting Seniors – Retirement Planning

Kent Forsey, CFP® Client Education, IRS, Scams

October 2018 Fraudulent schemes and scams have always existed but there increase and focus on the elderly is troubling.  The National Council on Aging estimates that nearly 1 in 10 Americans over the age of 60 experiences some form of financial elder abuse. IRS Scams – Callers claiming to be IRS agents often call unsuspecting seniors at home, accusing them …