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...A Day in the Life of a Financial Concierge
September may be the month of three-day weekends, but a Financial Concierge never rests! Who am I kidding? I am having a great September so far! After taking the month of August off from blogging, I am back with more stories to tell – like this diverse set of...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...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...
Celebrating 27 years in business helping people stay financially organized
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