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Random tips!
How to stop postal junk mail: To "un-subscribe" from weekly circulars (the colored store ads delivered by the Postal Service each week), you or your responsible party can perform the following steps to stop the mail-out of both circulars and Penny Saver ads:
Click on either link and fill out your name and address, then click "Remove my Address from Mailing List"
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Tag Archives: california fiduciary
Mortgage-Interest Deduction May Be Scaled Back
Provided via Craig Curreri, Pacific Union International Originally posted December 6, 2012 Limits on the mortgage-interest tax deduction are looking more likely after President Barack Obama said this week that tax breaks benefiting middle-class families could be at risk if … Continue reading
Posted in Hot Topics!, News Media
Tagged california fiduciary, Mortgage, real estate, senior finances
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Upcoming Changes to Social Security Payments
Starting March 1, 2013 the Social Security Administration will be switching to direct deposit for all federal benefit program payments. We are currently in a phasing out period therefore, all new retirees and new applicants for Social Security and Federal … Continue reading
Posted in Hot Topics!, News Media
Tagged california fiduciary, senior finances, social security
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AUGUST IS “MAKE-A-WILL-MONTH”
August is national “Make A Will Month”. This is the perfect time to take a moment and review where your assets will be going after you are gone. No one likes to think of the end of life but without … Continue reading
WHY YOU MIGHT NEED A FIDUCIARY
Why, When and How: Written by: Dean A. Romo and Matthew M. DeWeese http://www.rjsjc.com Professional fiduciaries have been around for years but had not been widely utilized until recently. There are a variety of reasons that you may want to consider … Continue reading
Posted in About Us
Tagged california fiduciary, elder care, senior finances, Trust Estate Administration
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CASE STUDY: Geriatric Case Management
The following is a brief case study exemplifying the benefits of a Geriatric Case Manager who is also a licensed Marriage and Family Therapist: A Therapeutic Case Manager. -Drew Ross, licensed Marriage and Family Therapist Mrs. M. is a 93-year-old … Continue reading
Posted in Case Studies
Tagged california fiduciary, Care Management, elder care, fiduciary services
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MEDICARE FRAUD COSTS $60 BILLION A YEAR
According to an AARP article published last month, Medicare fraud costs tax-payers a whopping $60 billion a year. By billing the program for thousands of unnecessary services and equipment, criminal physicians and therapists, nurses and even health care companies are getting away … Continue reading
Posted in Awareness, News Media
Tagged california fiduciary, senior fraud, Smart money elderly, Social Security seniors
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PLANNING TO RETIRE IN MEXICO?
Written by Joy Hepp, Mexico expert for Fromer’s Guides So, you’ve worked hard and you’re ready to make your dream of retiring in Mexico a reality. Where do you start? As a travel writer with experience venturing through all of … Continue reading
