Blog

A Warning About the “Grandparent Scam”

October 2, 2021 — Judy’s phone rang early one morning. “Grandma?” the caller said. “This is your grandson.” “Well hello, Morgan! It’s good to hear from you,” said Judy. It had been a long time since her college-age grandson had called her. “Grandma,” said Morgan, “I need your help. I’m in the hospital in Mexico with COVID and I... Read More

Helping a Loved One With Dementia Manage Their Money

June 5, 2020 — When a senior is living with Alzheimer’s disease or a related disorder, family members often worry about their loved one’s safety. Will Dad go to bed, forgetting the tea kettle is boiling on the stove? Will Mom get lost? Will Uncle Chuck keep trying to drive, even though he’s not safe behind the wheel? Their... Read More

Warn Seniors About Social Security Scams

October 6, 2019 — Social Security is the major source of post-retirement income for most older adults, so if a senior receives a call from the Social Security Administration (SSA), they are likely to pick up the phone and listen! But the SSA is warning seniors that these days, con artists have been impersonating SSA officials to steal the... Read More

Ten Important Questions About Advance Health Care Directives

May 22, 2019 — Have you created health care directives? If you haven’t, or you aren’t sure your documents are up to date, here some questions you might have. Why should people express their wishes about health care? Isn’t that for their doctor to decide? Today’s health care technologies are pretty amazing. They can keep us alive even if... Read More

Organizing Your Important Records in the Digital Age

August 23, 2018 — Too often we need a piece of information when we are least able to access it—during a medical emergency, at a doctor’s appointment, when meeting with a lawyer, or during a hospital admission. So, it makes sense to get organized ahead of time by pulling the information you may need into a convenient inventory. Here... Read More

Warn Senior Loved Ones About “Free Trial” Offers

March 15, 2018 — Cheese samples at the supermarket, little packets of body care products at the makeup counter or that little tube of toothpaste your dentist gives you — marketers like to give away free samples in hopes that we’ll like their product and actually purchase it. Plenty of legitimate businesses are happy to let us try a... Read More