Category Archives: Financial Planning

Better Credit for Seniors During National Credit Education Month

How’s your credit? While a better credit score can help adults of all ages to be able to borrow money to buy a house or car, rent an apartment, etc., there are some credit considerations, especially for seniors. March is National Credit Education Month, so let’s think about better credit for seniors. Here are tips…

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,…

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…

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,…

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…

Business Spotlight: Michelle Tourjee, CPA, Can Help You During Tax Time—and Year-Round

Uh-oh—it’s tax time! Do you know what to expect with your 2018 return? Are you aware of all of the changes to the tax laws? Are you planning to rely again on your do-it-yourself software program, crossing your fingers that it it’s accurate? Instead of fretting over taxes, call Michelle Tourjee CPA Tax Services, LLC,…

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…