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As the summer months wind down and routines begin to shift toward fall, many families find a natural moment to pause and reflect. This quieter season presents a valuable opportunity to revisit important financial conversations

Elder financial abuse is a growing and underreported issue. In 2023 alone, older adults lost over $1.1 billion to scams, according to the Federal Trade Commission.

Nearly 20 years in, Joyce still thinks K&B is pretty cool. “We’re a boutique firm, so I have contact with everyone,”