Securities and Exchange Commission (SEC) Online Help The SEC wants to help the individual investor. Really. In fact, for years the SEC has had an enormous investor outreach initiative to educate and protect folks from fraud. There’s a macro interest: educated investors stabilize markets; they are less prone to unwarranted […]

Blowing The Whistle On Medicare Fraud Whistleblowing Recently, in the news and elsewhere, whistleblowing has become a hot topic of discussion. Most recently, whistleblowing has also drawn attention due to the awards given out by organizations such as the Internal Revenue Service and Securities and Exchange Commission. Yet, healthcare and […]

California Assembly Looks At Long Term Care The California State Assembly has introduced hundreds of new bills at the end of its Winter Term. A number of those bills address long-term care and elder abuse. We’d like to bring the bills concerning long term care to your attention and we […]

Imposter Scams Now America’s #1 Fraud Imposter Fraud Targets Elderly Imposter scams have become the leading fraud in America. The Federal Trade Commission tallies up the number and type of consumer fraud complaints and reported more than 3 million claims of imposter schemes in 2016 alone! And the financial toll […]

Department of Justice Rewards Medicare Whistleblower Physician Gets Large Whistleblower Award Recently, the Department of Justice (DOJ) awarded a physician over $11 million as an award for original information the doctor provided about large-scale Medicare fraud. Specifically, the whistleblower’s information led to a lengthy DOJ investigation that recouped $60 million […]

Seniors Scammed By Annuities Annuity Fraud As seniors in our communities of Santa Clara and elsewhere age, we find that their abilities to sniff out scam artists and their tactics becomes more difficult. This is particularly true when it comes to the purchase of annuities. We have found that sometimes […]

IRS Rewards Whistleblowers IRS Pays Whistleblowers to Turn in Tax Cheats Since the passage of the Tax Relief and Health Care Act of 2006, the Internal Revenue Service (IRS) has rewarded thousands of Americans for original information on tax cheats. In its first decade, the whistleblower program helped the IRS […]

The Financial Elder Abuse Epidemic Financial Elder Abuse Sadly, financial elder abuse is only spreading and infecting individuals at terrifying rates, throughout San Francisco County and beyond. A recent study shows that somewhere around 3.2 million Americans were victims of financial elder abuse last year alone, with the average victim […]

Premiums Skyrocket… And You’re At A Disadvantage Long Term Care Insurance Long term care insurance premiums are skyrocketing, and therefore, it may not be the best choice. If you have had a recent premium payment increase and want us to review your policy at no cost, please give us a […]

Are Indexed Universal Life Policies Investments? Life Insurance and Retirement Savings Since they were created in the 1980’s, indexed universal life policies (IULs) have been the wunderkind of the life insurance industry. Agents tout them as great investments for the future; detractors see them as pitfalls for the unwary. Late […]