The Storytelling Secret: Why Your Most Powerful Marketing Tool Isn’t Data – It’s Your Story It’s the fourth quarter. Is the following true for your business? You are absolutely one hundred percent on track with the revenue you need to generate from referral sources...
Important Medicare Changes for 2025 and 2026 Every year our government changes Medicare through legislation like the Inflation Reduction Act or by administrative dictates from the Centers for Medicare & Medicaid Services (CMS). In both 2025 and 2026 there are...
Clearing Up Confusion: What the New Tax Law Really Means for Seniors and Social Security Many of you received an email from the Social Security Administration on July 3 about the new tax law called the “One Big, Beautiful Bill.” I want to clear up some confusion,...
After Loss Financial Support How a Daily Money Manager Brings Peace to New Widows Losing a spouse is heartbreaking—and while grief takes the lead, the paperwork, decisions, and financial responsibilities don’t pause. Many widows find themselves staring down a mountain...
Introduction Sharing financial information online has become a necessity, whether for managing your bills, filing taxes, or coordinating with kids at college. However, with the convenience of digital financial management comes the responsibility to ensure that this...
Risk Alert: Your Cell Phone and Two-factor Authentication (2FA) How cell phones can be used to financially exploit seniors If you have a cell phone – be awareIs it a good idea for people with progressive dementia to have a cell phone? You need to be alert to the...
