Category Archives: Financial Planning

7 Ways to Reduce a Senior’s Risk for Falls Around the Home

September 23rd is Falls Prevention Awareness Day, and September is Falls Awareness Month. People over age 65 are at a greater risk for falls, and falls are the largest cause of fatal and nonfatal injuries for seniors, according to the National Council on Aging. The total cost of falls injuries in 2015 was $50 billion,…
Read more

Two Stories, Two Approaches to Financial Management Help for Seniors

Perhaps you have a family member or other loved one who is losing their ability to reliably pay bills or care for him or herself. You try to broach the idea of using a company like Secure Aging, which can assist with financial management and care management—yet your loved one completely resists the idea. Secure…
Read more

Don’t Let Seniors Become Victims of These Common Financial Scams!

One way that criminals try to take advantage of our vulnerable seniors is through financial scams. In fact, seniors are the biggest target for financial scams. Here are several recent examples of financial scams that affect the elderly—and tips on how to not be a target. The Medicare Scam As shared by the website Credit.com,…
Read more

4 Tips for Better Tax Prep for Seniors

Most people don’t get excited at the prospect of getting their taxes done, but there are some reasons to have this important annual task done. Here are some tips to help seniors with their tax prep so it’s less of a burden. 1. File your tax return as soon as possible. By filing as early…
Read more

Business Spotlight: Moore Fowinkle & Schroer Insurance of Bradenton

Insurance is an important part of many facets of life. However, comparing insurance prices isn’t always easy, and knowing how to analyze differences in coverage can get mind-boggling. That’s where the insurance experts at Moore Fowinkle & Schroer of Bradenton can help. Called “MoFoScho” for short, their office has served Bradenton for more than 40…
Read more