by Caleb Logan | Nov 6, 2023 | Articles, Fact Sheets, Featured
The Federal Trade Commission’s 2022-2023 report to Congress on protecting older consumers reported that adults aged sixty and older lost $1.6 billion to scams in 2022. Scammers continually invent new ways to target people, a trend that artificial intelligence...
by Jaime Levine | Feb 7, 2023 | Featured, News
1. Update your will or living trust. Review your will or trust for any life change, such as a birth, death, marriage, or a move to a different state. 2. Review your retirement plan beneficiaries. Consider adding or including a portion for a charitable organization...
