Tag Archives: Financial Records

Where’s My Social Security Statement? Check online

During the last two years, when I’m going through paperwork with clients, they often ask, “Where’s my Social Security Statement? I used to get one every year.” The confusion arises because the Social Security Administration (SSA) used to send these … Continue reading

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Best AARP Literature Ever? Yes!

I’m talking about the AARP Foundation’s Prepare to Care: A Planning Guide for Families. Have you seen this 30 page booklet? I picked up my copy from the AARP table at the Sacramento County’s 31st Annual Mental Health Aging Conference, The 3Rs … Continue reading

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Excellent CA Resource: Seniors Against Investment Fraud

I want everyone to know about an excellent resource from the California Department of Corporations’ Seniors Against Investment Fraud Program, http://www.corp.ca.gov/Consumer/SAIF/Default.asp Seniors Against Investment Fraud has an excellent booklet, Protect Yourself from Fraud. The final pages of this booklet lists different … Continue reading

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