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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To order The Hidden Truths About Retirement & Long Term Care Book For Financial Advisors, Click Here   Dr. Mikol Davis and Carolyn Rosenblatt, co-founders of AgingInvestor.com Carolyn Rosenblatt, RN, Elder Law Attorney offers a wealth of experience with aging...
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...