- The Jewish Journey through Loss: From Death to Healing by Batya Ludman and Gina Junger
Authors Batya Ludman, a bereavement-focused clinical psychologist, and Gina Junger, an ...
04.09.26 12:28 PM - Comment(s)
Blog
Thursday, March 5 is National Slam the Scam Day. Even if it weren’t, this is a good time of year to remind your clients to be vigilant about scams and phishing, particularly those centering on taxes, the IRS, or Social Security.
You may think your clients are too smart to fall for scams, but did you ...
03.03.26 11:52 AM - Comment(s)
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...
09.12.25 04:10 PM - Comment(s)
07.14.25 03:24 PM - Comment(s)
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...
05.29.25 02:40 PM - Comment(s)
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% ...
10.08.24 03:35 PM - Comment(s)
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...
08.23.24 11:45 AM - Comment(s)
06.24.24 11:47 AM - Comment(s)
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...
03.24.24 04:10 PM - Comment(s)
“Thoughts and Prayers." I’m sure you’ve seen (and used) the phrase to sign off on a card or to post on social media when responding to a death, illness, or other difficulty. It used to be seen as a sincere and well-received wish. However, when it became the ubiquitous response to mass shootings...
03.21.24 05:07 PM - Comment(s)