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...
Why Won’t Aging Clients Talk to Their Adult Kids About Finances?

Why Won’t Aging Clients Talk to Their Adult Kids About Finances?

We all know that financial abuse and undue influence are problems with our elders. We also know that better, more frequent and clearer communication about financial matters in families can do a great deal to protect the aging family members. But they’re not talking.  ...
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...

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