Secure Aging |

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…

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…

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…

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…

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

Sent 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

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