valuables

When a Credit Freeze Makes Sense

When a Credit Freeze Makes Sense

There is now no charge to freeze your credit and for many, it makes sense to do it now.

Decisional Capacity and Dementia

Decisional Capacity and Dementia

Even after a diagnosis of dementia, your loved one may still be able to make informed decisions about their estate plans.

That checkbook equals independence

That checkbook equals independence

Work in tandem with a loved one to help instead of just taking away the checkbook.

Impostor Scams Net $328 Million

Impostor Scams Net $328 Million

Call screening services can help protect your loved ones from Imposter Scams.

I could finally let it go.

I could finally let it go.

After 5 years, I can finally let go of my Dad’s key wallet, but realize I don’t need it to remember him.

Be Careful on Your Next Visit to the Doctor

A new low for thieves. Targeting older adults at the doctor’s office.

Seven ways to avoid the health scams targeting seniors

Seven ways to avoid the health scams targeting seniors

The FBI did a presentation in November for AARP that had some valuable information that can help older adults. In working with seniors now, I often seen many of these scams played out and work to undo and recoup money that has been siphoned away through exploitation. The majority of senior scams start when the […]