Creekside Insurance Advisors, Inc. Welcomes Betty Allen as New Long Term Care Planning Specialist

We are pleased to announce that Betty Allen has joined Creekside Insurance Advisors, Inc. as a Long Term Care Planning Specialist. Betty brings 13 years experience as a Registered Nurse and Licensed Practical Nurse, and has worked in the medical field since 1976 in several administrative capacities. Betty has enjoyed the past 7 years as an […]

Investment & Reverse Mortgage Schemes

Seniors be SCAM Smart

Investment Schemes As people plan for retirement, senior citizens may fall victim to investment schemes. These may include advance fee schemes, prime bank note schemes, pyramid schemes, and Nigerian letter fraud schemes.  Reverse Mortgage Scams The FBI and the U.S. Department of Housing and Urban Development Office of Inspector General (HUD-OIG) urge consumers, especially senior […]

4 new (and surprising) facts about retirement security

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MAY 28, 2015 | BY EMILY HOLBROOK   We’ve heard it all before, retirees and pre-­retirees are financially ill equipped to make their savings — if any — last throughout their golden years. With more and more businesses cutting pensions, and health care costs and longevity continuing to rise with no foreseeable end, truly having […]

List of Senior Discounts

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Are you already at that wonderful phase in your life?  We thought the following information would be a great help for you. The following post was written by a man named Steve Herman. You can see the original post here. As I was waiting in line behind an older gentleman at Wendy’s recently, I heard him ask […]

Funeral and Cemetery Fraud

Seniors be SCAM Smart

Keeping with our theme of seniors being more aware of scams and fraud. Here are some basics on avoiding Funeral and Cemetery Fraud.   Tips for Avoiding Funeral and Cemetery Fraud: Be an informed consumer. Take time to call and shop around before making a purchase. Take a friend with you who may offer some perspective to […]

Tips for Avoiding Counterfeit Prescription Drugs

Seniors be SCAM Smart

Tips on how you can protect you and your family from fraud. Senior Citizens especially should be aware of fraud schemes. Tips for Avoiding Counterfeit Prescription Drugs: Be mindful of appearance. Closely examine the packaging and lot numbers of prescription drugs and be alert to any changes from one prescription to the next. Consult your […]

Telemarketing Fraud Targets Seniors

Seniors be SCAM Smart

Telemarketing Fraud: Source: http://www.fbi.gov/scams-safety/fraud/fraud#telmkt Telemarketing Fraud When you send money to people you do not know personally or give personal or financial information to unknown callers, you increase your chances of becoming a victim of telemarketing fraud. Here are some warning signs of telemarketing fraud—what a caller may tell you: “You must act ‘now’ or the […]

Fraud Target: Senior Citizens

Seniors be SCAM Smart

Fraud Target: Senior Citizens   Source: (http://www.fbi.gov/scams-safety/fraud) Senior citizens are most likely to have a “nest egg,” to own their home, and/or to have excellent credit—all of which make them attractive to con artists. People who grew up in the 1930s, 1940s, and 1950s were generally raised to be polite and trusting. Con artists exploit […]

OLDER AMERICANS MONTH 2015: GET INTO THE ACT.

Did you know that by the year 2020, more than 55 million U.S. adults will be over the age of 65? Older adults are a vital part of our society. Since 1963, communities across the country have shown their gratitude by celebrating Older Americans Month each May. This year, in honor of the 50th anniversary […]

Top 10 Ways to Prepare for Retirement

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Financial security in retirement doesn’t just happen. It takes planning and commitment and, yes, money. Facts • Fewer than half of Americans have calculated how much they need to save for retirement. • In 2012, 30 percent of private industry workers with access to a defined contribution plan (such as a 401(k) plan) did not […]