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Open enrollment season for Medicare is int he Fall every year. This is a time when our senior clients can review their Medicare plans and can make changes if desired. 

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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.
Cruise Photo

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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.
credit card usage
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 to the hospital to see her after the procedure and pick her up the next morning.
Elder Abuse

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We all want what is best for our aging loved ones, but unfortunately, elder abuse is becoming an all-too-common occurrence.

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An obituary is a way that family members can honor their deceased loved one and provide information to the community about funeral arrangements and contribution requests.

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Our seniors are the target of a whole host of financial scams, some of which can fool even the most vigilant among us.

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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.

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There are lots of scam-related phone calls out there nowadays, many of which target seniors in the hopes of obtaining personal data or money. However, one such scam that can be particularly scary is if someone says they are calling from the IRS.

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With so many people looking for love via online apps, you’ve probably heard about someone who found an attractive person via an app, only to meet in person and realize the picture of that person was from 20 years ago.