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..

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..

Judith Heft Appointed to the Senior Services of Stamford Board of Trustees

Stamford, CT – (June 29, 2011) – Judith Heft was recently named to the Board of Trustees for Senior Services of Stamford. The organization, which has been in operation for over a century, offers financial assistance, counseling and advocacy for senior citizens in Stamford. Judith Heft & Associates recently celebrated its… Continue Reading..