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Category Archives: Financial & Legal

The Secret to Owning Your Dream Home in Retirement

Guest post by David Leslie Are you on the plus side of 62? Have you dreamed of buying a new, low-maintenance home in a neighborhood close to friends and family with upgraded features and energy efficient appliances? How does a one-story home in a community with walking paths, a club house and planned activities for […]

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The Ultimate Guide to Downsizing Provides Boomers and Seniors With a Roadmap for Moves

The authors of The Ultimate Guide to Downsizing hope to make these moves, which can be overwhelming and emotional for many, a little less daunting. Each chapter provides tools and strategies to help boomers, seniors and children of aging parents implement a successful move, along with real-life anecdotes and motivational quotes. In addition, the appendix […]

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Fraud Updates – Jury Duty, Fake Lawsuits, IRS Debt Collections

The scammers never stop trying out new ways to defraud people.  There are a couple of new scams that you should be aware of. Fake Lawsuits:  In this identity theft scam, a person calls and informs you that you are being sued and they need to know when you will be home so the court documents […]

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Avoid Property Fraud by Signing up for Fraud Alerts

According to the FBI, property and mortgage fraud is the one of the fastest growing white collar crimes.  Property fraud is committed by introducing fraudulent documents in the County Clerk’s Office that could cloud title or ownership of property. To help you avoid being a victim, the Tarrant County Clerk’s office is providing a Property Fraud […]

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Avoid Tax Identity Theft

It’s National Tax Identity Theft Awareness Week.  This is a topic that I, unfortunately, have had personal experience with.  A few years ago, before I had filed my tax return for the year, I received a letter in the mail alerting me that someone had filed a tax return using my social security number.  Since […]

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