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How to Recognize and Prevent Elder Financial Abuse

January 15, 2020 BY Shanna Tingom

Financial abuse can be a complicated subject, but at its most basic level it involves taking advantage of an older adult through manipulation or intimidation to steal their money or property.What are..

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Retirement Resolutions for A New Year 

January 1, 2020 BY Shanna Tingom

Some Americans are making their financial health a priority in the new year with resolutions to increase savings, reduce debt, and cut unnecessary spending. According to a survey conducted by..

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Announcing our NEW gilbert Office!

December 31, 2019 BY Shanna Tingom



In December, we held our first appointments, and our “Purple Friday” Open House at our new office at 323 S Gilbert Road!  Despite the tornadoes and torrential rain, we had about 40 people stop..

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Plan To Have Medicare Coverage For Your Winter Travel

December 24, 2019 BY Shanna Tingom

As a senior you should plan to protect your health no matter where you might venture. If you currently have Medicare or a Medicare Advantage plan, you shouldn't have any problems getting the care you..

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