Financial
Planning Tools
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Reverse Mortgage: What’s It Really All About?
These days, because the costs of living seem to be higher than ever before, a record number of senior homeowners […]
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Choose the Right Finanical Planner
It’s been said that the three most important choices you make in life are your spouse, your career, and your […]
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Residential Care Facilities for the Elderly
As people age, many find themselves needing help with routine types of care getting dressed, bathing, preparing meals or […]
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Hiring Household Workers
Question: The person I just hired to provide in-home care was referred by an agency. Since Ill pay her directly, […]
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Is Long-Term Care Insurance Right for You?
Many seniors mistakenly believe that Medicare will cover most of their future health care costs. Unfortunately, Medicare coverage for long-term […]
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Who Will Manage My Finances?
Hopefully, you’ll always be able to handle your own assets and finances. If, however, you became incapacitated, how would your […]
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Organize Your Important Information
Two questions for you: If you became ill and couldn’t handle you financial affairs, would someone else have the information […]
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Think Twice (or More) Before Giving Away Your Home
Many people, as they grow older, consider giving away their homes during their lifetimes. We call this a “lifetime transfer” […]
Consumer Protection
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Elder Financial Abuse: A 21st Century Crime
Financial abuse of seniors – the improper or illegal use of an elder persons resources – seems to be growing […]
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Elder Financial Abuse Continues to Escalate
Elder financial abuse is very much on the rise. According to the National Council on Aging, between one and two […]
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Protect Yourself Ten Terrific Tips
Weve gathered 10 tips for protecting yourself and your privacy from those nasty folks trying to grab your savings. 1. […]
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Keep Your Social Security Number Secure
Question: I always thought that my Social Security Number was my most acceptable ID. Why do I often see it […]
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Telemarketers: Dont Call Me!
Question: What can I do to protect myself from those pesky telemarketers? Answer: It seems that more and more businesses […]
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Medicare Fraud is on the Rise
Be on the look-out! Medicare seems to be sending an increasing number of written statements indicating services from doctors the […]
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Identity Theft: Devious and Present Danger
How to Prevent It; How to Deal With It Identity theft is the crime that keeps on taking often […]
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Is That Contractor on the Level?
With the home real estate market in such turmoil in California, many homeowners, especially seniors, are considering staying in their […]
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Better Snoopy Than Sorry
Heres the situation: You havent seen your elderly neighbor lately, but people youve never seen before are coming and going […]
Support Tools
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Support Services for Seniors Who Hoard
Compulsive cluttering, or hoarding, is defined as the unnecessary retention of objects or animals that may subject the hoarder and […]
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California Statutory Will
As a public service, we are now providing for free viewing and print-out the California Statutory Will form. Use of […]