Tag Archives: Finance

Guarding Against Senior Scams

There have never been more avenues for financial con artists to swindle people out of money. Phone scams, visits at home and the ever-growing threat of online phishing have boomers on high alert.   It can be embarrassing for older citizens to come forward after being victimized by a scam. The FBI’s Internet Crime Complaint

Ask the Financial Expert Retirement Q+A

What got you excited about financial services? Contrary to what most people think, I’ve never considered financial services to be about money. Our primary job is to allow our clients to forget about money and instead do the things they love on a daily basis. It’s the freedom from money that people desire, and I

Fraudsters Use COVID-19 to Devise Scams

By Ryan Lippe, Ohio Attorney General’s Office, Consumer Protection Section Published as part of the Ohio State Bar Association’s Law You Can Use series.  Scam artists are known to strike during crises, choosing to exploit others when people are distracted, fearful or otherwise vulnerable. The COVID-19 pandemic has been no exception. Scammers have been busy

Medicare 101

What you need to know to get started If you are near the age of 64, a Medicare application is required to avoid financial penalties. Seniors must apply for Medicare between 64 years and 9 months of age and 65 years and three months. The application is easy and can be completed online, but the