Fraud

Roger Green, MSFS,CFP®

Your Green: CARES Act – Financial Relief

Unprecedented in scale and scope, a $2 trillion stimulus bill was signed by President Trump on March 27, 2020. The bill, the Coronavirus Aid, Relief, and Economic Security Act (“CARES Act”), provides stimulus for individual Americans, healthcare workers, small businesses, and certain industries hit hard by the pandemic. This is the third relief package to address the effects of the COVID-19 virus. 

Beware of scams

Dogwood Forest of Grayson Helps Seniors Avoid These Common and Costly Scams

As beautiful as this world can be, it can also be very cruel. Often criminals choose to violate those who they deem the most vulnerable and senior adults are often the target. Scams range from phone scams to cyber scams, but more often than not, every scam targeting seniors has one motive: to steal your money.

David Walker, Attorney at Law

Elder Financial Abuse

Our office is getting an increasing number of inquiries about elder financial abuse. Recurring situations include misuse of a power of attorney, and someone convincing the elder person to give them money.