Broker Check

Chicago Tribune

February 15, 2011
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The Chicago Tribune spotlights the financial planning experience of Peter Maris, principal at Resource Financial Group. Maris discusses financial scams targeting older investors and outlines strategies for avoiding common pitfalls. He notes that oftentimes salespeople attempt to trap retirees in investments which are inappropriate for their financial plan and objectives, such as funds that prohibit withdrawals for up to ten years. He explains, “Most things I see are salespeople selling older people inappropriate investments, programs that are designed for people in their 50s.”