As financial advisors, many of you serve a growing number of clients navigating age-related transitions, including caregiving for a parent, evaluating senior housing options, or planning for end-of-life care. These moments are often emotionally charged and time-sensitive, and while they may not fall...
America is aging. Between 2010 and 2020, the number of people aged 65 and older grew by 38.6%– (U.S. Census Bureau). With this demographic shift, the demand for senior care is skyrocketing. Whether you’re searching for a loved one, a client, or even planning for your own future, finding the rig...
A recent study by This Can Happen Global, an organization dedicated to supporting mental health in employees, revealed that current bereavement leave policies are falling short for many employees. 51% of respondents who had experienced a bereavement felt unsupported by their organizations, 46% ...
You may have seen news reports of a new drug, Kisunla, approved for treating Alzheimer's. The following information should help you talk with clients about it, and perhaps also help you within your own family.
Keep in mind that no drug cures Alzheimer's, reverses symptoms already present, or ev...
March 3-9 is National Consumer Protection Week and a great to time to increase awareness around scams and fraud. Financial fraud can have devastating consequences, sometimes causing irreparable damage to an individual's savings and overall financial stability. Older clients may be particularly vul...
Part of the value you offer to clients is a sense of security. If a client knows their money is in good hands, they feel financially safe. But this kind of security is something that hundreds of thousands of other financial advisors can provide. What if you set yourself apart by also providing your ...
Imagine a client’s daughter was in a bad car accident and is now in the hospital for what looks to be an extended stay. You call your client and spend 20 minutes asking questions and listening as the client pours out the story. At the end of the call, you promise your continued contact and support....