Category Archives: Scam Awareness

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…

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…