True Link Blog
6 Ways the Pandemic Has Impacted Estate Planning — And How to Adapt
When COVID-19 upended the estate planning business, everyone in the industry needed to find ways to adapt. Attorneys and clients alike had to navigate remote...
A Heart for Caring Turned into a Career Serving Beneficiaries and Caregivers
I didn’t think of it that way at the time, but I started being a caregiver when I was 13 years old. My grandpa had a series of strokes and needed a lot of...
Advocating for Beneficiaries with Disabilities: Start with their Strengths
When I think about my life’s purpose, it can be summed up as this: I am a voice for people with disabilities.
4 Ways to Establish Strong Relationships with Trust Beneficiaries
You never get a second chance at a first impression. True in any business, this saying is especially important when you’re a fiduciary working with trust...
Our latest funding round: How we got here and where we’re headed
I’m thrilled to announce that we’ve raised $35 million in two Series B tranches, the first led by Khosla Ventures and the second preemptively led by Centana ...
True Link Financial announces new partnership with Lyft
True Link Financial, a nationwide financial services company that supports the independence and financial well-being of seniors and adults with disabilities...
Why the New SECURE Act Is Good News For Children with Disabilities
The old Kiddie Tax is clarified and IRA benefits can still be stretched out over a lifetime for beneficiaries with a disability. But you need to get up to...
Representative payees find True love and reliable funds distribution
Is it possible to fall in love with a Visa prepaid card? One of our representative payee clients did just that. This is their story.
Medicare fraud puts future benefits at risk
Yet another example of how older adults and people with disabilities are taken advantage of came roaring into sharp relief this week. The FBI announced the...
True Link opens submissions for 2019 Grant to Promote Best Practices in Guardianship
Annual award recognizes leadership in developing systems and spreading best practices to protect vulnerable Americans
New year, new increase in Social Security benefits
Did you know that ringing in 2019 coincided with a 2.8 percent increase to monthly Social Security benefits and Supplemental Security Income (SSI) payments?
Regaining a normal financial life is an essential part of recovery
Eight in ten respondents agree that regaining control of one’s finances is among the biggest challenges for people in recovery.
Seven things you should know about Alzheimer’s disease
In honor of World Alzheimer’s Month, we’re sharing seven things you should know about the disease and its effect on those who have it and their caretakers.
Joining forces to support guardianship in America: Announcing the new True Link Scholarship to Promote Best Practices in Guardianship
For years, the True Link Card has helped guardians, conservators, and fiduciaries support their clients’ independence and protect their budgets.
True Link partners with STABLE, the nation’s leading ABLE Act program, to offer high-quality Visa®️ prepaid cards to people with disabilities
True Link Financial is announcing its new partnership to provide True Link Visa®️ Prepaid Cards to STABLE Account holders. STABLE is the leading national ABL...
Great news for financial caregivers: New tool to prevent fraud
We have good news: The federal government has now made it possible for you to freeze and unfreeze your credit for free. Even better news if you’re a guardian...
Understanding the role of a professional guardian: Q&A with a True Link customer
When seniors discuss their finances with someone else, they are more likely to take steps to protect themselves against financial abuse.
Tough stuff: how to take on difficult discussions with aging parents
At True Link, we know that tough conversations between seniors and their adult children can be one of the greatest challenges of aging.
The Equifax breach and your financial safety
It’s not too late to take action on the Equifax breach! A lot of our customers share our concern about this massive breach.
Strategies for older Americans with student debt
When most people think about borrowers who are struggling with student debt, they often think of Millennials. But Millennials aren't the only ones burdened...
Why one Financial Executive left Wall Street for Silicon Valley
George Guerrero has spent his entire career – more than 20 years – working in financial services at some of the top firms in the industry.
The impacts of the DOL Fiduciary Rule & how advisors can adapt
On April 6, 2016, The US Department of Labor released its much debated “Conflict of Interest Rule”, broadening the definition of “investment advice fiduciary...
Retiree wish list: 9 gifts that mom & dad actually want
With the holiday season in full swing, many of us are scrambling to find the perfect gift for everyone on our list.
Giving the gift of independence to your elderly loved one
When you become concerned about an elderly loved one, it is easy to overreact or jump to extreme measures in order to keep them safe. But doing so is often...
Important tax tips for family caregivers
With April around the corner, you may have taxes on the brain – but because Emancipation Day falls on the 15th this year, everyone gets a few extra days to...
First steps to take when concerned about an elderly loved one
The holidays often reveal signs that aging parents need some extra help as children who live far from their families return home for a visit. That’s why we...
Survey shows financial tools can better support adults with disabilities
Earlier this year, True Link Financial, in collaboration with the Autistic Self Advocacy Network and Quality Trust, created a survey for adults with...
5 warning signs you shouldn’t ignore that put mom in financial danger
With the holidays nearly upon us, it is easy to be consumed with final details and prep for a successful family feast. How will the traffic be on the way to...
A better way for special needs trusts to disburse funds and protect benefits eligibility
Special needs trusts (SNTs) are an essential financial tool for individuals with disabilities and their families.
How diminished independence can impact the health & well-being of older adults
A growing portion of our country’s population – the eldest – is quietly suffering because of the independence they have lost.
The 3 most common scams following natural disasters (and how to avoid them)
When tornados, floods, hurricanes and other natural disasters hit, the scammers are usually quick to follow. Waiting to target people when they’re most...
It could happen to you: How Michelle’s mom became a victim of elder financial abuse
You see the headlines about terrible scams, you read the research about elder financial abuse, but still you hope that it won’t happen to someone you love.
True Link Card Featured by Fox News as Senior-Friendly Tech
This week, FoxNews.com released a list of technology seniors are using to stay better in touch with their families, make their lives easier, and stay safe.
Forbes & Huffington Post bring light to elder financial abuse research from True Link
Last week, we released The True Link Report on Elder Financial Abuse 2015 that found seniors are losing $36.48 billion annually to fraud, scams, and...
True Link releases latest elder financial abuse findings – losses discovered to be much worse than originally thought
When we founded True Link, we had a vision of helping millions of families protect their elderly loved ones from fraud and financial exploitation. We knew...
How to work with siblings to care for an aging parent
Can’t we all just get along? If you’re having trouble working with siblings to care for an elderly parent, you may be asking yourself this question.
Your family hired a caregiver for your aging parent. Now what?
You’ve heard the horror stories. An at-home caregiver requests a $100 check “just this once” everyday for months; mom suffers from dementia and doesn’t...
6 retirement community alternatives for seniors
Independent living community, retirement home, assisted living facility – whatever you call it, your aging parents may not be ready to give up their...
5 ways to stop telemarketing harassment of mom and dad
It’s safe to say that very few of us enjoy receiving solicitations over the phone. In fact, according to a recent study published by the Federal Trade...
What mom and dad need to know about the "grandparent scam" (and how to prevent it)
It usually happens in the middle of the night or early hours of the morning. Your mom wakes up to the sound of the phone ringing and decides to answer it.
Dementia and credit cards, creating a plan of attack
When a parent or loved one gets diagnosed with Alzheimer’s or another type of dementia, you know that there’s a series of hard conversations to be had.