Be Aware of ID Thieves: How to Spot Them and Counter Them

It is sad to say, but older people are often the primary targets of fraudsters. Seen as trusting and a soft touch, liars, scammers, low grade sales reps, ID thieves and even some charities will try to squeeze what they can out of people who are older. Independence is vital … [Read more...]

5 Tips for Tackling Debt During Retirement

If you've spent a lifetime working, then you're probably looking forward to a stress-free, relaxing retirement. Don't let financial woes hang over your head and threaten to put a damper on your retirement years. By tackling debt, you can set yourself up for an enjoyable, … [Read more...]

6 Ways a Daily Money Manager Can Set You Up for a Smooth Retirement

If you’re preparing for retirement, there are a few key steps a Daily Money Manager can help you take to ensure a smooth, successful transition. As a Daily Money Manager, I help people with all sorts of personal financial tasks. This includes everything from paying day-to-day … [Read more...]

Elderly Phone Scams

There are a slew of new elderly phone scams being used to trick older people out of money. One such is called the Grandparent Scam. According to True Link Financial, scams like these cost older people an estimated $36 billion in a given year. These new elderly phone scams have … [Read more...]

How Life Insurance Can Help Finance Your Retirement

Few people know that life insurance can be used to help fund their retirement. Many of us purchased life insurance decades ago when we had a salary and were raising a family. However, as we’ve aged, the need for that policy’s coverage has decreased. The unfortunate fact is … [Read more...]

How to Pay for Aging in Place

Dorothy said it right in the Wizard of Oz: There's no place like home. You deserve the dignity and peace of being able to stay in your own home for as long as possible, but in many cases, the financial burden of necessary modifications to your home and in-home care may seem … [Read more...]

Identity Theft Protection for Seniors – Video

  As part of an ongoing effort to educate seniors and families about identity theft protection we are posting a few videos that are focused on senior identity theft. Since this is such an important topic, we felt it should cover the basics of identity theft, including what … [Read more...]