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David Holland, CPA, CFP®, hosts PlanStrongerTV™, a financial variety program featuring fascinating guests and a wide array of topics – from the psychology of money to retirement planning to estate planning. Make David Holland your source for interesting information that affects your pocketbook and helps you PlanStronger™ for your financial future.
Watch a promo for an upcoming episode below or click on More PlanStrongerTV™ to explore more previews and guest interviews from episodes of PlanStrongerTV™.
David Holland is an author and a financial columnist.
David Holland writes a weekly column on personal finance. You can read his latest column, or peruse the Archives, at www.HollandColumn.com. David has written columns on a wide variety of topics related to retirement planning and managing your personal finances. In the Archives, you will find valuable information (in plain English!) on retirement income planning, investing, life insurance, long-term care, and many more financial topics. These are issues that affect almost everyone.
Today, I’ll be discussing a financial scam that can be perpetrated by either a man or woman. In my opinion, people who commit this crime (and it is a crime) are some of the “lowest of the low.” Con artists troll dating websites, bars, and countless other places (even grief counseling groups!) in search of the lonely and emotionally vulnerable. Maybe you’ve seen it happen, or felt helpless as a relative, or good friend, has had his/her money stolen.
“Maxie,” a widow, signed up for an online dating service to find a companion. There, she met “Franklin,” a seemingly well-to-do retiree, who was in the midst of a messy divorce. When his divorce was final, Franklin told Maxie he wanted to travel the U.S. with her in retirement. A dream come true, right? He convinced Maxie to use her savings to buy a new, and very expensive, recreational vehicle (RV). The “home on wheels” was huge, comfortable and had all the latest features and conveniences. Everything was fine for the first few weeks after the purchase, but, soon, Franklin’s affection for Maxie waned. They “broke up,” and not so amicably. Maxie made several attempts to get Franklin to pay back the money she had invested in the RV, but, as you may have already guessed . . . Franklin had the vehicle titled only in his name.
David has also written two books in his Confessions of a Financial Planner series: Secrets to a Secure Retirement and How to Get Great Advice & Avoid Financial Scams. The mission of this series is to provide easily accessible information on a wide variety of topics concerning personal finance. Everyone is affected by money issues and, yet, there are few resources available to answer even the most basic of questions in Plain English. It is David's goal to write books that anyone, from any walk of life, can pick up and relate to. He keeps it simple and doesn't use industry jargon to talk over the reader's head.
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Planning is part of your everyday life. Vacations, weddings, parties – all are events you’ve taken time and effort to prepare for and organize. Your retirement should be no different … so, take just one hour to PlanStronger™. Learn more about our planning process....
Holland Financial will prepare an objective review of your current investments and financial position. Our analysis examines each component of your current portfolio to determine if improvements can be made. If everything is fine as it is, we will tell you so. Learn more about how we can help you to PlanStronger™.