Financial Travel Tips
Not that I have become a travel agent, but financially speaking, there are some things to consider if you plan to travel this summer, or at any time. Losing things, or having to cancel a trip suddenly, are no fun…
Digital Estate: Money for Nothing?
Those of us who are planners go to some length to set up wills, powers of attorney, and other estate planning documents to protect ourselves, our loved ones and our assets for a time of disability or death. In our…
Digital Afterlife: Don’t Haunt Facebook After You Die!
First in a series on managing your Digital Estate. Nothing lasts forever. How many times have you heard that? When it comes to your digital afterlife however, all bets are off. Your online information can exist as long as there…
Recognizing & Preventing Financial Abuse: Two Sets of Eyes
The vast majority of elder financial abuse comes at the hands of family members and trusted caregivers. Abusers often don't view themselves as doing anything wrong. They justify misappropriation of resources as something they are somehow entitled to because they…
Avoiding the IRS Phone Scam
The IRS Phone Scam has been all over the news of late, but being that tax season is well under way, it seemed like a good time to share this great infographic on the scam that is costing taxpayers a…