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Jeff Stinson to Present Free Seminar on July 18

Jeff Stinson, in conjunction with Moldt Financial, is offering a free seminar on July 18, 2018 at 6:00 PM at the Clubhouse of Vandalia by Del Webb, 5266 John Quincy Adams Court, Plainfield, Indiana.  Plan to attend this free presentation where Jeff will discuss such “need-to-know” estate planning topics as: The importance of Wills, Trusts, […]

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Where’s My New Medicare Card? How to Find Out the Status

The federal government has begun mailing new Medicare cards to 59 million Americans. You should keep track of when your new card will arrive and contact Medicare if you don’t receive it. As we previously reported, to prevent fraud and fight identity theft, the federal government is issuing new cards to all Medicare beneficiaries that […]

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Problems With Guardianship System Is Focus of John Oliver Show

John Oliver recently highlighted problems with the guardianship system on his HBO show, Last Week Tonight with John Oliver. The comedian provided a scary and funny explanation of how guardianship works, ending with a public service announcement by William Shatner, Lily Tomlin and others explaining steps you can take to avoid the guardianship. The show […]

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New Brokerage Account Safeguards Aim to Protect Seniors From Financial Scams

New rules have been put in place to protect seniors with brokerage accounts from financial scams that could drain the accounts before anyone notices. As the population ages, elder financial abuse is a mounting problem. Vulnerable seniors can become victims of scammers who convince them to empty their investment accounts. According to the Financial Industry Regulatory […]

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