Blog - Secure Aging

Free Cruise – Too Good To Be True?

We have all heard the saying that if it is too good to be true, then it probably is.  Recently, our client, Joan (not her real name) rediscovered how true this statement really is.  She received a mailing from the Holiday Cruise Planners – it contained a boarding pass for a FREE cruise.  Attached later…
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IRS Phone Scams – Oh No! The IRS Is Calling!

Getting a letter from the Internal Revenue Service (IRS) is very frightening to most people.  What could be worse is getting a phone call from an IRS agent.  Well, that is exactly what happened to my husband and me last weekend. Tony and I had gone away for the weekend and returned after a relaxing…
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My Social Security – Where Did It Go?

Open enrollment season for Medicare begins October 15, 2014.  This is a time when our senior clients can review their Medicare plans and can make changes if desired.  Unfortunately, it is also another opportunity for scam artists to take advantage of the unsuspecting senior. Here’s how it works:  you will receive a phone call from…
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You have truly been a godsend. I really appreciate these amazing updates …  It sure sounds like you’re driving great solutions to the many issues he’s running into. It really makes a difference when he’s working with an expert in all these topics vs. with family members who have our own biases!
— Kim from Ohio

FromOhioSent to us by Kim,
A client's daughter living in Ohio.

Thanks Kim!

It's really difficult living 1,200 miles away from her. You make it a lot easier knowing that a person of your nature is involved in our grandmother's life!
— Brian from Maryland

FromMarylandSent to us by Brian,
A client's grandson living in Maryland.

Thanks Brian!

Thank you so much. You are a pleasure and a joy to work with; we can’t thank you enough for the wonderful support you provide Mom and the family.
— Lloyd from Australia

FromAustraliaSent to us by Lloyd,
A client's son living in Australia.

Thanks for the kind comments Lloyd. All the way from Australia!