Channel Islands Fiduciary Group Blog
Here you will find links to timely and informative articles, and information about relevant local events and services.
Elder Abuse Awareness Day: A commitment to protecting our seniors
"June 15 marks an important day on our calendar – Elder Abuse Awareness Day. It is a day for communities worldwide to unite in bringing attention to the challenges and difficulties faced by elders and our collective responsibility to protect and support them." Click here for the remainder of this important article on Schwab.com. It…
Protecting against scams is a team effort. We’re here to
This helpful article distributed by Bank of America has a quiz, information on current scams, and links to helpful infographics, among other things. "Know the red flags that signal a scam Scammers are constantly reinventing new ways to trick people. While their stories may change, their tactics remain the same. Being aware of these red…
What’s It Like to Turn 65 in 2024?
"As the boomers’ ‘silver tsunami’ crests, the age once synonymous with retirement means something very different" "Entering the era of ‘Peak 65’ In 2024, the country will see “the beginning of what we call the Peak 65 zone, when we’ll see the largest surge of Americans turning 65 in our history,” explains Cyrus Bamji, chief…
Reporting Medicare fraud & abuse
"Medical identity theft is a serious crime that happens when someone uses your personal information without your consent to commit Medicare fraud or other crimes. Use the following tips to protect yourself from becoming a victim." Do: Don’t: For the entirety of this informative read, click here.
How to Avoid Family Disputes Over Large Estates
"Estates of high-net-worth individuals tend to be more prone to family inheritance disputes as family members seek a share of what could be a substantial inheritance. Unfortunately, the conflicting interests of multiple family members and beneficiaries hoping to secure a portion of the estate can cause tension. These can result in disputes that can potentially…
Protect Yourself from Scams
"Be on the lookout for fake calls, texts, emails, websites, messages on social media, or letters in the mail." Social Security-Related Scams "Criminals continue to impersonate SSA and other government agencies in an attempt to obtain personal information or money. Scammers might call, email, text, write, or message you on social media claiming to be…
Five Smart Moves to Make Before Tax Day
"With Tax Day fast approaching, now is the time to ensure your financial house is in order. Whether you’re looking to lower your tax bill, boost your savings, or simply stay compliant, these five steps can help you make the most of tax season before the deadline." Please click here for the full text of…
How taxpayers can protect themselves from gift card scams
"Scammers may target taxpayers by asking them to pay a fake tax bill with gift cards. People should remember that the IRS never asks for or accepts gift cards as payment for a tax bill. The IRS doesn't initiate contact with taxpayers by email, text messages or social media channels to request personal or financial information. To…
Noozhawk – Living Well and Aging Wisely
"Noozhawk’s Senior Life: Living Well and Aging Wisely section is dedicated to celebrating this stage of life and providing valuable resources to help our readers navigate it with confidence. Our goal is to equip older adults and their families with insightful information, expert advice, and inspiring stories that enhance their daily lives." Please visit this exciting new…
