Protect Yourself Against Tax Fraud This Year

by | Jan 25, 2017 | Fraud

My journey to becoming a Financial Concierge and Certified Money Coach started when I learned how to balance a checkbook at my parents’ clothing store. But there is another side to my profession, and that is helping people. Twenty years ago, our greatest challenge...

An Open Letter to Adult Children of Older Americans

by | Jan 9, 2017 | Seniors

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...

American Hustle: Case Studies

by | Aug 16, 2016 | Fraud

Retirees are always prime candidates for financial scams. Scams come from phone calls, emails, faxes, and sometimes they show up on your doorstep. In this post I examine three different scams that happened to good people in real life. The Door-to-Door Salesperson An...

This Identity Thief Will Pay Your Bills For You! (Part 2)

by | Apr 17, 2015 | Fraud

In my last blog l told the story of a couple I work with who had been the victims of credit card fraud. The investigation as to who perpetrated this crime is ongoing, but isn’t too early to learn some lessons about how to prevent it from happening to you. The Mistakes...