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Tag: senior advisor

Senior Security: Fraud & Identity Theft

The methods that can be used to milk you or your loved one out of life savings and future financial security truly can be insidious.  Just this past week, I received a call from a family seeking help for their father after he shared his Social Security number with his new neighbor on the promise of being included in a mythical real estate investment.  

Client Study:  “Anne”

Part of her service request was tax preparation assistance as her taxes had not been filed and her previous CPA was no longer in business.  The home health agency referred her to Senior Checks & Balances (SCB) for guidance.