Myth Versus Reality: New Rule 2165 and Temporary Holds on Disbursements

Myth Versus Reality: New Rule 2165 and Temporary Holds on Disbursements

The regulators are trying. They want to help advisors protect aging clients from financial abuse. They don’t want you to fear doing something wrong if you refrain from handing over assets to what looks like an abuser. But not living in the real world of how to...
Advisors: Warn Your Older Clients About This Vicious IRS Telephone Scam

Advisors: Warn Your Older Clients About This Vicious IRS Telephone Scam

You may have heard of the fake calls from thieves pretending to be from the IRS. It can be a threatening robocall. Or it can be a male with an aggressive manner telling the recipient of the call that they will be arrested for owing back taxes if they don’t pay...

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Three Things You Need To Know About “Out Of Pocket Medical Costs” In Retirement

Three Things You Need To Know About “Out Of Pocket Medical Costs” In Retirement

You’re trying to help the sixty-something clients plan for what they can anticipate spending for medical care in the future. You tell them about the average amounts a couple retiring at age 65 will need. The language seems fuzzy. Are you, the advisor, completely...