Recently, my clients have been calling for help. They are getting a lot of phone calls and mail about their Medicare and supplemental insurance. One client told me she had been asked to give her personal information over the phone. She said she had been speaking to “a very nice young man” who was selling her an insurance policy that would …
The Toughest Guy In The House
I love old movies, especially old Westerns. I love the tough guys – not the actor who plays the tough guy on screen, but the actual tough guys. Lee Marvin, with the gravelly voice, sustained an injury during World War II, or Charles Bronson’s icy stare, also a veteran of World War II; now those were tough guys! I’ve had a long running quest …
Like a Fox Guarding the Hen House
This can’t be happening. Now, there is now another way for my clients to lose their money and their identities and it isn’t even because of some fraudster. No, this time, the “perp” is a legitimate business failing miserably to protect its “people”. I’m speaking, of course, about the Equifax breach. For 35 years, I’ve seen a lot of scams out …
When TV Dinners Were High-Tech
Recently, a favorite client of mine came into my office filled with rage. Over what, you might ask? She just yelled, pointed her finger, and made the usual gestures for 10 minutes…over a parking space! When I asked why, she responded “just because.” Wow, is this the new “normal” conversation for 2017? My 75-year old client was red-faced, hair …
Dagnabbit!
It’s been a long-time coming, but it came. I remember when I turned 50 and received an invitation to become a member of AARP. I hid the invitation. I didn’t want to go to that party. I was too young, still too full of myself. A senior? Forget it! Last week, while checking out of the supermarket, a 17-year-old bag boy with bluish-blond hair said …
Retraction, Reneging and Backtracking
A few months ago, I wrote a post advising that seniors don’t need to bring someone with them to a doctor’s appointment. I am dogged about keeping our independence as we age, but today, I am changing my mind… Since writing that post, I spoke to one of my clients who recently visited her doctor. She could not remember what he said or …