Safe and Secure

10 Essential Steps for Seniors to Protect Against Financial Abuse

Fran Tarkenton, Rick Gossett

• Publisher: Regnery
• Year: 2019
• Print ISBN:
  9781621578178
• eBook ISBN:
  9781621578420
• Topic: Personal Development
• Subtopic: Consumer Behaviour

Thieves and scammers are on the prowl for easy targets who have significant exposed assets—and if you're a senior citizen who saved for retirement, you may be theperfect mark. Fran Tarkenton, the NFL Hall of Fame quarterback who became a succesful entrepreneur, has partneredwith certified public accountant and financial executiveRick Gossett to present this practical, up-to-date guideto scam-proofing your savings during your golden years. Safe & Secure will give youten specific actions steps that will turn you from an "easy" target into a "hard" target. A well-prepared senior who understands the potential for financial abuse and has taken the precautions recommended in this book is more than likely to remain safe and secure through a long and comfortable retirement. "As our country gracefully ages, we need to make sure to do all we can to protect the elderly—from their health, to their mind, to their finances. Once again, a man we all trust and respect has stepped forward and answered the call. With his simple and effective ways of explaining important concepts, legend Fran Tarkenton is doing his part to keep the elderly safe, drawing on his successful career both on and off the football field."
—SANJAY GUPTA, Assistant Professor of Neurosurgery at Emory University and CNN Chief Medical Correspondent "From helping us all recognize that we're potential targets to providing easily comprehensible and implementable solutions, Fran Tarkenton and Rick Gossett have provided an extremely invaluable and indispensable resource. Elder nancial abuse will remain a major concern as our population ages. The tools presented here can help everyone be prepared and less likely to be a victim."
—THOMAS E. PRICE, MD, former Secretary of Health and Human Services and former member of US House of Representatives

Table of contents

• Cover
• Disclaimer
• Introduction: The Crime of the Twenty-First Century—“Elder Financial Abuse”
• Action Step 1: Recognize That You Are a Target
• Action Step 2: Recognize Potential Abusers
• Action Step 3: Admit That You Are Vulnerable (We All Are)
• Action Step 4: Simplify Your Finances
• Action Step 5: Make Your Finances Transparent
• Action Step 6: Organize Your Key Financial, Medical, and Legal Documents
• Action Step 7: Protect Your Personal Identity Information (PII)
• Action Step 8: Create a Circle of Advisors
• Action Step 9: Consider Naming a Financial Caregiver
• Action Step 10: Work with a Senior-Friendly Financial Institution
• Afterword
• Acknowledgements
• About the Authors
• Endnotes
• Index
• Copyright