“So, Mrs. Anderson, how are you doing today?” You ask trying to make small talk. “Oh good, I guess…” she hesitantly said. “What’s wrong?” “Well, ever since Bob died I’ve been having troubles. My social security was always coming like clockwork. Now it seems that I am getting barely ANYTHING of what I deserve! Uncle Sam seems to take and take!” This was strange. You have never seen her angry like this before. “When did this start happening?” “About two or three months after th

“So, Mrs. Anderson, how are you doing today?” You ask trying to make small talk. “Oh good, I guess…” she hesitantly said. “What’s wrong?” “Well, ever since Bob died I’ve been having troubles. My social security was always coming like clockwork. Now it seems that I am getting barely ANYTHING of what I deserve! Uncle Sam seems to take and take!” This was strange. You have never seen her angry like this before. “When did this start happening?” “About two or three months after th

A fee audit review is one of the most critical compliance reviews that should be conducted either on a monthly, quarterly, semi-annual or an

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Mrs. Robinson is late again. Normally, this wouldn’t be concerning, but she missed her last meeting without any notice. She’s a sweet lady, recently widowed, and having patience with her is easy with that warm smile she has. After 15 minutes, you just surmise that she is not going to make it in today. Again. You feel the need to look out the front door of the office building on the off chance that she is pulling into the parking lot. As you walk down the hallways of your offi

A compliance blog that addresses senior vulnerability and financial exploitation of the elderly.