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”.
Leonard Baer
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 […]
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 […]
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…
The IRS Is Calling: Is It For Real This Time?
IRS tax scam phone calls are rampant, now. Here’s some advice I gave to one of my clients and what he ended up doing.
So, When Are You Going to Retire?
Wow, again this week, one of my clients asked me that question. Holy moly, do I look that bad? I ran to the mirror to get some sort of reading that decrepitude had taken over. Nothing has really changed since I looked in the mirror. No sudden hair loss, sagging jowls or precipitous hair growing […]
The Secret to Staying Relevant with Kids and Grandkids
Do you find yourself leaving messages on your kids or grandkids phones? Here’s a quick tip on how to be more relevant to them so you can communicate more easily.
Is there ever a good time to talk about after life arrangements?
Is there ever a good time to talk about end-of-life arrangements? No, but having that talk with your children is important. Here are some tips on how to make it easier.