Financial Planning

• Exploring the Uncharted World of Financial Caregiving

  

  Every year, older adults lose billions of dollars to fraud. Trusted financial care partners — who help older adults pay their bills and monitor their accounts — serve as a critical defense against scammers. Some elders benefit from loved ones contributing to the costs of care. However, a recent study from Age Wave and Merrill……

  April 24, 2018
• Long-Term Care Planning Month and National Save for Retirement Week

  

  If you are considering a move to senior living for yourself or a loved one, you may wonder about the costs and possible payment sources. Questions around pricing for assisted living and other levels of senior living come into special focus in October as Long-Term Care Planning Month. In addition, National Retirement Security Week —……

  September 27, 2017
• Helpful Mobile Apps for Seniors

  These days, most people carry a smartphone to keep abreast of the latest news and stay in touch with loved ones. But did you know smartphones may help improve your quality of life? By loading your mobile device with helpful applications, you can entertain yourself, continue learning, pay your bills, shop, manage the practical aspects……

  July 5, 2017
• Steps to Help Seniors Avoid Identity Theft

  For many seniors, having a nest egg provides peace of mind. Unfortunately, healthy savings accounts often make seniors the targets of identity thieves. Scammers also may consider seniors as easy marks because they can be more trusting than younger people, they may live alone and they often have favorable credit scores. If you’re a victim,……

  March 8, 2017
• Help Your Loved One Avoid These Top Senior Scams

  If you’re over 60, you’ve likely been targeted by scammers looking to clean out your nest egg. Senior scams come in a variety of formats, but they all can have devastating consequences. By educating yourself, you can avoid becoming a victim. If you’re over 60, you’ve likely been targeted by scammers looking to clean out……

  January 18, 2017
• 8 Steps to Get Started with Estate Planning

  

  You may have heard the saying that only two things in life are certain: death and taxes. You may have heard the saying that only two things in life are certain: death and taxes. Thinking about life’s end isn’t how most of us want to spend our Saturday afternoons. But it’s essential to plan for……

  January 18, 2017
• Care for your Heirs: 8 Estate Planning Steps to take now

  Estate planning may not be on top of your to-do list, but taking care of some essentials now will make it much easier on your loved ones in the event of your passing. Think of it as a final kindness to your kin. Plus, you’ll have the satisfaction of knowing your wishes will be followed.……

  January 18, 2017
• Helping an Elderly Parent with Estate Planning

  Careful estate planning for aging parents can yield significant emotional and financial benefits for the whole family. Broaching the topic of estate planning with elderly or frail parents may feel awkward. But finding a way to start this conversation can be well worth the discomfort. Careful estate planning for aging parents can yield significant emotional……

  January 18, 2017
• 6 Discussion Points About Senior Living for Financial Planners

  Deciding to move to a senior living community is a financial decision as well as an emotional one. For financial planners, talking to your clients about their future care needs as early as possible can help ensure they find a good match for their resources. When working with clients, be ready to discuss: 1. Planning……

  January 18, 2017
• Financial Tips for Seniors: Estate Planning Basics

  Seniors should consider a variety of legal issues when planning for the future. When we think about a gift for our families, an estate plan might not be the first thing that comes to mind. However, it’s actually something valuable to give to your loved ones—and a way for you to plan for the future.……

  January 18, 2017