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...
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...