Protecting your assets in your retirement years is of the utmost importance. Within this section, you will find tips, strategies, and resources to help you manage your money.
An asset is more than just your money. It is your car, house, and anything else that you own. Assets can also be things that don’t exist in a physical state like your contacts, health, and mind. You worked a lifetime to get them, and do not want to lose them.
There are many things that can take them from you. First, you have the obvious things like stock market losses, taxes and fees, fires, health issues, and so on. But there are less obvious things that can rob you as well. Some examples are Scams, inflation, depression, ignorance, and many others.
Below, you will find the resources needed to help. You will find retirement planning tools to keep you on track. Articles on financial products, Asset protection ideas, Insurance, money-saving ideas, and a treasure trove of other ideas relating to finances and asset protection.
I spent my whole career managing wealth for the ultra-high net worth including a couple of billionaires and have done hundreds of financial plans. From all this experience I can leave you with one simple fact that does not change no matter what your net worth is: It is not how much you make or have, it’s how much you keep!
The good news is that with prudent management and protection, you can keep and grow what you have with a high degree of certainty. Bookmark this page and keep it handy. One page, in particular, is the Scams page. People trying to scam you are getting sophisticated. Do your homework and learn how to identify, avoid, and eliminate scammers.
Tools, Tips, and Links for Protecting Your Assets
- Financial Planning
- Estate Planning
- Legal Tools and Asset Protection Trusts
- Taxes and Fees
- Real Estate
- Foreign Assets
FINRA Contact Numbers for investors who believe they have been wronged
- Securities Helpline for Seniors® 844-574-3577 (M to F 9-5 ET)
- Investor Complaint Center File a complaint about fraud or unfair practices.
- Whistleblower Tip-Line 866-96-FINRA or firstname.lastname@example.org
- Small Firm Helpline 833-26-FINRA (833-263-4672) (M to F 9-5 ET)
- Office of the Ombudsman Report a concern about FINRA. (888) 700-0028
- File a Regulatory Tip To report on abuse or fraud in the industry.
- Contact FINRA (301) 590-6500