Help for a Senior Scam Victim Could This Be You?
By Annette Morrison, M.S., CRS-A/D; CCSI Case Coordination, LLC Jose’ was terrified. He has received a call from Social Security that his documentation was compromised and he was in danger of being deported. The representative from Social Security verified his information over the phone and asked for a few more personal details, which he gladly […]
Strategic Philanthropy
Presented by Lanna Scannell, CFRE, Director of Strategic Philanthropy, OSF HealthCare Foundation Being strategic in your charitable giving has never been more important. How can you make an impact for good in a way that works best for you and your family? Before you look at “how” to make a gift to a charitable organization […]
Is It Time To Give up Driving?
Submitted by Villas of Holly Brook At age 78, Sheila thinks she’s a good driver, but, this year, she’s had a minor accident and several near misses. She’s noticed a few new dents on her car and doesn’t know how they got there. Sheila wonders how she can stay safe behind the wheel. Have you […]
McBeath Financial Group Beyond Retirement
By Alexander Germanis “A penny saved is a penny earned,” is an axiom that holds as true today as it did the day Benjamin Franklin first dispensed this financial advice. The only problem is a penny does not go anywhere near as far as it did in his day. In fact, if the founding father […]
May 2022 Bloomington NV Issue
