Caregiving

Budgeting for a Loved One’s Care

Here’s how advisors can help client families better manage the challenges that often accompany advanced age.

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.

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Wealth Enhancement Group Acquires $809M Retirement Advice RIA

The partnership with The Retirement Group in San Diego brings the firm’s total client assets to more than $82.7 billion.

Yes, There Is a Best Day of the Week to Book Your Flight, Study Confirms

In general, early-in-the week bookings can save you the most money, but it depends on the airline, a survey of domestic flights finds.

Rent Increases Vastly Outstrip Wage Growth in These Markets

A new Zillow analysis shows U.S. rents have surged in most markets over the last five years — but a couple cities are clear leaders.

Oklahoma Financial Advisor Duo Managing $200M Joins Raymond James

The husband-and-wife team of Mike and Shaley Sikes of Edmond, Okla.., previously was affiliated with Edward Jones.

Demand for Advisor Services Soars, Annual Industry Survey Reveals

The ranks of financial advisors surpassed 1 million in 2023, according to the Investment Adviser Industry Snapshot.

Washington State’s LTC Program May Get Nixed

In November, the state will vote on making the program tax voluntary, which would make the program financially unworkable.

IRS Accepting Applications for Tax Preparation Program Grants

Participating organizations provide free tax counseling to seniors and underserved communities.

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