Scam Alert: 4 Nasty Schemes That Target the Elderly

PLUS: Reluctant to Retire? When to Say When [VIEW IN BROWSER]( [Kiplinger Special Report]( BUILDING WEALTH [Scam Alert: 4 Types of Fraud That Target the Elderly (and How to Beat Them)]( Scams target people of all ages, but the most vulnerable tend to be older adults — and the money they lose can have a big impact on their retirement. Tony Drake of Drake and Associates explains four of the most common scams seniors should watch out for. Plus: [The Psychology of Being Scammed]( [READ MORE]( [3 Exercises Help Reluctant-to-Retire Folks Know When to Say When]( Transitioning into retirement isn’t easy for everyone — especially entrepreneurs — but Dennis D. Coughlin of CG Capital has three planning exercises to help clarify what you want out of retirement and whether you really are ready to let go. Plus: [Are You Still Chasing the Almighty Dollar, Even Though You Have Plenty to Retire?]( [READ MORE]( SPONSORED CONTENT FROM NORTHERN TRUST [Trusts and Sustainable Investing: Building the Bridge]( [These are Your 3 Financial Advisors in Your Area]( Learn how modern trust and wealth planning practices can help align sustainable investment preferences with trustees' fiduciary duties. [READ MORE]( [Should My Money Stay or Go? Employer 401(k) vs. IRA Rollover]( Employers are the newest contenders for the rollover assets from your retirement plan. Alan Vorchheimer, a certified employee benefits specialist at Buck, outlines what to consider when leaving your job and choosing whether to leave your money in your old employer’s defined contribution plan or roll it over to an IRA. Plus: [Your Secret Weapon to Help Win the Retirement Saving Battle: Roth 401(k)]( [READ MORE]( [4 Ways to Avoid Post-COVID-19 Spending Guilt]( Is a beach trip to Mexico on your mind these days? Maybe you should go for it, like wealth planner Caroline Whittaker Huggins of McGill Advisors did recently. However, she says, returning to a more normal lifestyle doesn’t mean dropping our healthy savings habits. Plus: [Thinking of Buying an RV or Motor Home? Think Again!]( [READ MORE]( [New Graduates’ Guide to Paying Off Student Loans]( Congratulations on finishing your degree! Now it’s time to study up on the best way to pay off your student debt. Saki Kurose of Insight Financial Strategists walks through the different options. Which one you pick can make a huge difference in the overall price you'll pay over the long term. Plus: [The Best Way to Pay Off $250,000 in Student Loans]( [READ MORE]( SPONSORED CONTENT FROM WISEBREAD [These Cash Back Cards Might Break the Internet]( $200 bonus offers. Up to 3% cash back. No annual fee. 0% interest for 15 months. [READ MORE]( ALSO ON KIPLINGER [How to Fail as a Landlord]( [Give Your Charity Superpowers with This Dual Strategy]( [Sign Up Free for Kiplinger's Retirement E-Newsletter to Plan for and Make the Most of a Richly Rewarding Retirement]( [Kiplinger] [Facebook]( [Twitter]( [LinkedIn]( Send this to a friend. [Click here.]( All content ©2021 The Kiplinger Washington Editors 1100 13th Street, NW, Suite 1000 Washington, D.C. 20005 Thank you for subscribing to Building Wealth, a free weekly e-newsletter where financial pros across the country share best practices and fresh tactics to preserve and grow your wealth. If you ever wish to stop receiving this service, please [click here to unsubscribe](.