Blog

Who Benefits from a Daily Money Manager?

  • On : August 23, 2017

For those who are physically and mentally healthy, keeping up with day to day financial tasks such as mail review, bill pay, and overall financial organization are tasks we can typically manage on our own. However, what happens if our health changes? What if we get into a situation where it ...

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An Elder Abuse Story With A Good Ending

  • On : August 9, 2017

We all know that, sadly, senior citizens are often the targets of elder abuse. A lot of times, this has to do with their personal finances. Many have handed over their entire life’s savings to complete strangers over Moneygram, Green Dot, Western Union or over a wire transfer. For many reasons, ...

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Cases of Elder Abuse on the Rise

  • On : August 4, 2017

For those of us with elderly parents, it’s almost unthinkable that anyone would be so heartless as to take advantage of them. Yet, every year, we hear about elder abuse cases where innocent elderly people are being maliciously conned out of their hard-earned money. Sadly, this problem doesn’t ...

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The Financial Threats Faced by the Elderly

  • On : June 9, 2015

In a recent article in the Herald Tribune, reporter Barbara Peters Smith spoke with a general practice attorney named Jack Windt, who has extensive experience handling wills and trusts for the elderly. While we’re quite aware of the financial threats that face our many elderly clients, we were ...

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Senior Money Moments Can Have Serious Consequences

  • On : June 9, 2015

Getting older is a natural part of life, but unfortunately, it can also come with those senior money moments. For many people, this means momentary lapses in memory or judgment. However, it can also mean serious consequences when these issues affect one’s money. This is a great reason to have a ...

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Protection from Elderly Financial Abuse

  • On : June 9, 2015

It goes without saying that we all love our parents. This is why getting older, as a child, can often be difficult, as it sometimes means watching our beloved parents struggle. One especially challenging situation is when they’re struggling because other people are trying to swindle them for ...

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Identity Theft: 7 Signs Your Identity Has Been Stolen

  • On : June 9, 2015

While the digital age has brought us countless benefits, unfortunately, it’s also meant a number of new challenges too. One of these is identity theft, something we all need to be vigilant about at all times. Here are seven signs you may be a victim of identity theft: Bills for Things You ...

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Protect Your Identity: Some Free Advice!

  • On : June 9, 2015

We recently received one of those chain emails that, despite being a chain email, actually had some pretty useful information about simple things you can do to protect your identity – and the contents of your wallet! In the interest of helping you, our clients, better protect yourselves from ...

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Another Sad Tale of a Defrauded Senior Citizen

  • On : June 9, 2015

If you’ve been keeping up with the news lately, then it’s possible that you heard about this story of a defrauded senior citizen. Regardless, we thought it was worth sharing, because it speaks to the financial peril that faces senior citizens throughout the country, including many of our ...

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Financial Documents Used to Steal Your Identity

  • On : June 9, 2015

Even as businesses, credit card companies and banks continue to push most of their correspondence onto the Internet, the truth is that we still get a lot of paper mail piling up at home. If you’ve been a good citizen, then you’ve been dutifully keeping track of all of those credit card ...

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