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..
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..
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..
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..