Aug 29, 2015 | aging, elderly, financial elder abuse, scammers, senior investor
When the medical information and personal data of 80 million Americans was hacked at Anthem Blue Shield it served as a wakeup call. It provides us with another way concerned professionals can educate and warn their clients about keeping personal data safe.
Get this: The information gained by the hackers – including social security numbers and birth dates and even income – are an identity thief’s dream, and the massive breach makes clear that any record can be at risk when companies fail to take security seriously. (more…)
Apr 7, 2014 | aging, aging investor, Alzheimer's disease, investor, senior citizen investor, senior investor
A Red Flag For Financial Advisors With Aging Clients
Hello there. I’m Carolyn Rosenblatt, RN, Attorney and family mediator for those with aging loved ones. My passion is working with older adults and their families, as well as those who serve them.
AgingInvestor.com is dedicated to helping those in the financial services industry learn more about aging from those of us with expertise in aging. Our purpose is to help you better serve your clients, keep your business as they age and serve them more competently as their aging begins to create issues for you.
Most of us, in general, do not have any specific knowledge about aging itself, much less how it can affect the brain and decision making ability. We base what we know on our family experience or what we have learned from friends. That’s fine, but it can really limit our perspective.
The fields of gerontology, medicine, healthcare, and other related disciplines have produced a great deal of research that can be helpful to all of us in a society where longevity is increasing so significantly. We are indeed in a changing environment when it comes to aging. Many of us are going to encounter or are already encountering issues with which we have no experience but which we have to face. Our parents, grandparents and our clients are living longer and having more problems related to aging. We may be unprepared. (more…)
