Caregiving

Dealing with Dementia Beyond Financial Concerns

More clients are voicing fears of dementia — as a patient or caregiver — so I’m asking more questions. (By Karen Caplan Altfest)

A Taboo Topic Advisors Need to Talk About

Clients’ financial plans may fail if you’re unaware of the caregiving responsibilities they shoulder for older family members.

Only-Child Advisor Navigates Solo Caregiving Challenges

At 60, he helps his 90-year-old mother. More only children means more clients will face such challenges. Here are 4 ways to prepare them.

Adult Children Discuss the Trials of Caring for Their Aging Parents

They've faced death threats, have had to dig deep into their pockets and are sacrificing their own retirement.

A Passion for Caregiving

Annalee Kruger’s ground-breaking programs that help families and train advisors address needs poised to mushroom in the next 20 years. (By Bradley C. Jensen)

The Retirement Your Clients Didn’t Sign Up For

The majority of people in their 50s and 60s are sandwiched between an aging parent and an adult child they're financially supporting, but they may not tell you. (By Dave Buck)

Rural Nursing Home Supporters Fear Proposed Staffing Standards Will Trigger More Closures

Regulators estimate 1,358 rural nursing homes would need to add nurses to meet the proposal's standard for round-the-clock coverage.

The ‘Magic Bullet’ for Families with Disabilities

Microboards are the best legal tools I’ve found to help my children and my clients whose children also have special needs. (by Kristin Carleton)

Social Security Overpays Billions to People, Many on Disability. Then It Demands the Money Back.

This can destroy the already precarious financial situation of disabled beneficiaries and leave their family members scrambling.

States’ Paid Leave Plans Could Help Protect Caregivers’ Savings

This year, Minnesota and Maine became the latest of 13 states, along with the District of Columbia, to offer paid caregiving leave.

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Stress Is Mounting for Working Women: Deloitte

Burnout is being fueled by inflexible return-to-office mandates coupled with lack of support in the office and at home.

Raymond James Welcomes Tampa, Fla., Financial Advisor With $125M

Sloane Fox and her practice, Sloane Financial Planning in Tampa, Fla., previously were affiliated with Merrill Lynch.

U.S. Annuity Sales Hit First Quarter Record of $113.5B, up 21%

Fixed-rate deferred annuities dominated in the first quarter with $48 billion in sales, 42% of the total annuity market.

Business Groups Sue FTC to Stop Noncompete Ban

The suit called the ban “a vast overhaul of the national economy, and applies to a host of contracts that could not harm competition in any way.”

FTC Issues Ban on Worker Noncompete Clauses

The Federal Trade Commission says employers can no longer, in most cases, stop their employees from going to work for rival companies.

Inspire Investing’s newest faith-based ETF surpasses $100M AUM in 11 days

The new Inspire 500 ETF offers access to U.S. large cap, “biblically screened companies” at the lowest price point available.

Biden Rule Grants Overtime Pay to 4 Million Workers

The new Biden rule goes even further to extend overtime pay than an Obama-era rule that was struck down in court.

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