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.  ...
Memory Loss, Money Loss?  The Dilemma Of Aging Clients

Memory Loss, Money Loss? The Dilemma Of Aging Clients

There is something about memory loss that should raise a red flag when it comes to your aging clients and their investments.  Are you prepared? By 2030, there will be 72.1 million people in the U.S. over age 65, or “elders”.  7.7 million of them will have...