Elder Abuse With A Smile

Protecting seniors against Elder Abuse is one of my most important duties as a Financial Concierge. Just this week I got to the bottom of another story of financial abuse, performed in a very subtle manner. However, there were warning signs all along the way, so I thought I would… Continue Reading..

Keeping Your Social Security Number Secure

Being vigilant about your privacy is a necessity in today’s world, and nothing is more important to protect than your Social Security number. Unfortunately, many businesses - and the federal government - are not as careful with citizens’ numbers as they should be. While colleges and universities have ceased using… Continue Reading..

Case Study: The Dishonest Landlord

“We firmly believe and are prepared to subpoena witnesses and documents to prove these facts. I do not relish the thought of attempting to evict a 92 year old woman, however, based upon practical evidence as presented above, a reasonable trier of fact will make determination in favor of the lessor.”… Continue Reading..

Communicating With Elderly Parents is Not an Easy Task

Our parents have survived a lot, in addition to raising us. As they enter their golden years, many of us are being confronted with an uncomfortable role-reversal as mom and dad become the ones who need care. Just as kids are eager to prove their independence from their parents, parents… Continue Reading..

Senior Services of Stamford

Senior Services of Stamford has been helping elderly people for over 104 years. I am proud to count myself among the Board of Trustees of this great organization. It holds special meaning to me, considering my family settled in Stamford in the late 1800's. Over the years, we have watched… Continue Reading..

Elder Financial Abuse: Lightning strikes twice

Last week I found myself, once again, wading through page after page of insurance policies in an effort to understand where a peculiar debit came from in a client’s bank account. An older gentleman, this client already had a history of being scammed. In fact, he only became my client after having… Continue Reading..

Case Study: Elder Financial Abuse

Starting in March, Social Security will require that all beneficiaries receive their payments electronically. As I was explaining this major change to some apprehensive seniors, I was reminded of how intimidating financial matters can be for them, and how vulnerable some of them are to scams. Elder financial abuse has… Continue Reading..