Tag: Finance

Senior Discounts

For our readers, we are working on compiling a list of restaurants and other businesses offering senior and birthday discounts.

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...

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...

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...

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...

Know Your Options: Be Wary Of Unsuitable Insurance Products

One of the many benefits of age, in addition to experience, is that you generally don’t need as much insurance. So, during this time of transition, it is important to carefully study your insurance options.

Beware During this Holiday Season

Protect your money, resources and sometimes… your pride

Be Vigilant

Learn to protect yourself against scams.

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Virtual Medicare Check Up Webinar

Choosing the right insurance program can be overwhelming, especially with a changing healthcare system. The Ohio Senior Health Insurance Information Program (OSHIIP) will be...

The Fitzgerald Experience Comes to Toledo

The National Museum of the Great Lakes (NMGL) will be hosting exclusive tours in honor of the tragic loss of S.S. Edmund Fitzgerald’s 46th...

A Silent Predator- A Heart Attack You Didn’t Know You’ve Had

It’s possible to experience a heart attack and not even know it. We’ve all seen those movies, you know the ones, where an actor...