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...
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...
When I think about my life’s purpose, it can be summed up as this: I am a voice for people with disabilities.
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...
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, a nationwide financial services company that supports the independence and financial well-being of seniors and adults 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...
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.
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...
Annual award recognizes leadership in developing systems and spreading best practices to protect vulnerable Americans
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?
Eight in ten respondents agree that regaining control of one’s finances is among the biggest challenges for people in recovery.
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.
For years, the True Link Card has helped guardians, conservators, and fiduciaries support their clients’ independence and protect their budgets.
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...
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...
When seniors discuss their finances with someone else, they are more likely to take steps to protect themselves against financial abuse.
At True Link, we know that tough conversations between seniors and their adult children can be one of the greatest challenges of aging.
It’s not too late to take action on the Equifax breach! A lot of our customers share our concern about this massive breach.
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...
George Guerrero has spent his entire career – more than 20 years – working in financial services at some of the top firms in the industry.
On April 6, 2016, The US Department of Labor released its much debated “Conflict of Interest Rule”, broadening the definition of “investment advice fiduciary...
With the holiday season in full swing, many of us are scrambling to find the perfect gift for everyone on our list.
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...
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...
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...
Earlier this year, True Link Financial, in collaboration with the Autistic Self Advocacy Network and Quality Trust, created a survey for adults with...
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...
Special needs trusts (SNTs) are an essential financial tool for individuals with disabilities and their families.
A growing portion of our country’s population – the eldest – is quietly suffering because of the independence they have lost.
When tornados, floods, hurricanes and other natural disasters hit, the scammers are usually quick to follow. Waiting to target people when they’re most...
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.
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.
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...
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...
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.
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...
Independent living community, retirement home, assisted living facility – whatever you call it, your aging parents may not be ready to give up their...
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...
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.
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.
Telemarketing is big business for scammers. The Department of Justice tags the losses from telemarketing scammers at $40 billion dollars a year.
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