Financial Planning

• 5 Ways to Prevent Elder Financial Abuse

  

  In an increasing — and alarming — number of cases, older adults become the victims of financial abuse, often at the hands of family members, guardians and other care partners. As many as one in 20 seniors reports having been the victim of financial abuse, and the problem cost victims nearly $3 billion last year.…

  June 27, 2018
• 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. Learn more. Continue Reading Exploring the Uncharted World of Financial Caregiving

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

  

  Questions around pricing for assisted living and other levels of senior living come into special focus in October as Long-Term Care Planning Month. Continue Reading Long-Term Care Planning Month and National Save for Retirement Week

  September 27, 2017
• Helpful Mobile Apps for Seniors

  Did you know smartphones may help improve your quality of life? Here are some of the best apps we’ve found to meet the needs of the senior population. Continue Reading Helpful Mobile Apps for Seniors

  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 theft. Continue Reading Steps to Help Seniors Avoid Identity Theft

  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. Continue Reading Help Your Loved One Avoid These Top Senior Scams

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

  

  If you’re unsure where to begin with estate planning, here are some simple steps to get you going in the right direction. Continue Reading 8 Steps to Get Started with Estate Planning

  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 long run. Continue Reading Care for your Heirs: 8 Estate Planning Steps to take now

  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. Continue Reading Helping an Elderly Parent with Estate Planning

  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. Continue Reading 6 Discussion Points About Senior Living for Financial…

  January 18, 2017