Protect Yourself Against Tax Fraud This Year

My journey to becoming a Financial Concierge and Certified Money Coach started when I learned how to balance a checkbook at my parents’ clothing store. But there is another side to my profession, and that is helping people. Twenty years ago, our greatest challenge during Tax Time was to gather… Continue Reading..
An Open Letter to Adult Children of Older Americans By Judy Heft

An Open Letter to Adult Children of Older Americans

Your mom and dad are getting older. Maybe their memory is deteriorating, or they’ve lost some of their mobility and the time has come to get them some in-home care. Before this happens, though, you need to ask yourself: Do they understand the contract they are signing with the caregiving… Continue Reading..

American Hustle: Case Studies

Retirees are always prime candidates for financial scams. Scams come from phone calls, emails, faxes, and sometimes they show up on your doorstep. In this post I examine three different scams that happened to good people in real life. The Door-to-Door Salesperson An elderly client received a knock at the… Continue Reading..

This Identity Thief Will Pay Your Bills For You! (Part 2)

In my last blog l told the story of a couple I work with who had been the victims of credit card fraud. The investigation as to who perpetrated this crime is ongoing, but isn’t too early to learn some lessons about how to prevent it from happening to you.… 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..

Looking Out For The Elderly

I look out for their welfare. Unfortunately, the world is full of shady characters trying to make a quick buck off seniors, legally or illegally. That is why I had to have an “intervention” with a potential client I spoke to last week. She called me and indicated she was interested… Continue Reading..