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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Reader’s Choice 2021

Who gets your vote for our Readers Choice Awards? Your opinion counts. Please take time to tell us who should receive this coveted recognition. Rules ...

Good things to do for Others

Tape a couple of dollar bills to a vending machine Buy a meal for a stranger at a restaurant. Let the person inline behind you go...

Know a caregiver that deserves pampering?

Nominate your candidate to win prizes from local businesses by Caregivers360, a local nonprofit organization that recognizes caregivers having “the passion to help those...