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In this third post of three, I talk again about financial fraud, something it seems that has become more prevalent with each passing year.  Last week I discussed some basic do’s and don’ts with respect to emails. But if my mom walks into her bank and wants to withdraws a large amount

In last week’s post I wrote about the increasing number of our senior clients falling victim to online financial scams.  Once money has left your account the chances of recovering it are remote.  So, the best defense is to prevent it from happening in the first place.  As I stated last week, there

As internet use and online business have increased, so has online financial theft and fraud.  Seniors are especially susceptible for a number of reasons.  For one thing, criminals go where the money is.  Much of the country’s wealth is held by the older population.  Secondly, as we age, our cognitive skills are not what

I have always said that the desire to quickly file a Medicaid application should be tempered by the ability to provide the documentation that is required for an application to be successful.   The State is now scrutinizing every single transaction in and out of every single account that existed in