News & Articles
Women on Money and Mindset: Signs your older parents might need financial help
Adult children are busy with their own families, work, and social life. �?Life is a blur and sometimes age sneaks up on everyone. �?All of
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How To Help Elderly Clients in Less Than 15 Minutes
As an attorney, you may be limited when it comes to assisting your elderly clients with financial matters outside your scope of work. However, this
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PRESS ENTERPRISE 4/4/2019 – As the Tax Deadline Looms, Look Out For These 5 Types of Scams
Cybercriminals and phony tax preparers are looking to steal your refund dollars. Are you ready to say no? It’s tax season and that means the
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Top Scams to Look Out For in 2022
Each year people are conned into sending money or providing sensitive information that puts their finances and themselves at risk. The types of scams that
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How to Managing Your Parents’ Bank Accounts
As your parents get older, they may find that managing their finances has become a confusing and difficult task. Neglected accounts can result in unpaid
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How Attorneys Can Help Clients with Alzheimer’s or Dementia
As an attorney who provides legal assistance to the elderly, you’re likely often asked to prepare a power of attorney or other legal documents to
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6 Tips For Seniors to Stay Busy While in Isolation
As a senior, the world can feel like a dangerous place right now. The threat of COVID-19 has all America’s isolating themselves in their homes.
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Senior Financial Management Resolutions for 2022
When the new year begins, folks make an effort to ditch bad habits and form good ones. Exercise and financial goals are the top resolutions
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New Scam Alert: Attacking Los Angeles
In the digital age, phone scams are becoming increasingly more common. Especially around tax season, we find that scammers are working full throttle to steal
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How to Reduce Scammer and Spam Calls
Every year, thousands of people lose money to telephone scams — and the number is growing exponentially. Scammers are quickly adapting to more discreet and
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