Retirable’s Post

Stories of families losing their hard-earned savings to fraud are heartbreaking. Reading stories like the one below evokes fear, but there are clear lessons anyone can follow to avoid these mistakes. 1️⃣ Use common sense: If an opportunity sounds too good to be true, it probably is 🤔. Be cautious of guarantees of double-digit returns or risk-free investments. These are red flags 🚩—end the conversation immediately. 2️⃣ Research the advisor: Start by checking the SEC's database (https://lnkd.in/gPb_gqvd) or FINRA's BrokerCheck. For example, a quick search for someone like Paul Regan would reveal that he was barred from the securities industry in 2004⚠️—this simple step could save you from a potential scam. 3️⃣ Investigate the firm: Use the SEC website to review the firm's registration status and compliance history 📄. For instance, firms like "Next Level Holdings" or "Yield Wealth" were not registered with the SEC. If the firm isn't registered, consider it a major warning sign 🚨—time to walk away. Following these steps could save you from significant financial losses. Many families affected by fraud—whether through high-profile cases like Madoff or more recent ones highlighted in news outlets—might have avoided disaster by taking these precautions. Stay informed and diligent. https://lnkd.in/guqQPyjA

Excellent video on the pros and cons of taking your social security benefits early or delaying them.

🔍 Insights from iiDENTIFii on Securing Pension Funds 🔍 Recently, our COO Murray Collyer appeared on eNCA to discuss the upcoming implementation of the Two-Pot system in South Africa, set for September 1st. The focus was on preventing fraud and safeguarding pension funds against threats like signature forgery, identity theft, and OTP interception. Watch the video below to hear Murray and iiDENTIFii share practical solutions for ensuring the integrity of pension funds in South Africa: https://hubs.li/Q02JlTW30 📖 For a deeper dive into the current security landscape and how biometrics can strengthen it, check out our insightful article: https://hubs.li/Q02JlQt-0. Discover how iiDENTIFii can help protect your organization with tailored biometric solutions. #PensionFunds #FraudPrevention #TwoPotSystem #BiometricSecurity #iiDENTIFii #eNCA

🎙️ On today's new episode, Casey Smith and Missie Beach, CFP®, CDFA® talk about the best age to claim Social Security, different strategies for claiming it, and the optimal time to take it if you don't necessarily need it. 🤔 #retirementgoals #retirementplanning #retirementincome #SocialSecurity #SocialSecurityBenefits https://lnkd.in/efwUw4F9

Today ID.me and Splunk are presenting our solution for preventing and detecting #pension #fraud. Jeremy Haynes, Tina Carkhuff and I will review our respective technologies and how we approach preventing fraud with human-centered consideration. #Accessibility is key. RSVP to today's event --> https://lnkd.in/gimJEK5T (if you can't make it, we'll send you the recording) This article (yes, it's another long one) delves into this topic in great detail. Our call today will focus on how we use risk-based analysis to prioritize what to work on, reduce false positives, and ensure program integrity. #Medium article --> https://lnkd.in/gxHGu4iY Many thanks to my editors, reviewers, and those who gave me their thoughts on the article. Tina Carkhuff, Audra Streetman, Alexandria Mitchell, Jeremey Haynes, Derrick Roberts, and Ryan Friess: I appreciate you! “I apologize for such a long letter - I didn't have time to write a short one.” ― Mark Twain

Eight Strategies for Deciding When to File For Social Security When to file for Social Security: [email protected] By providing links to other sites, Prudential does not guarantee, approve, or endorse the information or products available on these sites or the operators of these sites. Prudential is not affiliated with Kiplinger.

🔍 Insights from iiDENTIFii on Securing Pension Funds 🔍 Recently, our COO Murray Collyer appeared on eNCA to discuss the upcoming implementation of the Two-Pot system in South Africa, set for September 1st. The focus was on preventing fraud and safeguarding pension funds against threats like signature forgery, identity theft, and OTP interception. Watch the video below to hear Murray and iiDENTIFii share practical solutions for ensuring the integrity of pension funds in South Africa: https://hubs.li/Q02JlK5f0 📖 For a deeper dive into the current security landscape and how biometrics can strengthen it, check out our insightful article: https://hubs.li/Q02JlHHs0. Discover how iiDENTIFii can help protect your organization with tailored biometric solutions. #PensionFunds #FraudPrevention #TwoPotSystem #BiometricSecurity #iiDENTIFii #eNCA

✨Essential Strategies To Help You Secure Every Dollar You Deserve✨ Get the inside scoop on how to plan effectively and help you get the most from your Social Security: https://loom.ly/VDF8Mh8 Whether you’re married, divorced, or a surviving spouse, this episode is a must-listen. 👉Share it with your friends! #Retirees #SoonToBeRetired #BabyBoomer #Senior #RetireToALifeYouLove #SocialSecurityTips #RetirementPlanning #Retirement #RetirementAge

Before accessing your 401(k), it's crucial to understand the rules and penalties to help avoid negatively impacting your financial security. Learn more from my colleague Kristen Cordell. Send me a DM if you'd like to talk more! https://buff.ly/3Z3GEh6

Before accessing your 401(k), it's crucial to understand the rules and penalties to help avoid negatively impacting your financial security. Learn more from my colleague Kristen Cordell. Send me a DM if you'd like to talk more! https://buff.ly/3Z3GEh6