Protect yourself and your loved ones from financial abuse

In the latest issue of KF Advisors’ ViewPoint, we explore two issues that may arise as we age, potential financial abuse and diminished financial capacity. We provide helpful hints on how to recognize possible financial fraud and the signs of diminished financial capacity, along with strategies to protect yourself and your loved ones if you encounter problems.

 

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The information provided here is for general informational purposes only and should not be considered an individualized recommendation or personal investment advice. KF Advisors is neither a law firm nor accounting firm, and no portion of its services should be construed as legal or accounting advice. If you are a KF Advisors client, please remember that it remains your responsibility to advise KF Advisors, in writing, if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services, or if you would like to impose, add, or to modify any reasonable restrictions to our investment advisory services. A copy of our current written disclosure statement discussing our advisory services and fees is available upon request or by clicking here. Please read the expanded disclosures in the linked report.