Beware!  Scams, Fraud, Prey on Seniors Part 1

Beware! Scams, Fraud, Prey on Seniors Part 1

Just this week a long-time client came in to review accounts and at the end of our meeting told me she had recently been the victim of a scam.  Her story was horrifying!It started with an email from a “member” of the US military,”deployed in Afghanistan”.  It seems...
Understanding Homeowners Insurance

Understanding Homeowners Insurance

What all new and prospective homeowners need to know.If you arrange a mortgage, your lender will want you to have homeowners insurance. This coverage is critical for protecting your home and personal property against various potential liabilities.A homeowners...
More than half of women are primary breadwinners

More than half of women are primary breadwinners

More than half of American women are the primary breadwinners in their households, and they carry more of the non-financial responsibilities as well, a new survey shows.  But 52 percent of women also said they are also very worried about their financial future. And...