What To Do When Your Aging Client’s Health Is Failing

What To Do When Your Aging Client’s Health Is Failing

What To Do When Your Aging Client’s Health Is Failing Financial professionals can find themselves in an uncomfortable position when they have a long time aging client who is in declining health. Of course, you know the client and can see that she’s...
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...
Smart Retiree’s 10 Point Checklist

Smart Retiree’s 10 Point Checklist

You’re in the planning business. You look ahead, analyze, budget and calculate. But your clients may not be on the same page in your view of the future, especially when they retire. They are busy being in denial that they may ever get ill and die. You can help...
This Small Step Can Prevent Financial Disaster For Your Aging Clients

This Small Step Can Prevent Financial Disaster For Your Aging Clients

Do you have older clients who seem to be doing really well physically? Some of our aging folks are remarkably sharp and we can all be lulled into a false sense of security with them. This is a heads up warning about a real situation that you can perhaps help clients...
What to Do When Your Client Says “Mind Your Own Business”

What to Do When Your Client Says “Mind Your Own Business”

Imagine your client has had a stroke, unable to speak.  Or she falls and is unconscious for a time. Her adult kids know nothing about her financial situation because your client refuses to talk about it with them. You asked her about her relationship with her adult...