The Toll of a Scam

The Toll of a Scam

A Real-life Story A few weeks ago, a client of mine was scammed. Doubled scammed really. I’m still not completely clear on the sequence of events but I will share this story anonymously with you in hopes that you can learn something to protect yourself. The Events...
The Dream Team

The Dream Team

What does financial protection look like for seniors? In my experience, some people are planners, and some let the chips fall where they may. For those of you who like to have their ducks in a row, lets take you to a point in time where you are up in years, and...
The Parent Trap

The Parent Trap

Addressing financial issues when a parent’s health declines Polly is getting toward the end of her career but she plans to work a while longer because, although her job is very demanding at times, she loves her work.  Her biggest concern right now is her mother. ...