Category Archives: Seniors

A Day in the Life of a Financial Concierge

September may be the month of three-day weekends, but a Financial Concierge never rests! Who am I kidding? I am having a great September so far! After taking the month of August off from blogging, I am back with more … Continue reading

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Keeping Your Social Security Number Secure

Being vigilant about your privacy is a necessity in today’s world, and nothing is more important to protect than your Social Security number. Unfortunately, many businesses – and the federal government – are not as careful with citizens’ numbers as … Continue reading

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Looking Out For The Elderly

What I do involves much more than paying bills and balancing checkbooks for my clients. I look out for their welfare. Unfortunately, the world is full of shady characters trying to make a quick buck off seniors, legally or illegally. … Continue reading

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