Posts In Consumer Issues

3 New Financial Scams Targeting Senior Citizens Aug 14

Here are three of the most recent scams we’ve been hearing about from our senior clients: IRS calling to tell you that you owe ...

Make Tax Time Your Identity Theft Prevention Time Mar 17

A few years ago the unthinkable happened to me. I went to my long-time accountant to complete my tax return and together we filed ...

Why You Should Avoid Using “Do It Yourself Wills” Jun 18

Every so often, a “Do It Yourself” (DIY) will comes across my desk. Whenever this happens, I always ask myself, “Why do people ...