10 Ways to Protect Seniors from Fraud

It's a sad fact that seniors are particularly vulnerable to scammers and fraud. Sometimes they're not tech-savvy and may struggle with hearing, sight, or memory changes. Scammers take advantage of these deficits, but everyone is vulnerable. However, with some knowledge and a little help, everyone can stay safe from fraud. Disclosure: This post may contain affiliate links, which means we may receive a commission if you click a link and purchase something we have recommended. This commission comes at…

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Helping Seniors Prep for Tax Season

As a daily money manager, January and February are dedicated to gathering and organizing tax documents for my clients. So if you're helping a senior in your life prep for tax season, here's what you need to know. Watch the Mail During January and February, important tax-related documents will arrive in the mail. While you may be able to set mail aside to deal with later during most of the year, the first two months of the year, you…

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Helping Seniors with Mail Management

 Stop Junk MailIt's impossible to stop all of it, but you can cut it back quite a bit. Our blog shows you how to stop junk mail..Set Up a SystemYou can't be there to go through the mail every day. So give them a system to sort and file the mail between visits. Have a place for outgoing items and a way for them to sort incoming mail into categories such as financial, personal, and questionable items like sweepstakes,…

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Caregiver Burnout and What to Do About It

Currently, about 53 million Americans work as family caregivers. This is usually an unpaid role on top of a career, family, and other responsibilities. Unfortunately, the stress and work of being a family caregiver often lead to caregiver burnout. According to a 2020 report from the National Caregiving Alliance and AARP: 21% of caregivers reported their own health as fair or poor 40% feel their situation is high-intensity 24% are providing care for two more individuals 31% struggle with…

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Honoring Caregivers This Holiday Season

Family Caregivers are all unique individuals. Some caregivers live with the person they care for 24 hours a day, seven days a week. Other caregivers provide supportive care. The individual whose care they manage may live in their own home or a facility and require assistance from family members. These caretakers are frequently still employed and may have children at home. They are popularly known as the Sandwich Generation. Regardless of the sort of family caregiver you are, your…

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