Older Adults & Families · Lesson 14
Financial Exploitation by Someone You Know
These signs do not prove exploitation. They justify a respectful conversation and, when necessary, independent professional assistance.
- Financial abuse does not always come from strangers. Potential perpetrators can include caregivers, relatives, friends, romantic partners, contractors or people with access to accounts.
- Warning signs can include unexplained withdrawals, new financial relationships, sudden secrecy, beneficiary changes, unusual loans, large cash withdrawals or someone discouraging family contact.
These signs do not prove exploitation. They justify a respectful conversation and, when necessary, independent professional assistance.
This is Lesson 14 of the Financial Scams Education Series (Older Adults & Families). Continue with Build a Family Financial Defense System.
This article is for educational purposes and is not legal, tax, insurance, cybersecurity, or law-enforcement advice. Scam tactics change. If you think you have been scammed, contact your financial institution immediately and consider reporting to appropriate authorities. Su Bella Vida is not a bank, broker, CPA, or law firm. Read our terms & disclaimer.