A Cautionary Tale About Retirement

In addition to my business as a Financial Concierge, I volunteer at SilverSource (formerly Senior Services of Stamford). SilverSource is a senior provider network that has been operating for over 100 years, financially assisting older Americans who are in emergency...

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...

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...