Do You Need An Estate Plan?

Do You Need An Estate Plan?

Planning an estate can be unpleasant to think about. Going over worst-case scenarios is usually something reserved for zombie movies or nightmares, not something anyone would consciously attend a meeting to discuss. It might shock you to know that only 42% of adults...
Stop Elder Financial Abuse Before It Can Start

A Professional Can Help

Retirement is something people always look forward to. It makes up for all the time you spent working your 9 to 5 and only getting time with your family on the weekend.  Although a lot of people used to believe that retirement is as simple as quitting your job, 80% of...

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...