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Does The Advisor Have A Role With Aging Clients Who Become Unsafe Living Alone?
Does The Advisor Have A Role With Aging Clients Who Become Unsafe Living Alone? Carolyn Rosenblatt, RN, Elder law attorney, AgingParents.com You’ve known the client for many years. As time passes and...
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Do Your Older Clients A Favor: Warn Them About This Scam
Attempts to scam money from seniors never stop. And the thieves keep getting better at thinking up ways to extract information from older folks. Here’s another one—a different phony Medicare trick....
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The Big Tabu: Facing the Financial Industry’s Older, Impaired Financial Advisors
At its Senior Protection Conference on November 12, 2019, FINRA took a cell phone poll of broker-dealers. They wanted to find out how many were worried about aging registered representatives at their...
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What Extraordinary Advisors Do For Retiring Clients That Other Advisors Miss
Every advisor wants clients to think that he or she is unique, different, better than the competition. Maybe you are. But if your retirement planning with them stops at calculating their planned...
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Five Very Personal Questions Older Advisors Need To Ask Themselves
Advisors talk to clients all the time about the big topic of retirement. The industry inundates the media with advertising among competitors about who can do retirement planning best. You help clients...
View ArticleTips-Having Calming Conversations With Upset Clients In This Pandemic
Tips-Having Calming Conversations With Upset Clients In This Pandemic The coronavirus-related market turbulence is making a lot of clients nervous. Some are probably calling you demanding answers....
View ArticleRetirement For Clients With Modest Portfolios—Making Money Last
Retirement For Clients With Modest Portfolios—Making Money Last By Carolyn Rosenblatt, RN, Attorney, AgingParents.com The U.S. Census Bureau projects that by 2060, nearly twenty-five percent of...
View ArticleThe Hole in The Senior Safe Act: Why Briefly Holding Transactions Is Not...
The Senior Safe Act allows you to hold transactions when you suspect financial abuse of a client. The Act is designed, at least in theory, to allow time for the trusted contacts you have on file to...
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An Important Question For Your Clients Contemplating Retirement
An Important Question For Your Clients Contemplating Retirement Longevity is increasing, as millions of Americans are living to 90 years and above, the U.S. Census Bureau reports. Will any of these...
View ArticleFinancial Wellness and Physical/Mental Wellness: Are They Related?
Financial professionals often use the term “financial wellness”, referring to a client’s comfort level with their assets in retirement. That sounds good. But is there any connection between finances...
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Danger: You Need To Act Fast When Your Client Seems Cognitively Impaired
Danger: You Need To Act Fast When Your Client Seems Cognitively Impaired This really happened. An advisor was managing a portfolio for a client we’ll call “Janet” with about $5M in assets. She seemed...
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Your Aging Clients Living Alone: The Dangers They Face
If you have any older clients, this real case is one you should know about. Here at AgingInvestor.com, where we also serve families of your clientele, we see some horror stories and this one should...
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How to Resolve Family Conflicts Care, Control and Money: Approaches from...
Few things are more stressful than family disagreements, especially related to helping an aging family member. You’re invited to a VIP Virtual Event: How to Resolve Family Conflicts, Care, Control and...
View ArticleOne Thing You Should Never Tell Your Aging Investors
In retirement planning discussions, we see this statement financial professionals often publish for their clients: “The average lifetime out of pocket costs for healthcare for a 65 year old couple...
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