Signs that the email you just received was a scam

Posted by Peter Gordon
On January 13, 2022
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Today I received ANOTHER email thanking me for renewing my Norton 360 subscription and being a loyal customer. If I wanted to cancel the subscription I must call and cancel it within 24 hours. One major problem – I DON’T HAVE A NORTON 360 SUBSCRIPTION. The scammers out there keep coming up with new schemes […]

Cyber Hijacking, It Can Happen to You

Posted by Peter Gordon
On May 30, 2018
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Cybercrime is on the rise and online “hijacking” is an epidemic. It is critical to be aware of how these crimes happen. In most cases, scam artists posing as technical support professionals call individuals and claim they are from Microsoft or Apple, and that they’ve noticed a virus on your computer. They ask you […]

Protect Yourself From Financial Fraud

Posted by Peter Gordon
On November 7, 2017
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{2:35 minutes to read} I have a client with cognitive loss who has had difficulty organizing his financial paperwork. One of the projects I’ve been working on for him is re-creating his 2015-2016 taxes. In doing this, I discovered a check he wrote for $15,000 to Wells Fargo. He has no account with Wells Fargo, […]

Don’t Go Postal! Protect Yourself From Postal Scams

Posted by Peter Gordon
On August 15, 2017
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{2 minutes to read} A notice flashing across the electronic bulletin board of my mother’s building the other day caught my attention. The author of that notice stated that he had mailed payments for bills at a mailbox on Broadway and East 10th Street and that those envelopes were literally fished out of the mailbox. […]

Do You Know Where Your Money Goes?

Posted by Peter Gordon
On December 14, 2016
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{2 minutes to read} One of the most powerful tools we use to help our senior clients is a monthly cash flow report. This monthly report allows clients to see if there’s a surplus or deficit and and if there’s a need to transfer money from savings into checking. The contents of the report […]

How to Evaluate Consumer Options…and Not Get Cheated!

Posted by Peter Gordon
On November 28, 2016
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{2:20 minutes to read} A daily money manager helps with all aspects of a person’s daily financial life, such as paying bills, reviewing credit card charges and reconciling checking accounts. The leap from meeting a daily money manager to letting them handle these items can be difficult, as there is a lot of trust involved. […]

Prevent Financial Fraud with a Daily Money Manager

Posted by Peter Gordon
On October 3, 2016
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{Read in 2:50 minutes} Experts say that a major way of preventing financial fraud or financial elder abuse is to have another set of eyes—beyond those of family and friends—oversee finances and financial decisions, especially for seniors. As a daily money manager, I help people who may not have anyone else to pay their bills, […]