Blog - Secure Aging

Giving Up The Check Book – Worse Than Giving Up The Car Keys

Giving up the check book is worse than giving up the car keys. We often hear children talking about their aging parents and how difficult it was to convince them to stop driving. But I believe that asking the parent to stop managing their money and trusting someone else to watch their assets is much…
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Downsizing Our Home So We Can Up-Size Our Travels

I find myself wanting to continually simplify my life as I get older.  The big four bedroom house with a large yard went by the wayside about 12 years ago.  My husband and I downsized to a maintenance-free villa town home with 3 bedrooms and two baths.  Now, as we begin to travel more, I…
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Credit Cards – All It Takes Is A Quick Swipe

My step mother had a surgical procedure done the other day which required an overnight stay and change to her medications.  Since my Dad is no longer driving long distances, I went to spend a few nights with them so that I could take step mother to the hospital, and take Dad back and forth…
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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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