Category: Blog Home

Why every parent needs a will

What if you know exactly who you want as your child’s guardian? Or if you know exactly who you would not want to be guardian? You need a will if you want to choose who takes care of your child if you were to die before they reach 18.

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Scam Artists: How to avoid falling prey

Here are some tips from the Federal Trade Commission and Bank of America to help keep you safe from scams over the phone, email, etc. because if you send information or money to a scammer, there is little–or nothing–that your bank can do to help.

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New Medicare Advantage Benefits – Prevention Innovations

As Medicare Advantage providers begin to implement new benefits, it is important to evaluate your insurance options during each Medicare enrollment period.  Additionally, even with expanded benefits, it is still crucial to plan for long-term care.  Private long-term care insurance, private paying, and Medi-Cal will still be the primary sources for paying for long-term care, not Medicare. 

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Have You Received Your New Medicare Card?

Now that new Medicare ID cards are being sent out, there are more opportunities for criminals to steal money and vital information from you. Ironically, the new Medicare cards, which are meant to reduce theft of social security numbers by replacing them with an 11-digit code, has opened the door for new scams against seniors.

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Top 7 Phone Apps for Seniors

With technology, seniors have the tools and assistance to be more independent.There are some applications (“apps”) which can help assist with your daily routine. Here are the top 7 for you to check out.

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Did You Remember to Designate a Beneficiary?

Did You Remember to Designate a Beneficiary? When reviewing current beneficiary designation or if you are completing these forms for the first time, you need to consider not only who the primary beneficiary is, but also what happens if that primary beneficiary predeceases you.

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