Give Your Aging Clients a Heads Up About Medicare Fraud

Give Your Aging Clients a Heads Up About Medicare Fraud

Your older investors are sure it will never happen to them but Medicare fraud can trick anyone. Even those without a hint of cognitive decline can get taken by scammers. At AgingInvestor.com, we educate advisors about protecting clients from elder financial abuse and...
How Much Should You Plan On For Retirees’ “Out of Pocket Medical Costs”?

How Much Should You Plan On For Retirees’ “Out of Pocket Medical Costs”?

How Much Should You Plan On For Retirees’ “Out of Pocket Medical Costs”? For those outside the caregiving world, there is a lot of confusion about this cost. Calculations abound in retirement planning circles for helping your clients ensure that they...
What To Watch For: Aging Clients and The Sweetheart Scam

What To Watch For: Aging Clients and The Sweetheart Scam

What To Watch For: Aging Clients and The Sweetheart Scam If it didn’t happen so often, there would be no need to warn your single, widowed clients about it. But every day, someone gets taken in by a “special someone” who appears to have only your...
If You Wanted To Report Financial Abuse, Would You Know How?

If You Wanted To Report Financial Abuse, Would You Know How?

In a recent issue of Investment News, a study of financial advisors looked at this question. 591 advisors were asked about their experiences with elder financial abuse. One of the surprising findings focused on those advisors who knew or suspected abuse but did not...
One Man’s Shock At His Adult Children’s Neglect When He Needed Them

One Man’s Shock At His Adult Children’s Neglect When He Needed Them

All his life Philip worked hard and was successful. He amassed wealth beyond expectations. He gave generously to all of his kids, buying them homes and bestowing money gifts. In fact giving kids money was the only way he really knew how to show he cared. Expressing...