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June 14, 2013

Elder Financial Abuse: A Boom Industry

financial abuse. The American Bankers Association says 25 states require financial institutions to report suspicious withdrawals from seniors’ accounts. California has special courts dedicated to elder financial fraud. California also…

September 3, 2018

Three views on financial planning

Retirees and those facing retirement probably spend more time thinking about money than any other time in their lives. Some choose to go it alone, others look for a financial

March 16, 2017

How to Get Better Interest Rates Online

of financial rate information. It conducts ongoing research into some 4,800 financial institutions in all 50 states. Clicking on’s toolbar at the top for “Bank Rates” reveals a pulldown…

November 1, 2019

Pets need estate planning too!

…a companion animal and a photo you’d like to share, please include it in the comments! Additional Resources on Estate Planning for Pets: Tracy Craig is a…

March 14, 2018

My relatives fell for this new scam. Will you?

…study by True Link Financial estimates that seniors lose more than $36 billion each year to various kinds of financial abuse, including scams that prey on victims by luring them…

October 1, 2018

Advance planning for your online life

…to digitally transferring money, these apps have our personal and financial data stored online. It’s vital to take measures to secure personal data to ensure online safety every day –…

09/25/2019 | 5:30pm7:00pm

Estate Planning

…York Life, will present estate and financial planning concepts in easy-to-understand terms, in a relaxed and interactive environment. Questions are encouraged—and the event is completely free of charge. For complimentary…

09/20/2019 | 10:00am5:00pm

Financial Advice Day

There’s a full day of financial advice waiting for you here. A variety of experts offer free 30 minute private sessions, talks about investing and finance, demonstrations on how to…

June 8, 2018

New Scams on the horizon

…the same time there were already 22,100 scams found. Scams Are Repeated Each Year Many of the same scams are repeated each year, often driven by financial life moments such…

09/24/2019 | 2:00pm4:00pm

Money made simple

or nearing retirement facilitated by Anthea Perkinson. Anthea was founder and principal of Monterey Associates, LLC, past president of the Financial Planning Association of New York and a former Co-Director…

May 20, 2013

Scams: Are You Immune?

“Good afternoon. I’d like to tell you about an unbelievable financial opportunity.” If you’re thinking you’d never fall for a line like this if someone called, knocked at your door…

June 14, 2015

Online fitness for heart health, a “dementia farm” – and more from the week online

…senior financial security. In conference terms, that means Social Security, savings and investments, and pensions – in other words, retirement financial security. What about work? That’s the question’s Betsy…

February 10, 2016

This New Medicare Benefit Could Change Your End of Life  

…Care Planning Isn’t Fun — Get Over It Such conversations are part of advance care planning, a process of reflecting on what medical care you would want in the event…

January 1, 2017

You’re Never Too Young to Decide How You’ll Die

…it is.” If you never find time to do advance care planning or fail to give copies to the right people, not only are you giving up your personal options,…

October 20, 2014

Help for aging in place, “Iris” the movie – and more from the week online

From news you can use to finds you might love, click through our picks from the week online.   Planning to Age in place? Really planning? A new resource from…