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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Bluespring Wealth Partners Acquires Scottsdale, Ariz., firm

Led by husband and wife Kevin and Carrie Dick, KDI Wealth Management oversees $750M in client assets and is rated in the top 10 in state by Forbes.

Judge Halts Rule Capping Credit-Card Late Fees

A federal judge in Texas halted the Consumer Financial Protection Bureau's new rule capping credit card late fees at $8.

Inflation, Economic Uncertainty Upending Retirement Dreams for Many

Nationwide’s Advisor Authority survey finds many are taking non-traditional approaches to retirement, including moving in with their adult children.

Perigon Wealth Management Appoints Head of Advisor Success and Integration

Maria Daley has more than 30 years of experience leading business development and relationship management teams.

SEC Wants RIAs to Verify Customer Identities

The SEC and Treasury say the rule is needed because customers have used RIAs for illicit foreign financial activity in the United States.

Concerns About Insufficient Savings Keep Many Retirees Awake, Survey Finds

Among those in retirement, 32% fear they have too little savings, according to the Schroders 2024 US Retirement Survey.

Families to Save $10 Billion Annually in Credit Card Late Fees

This estimate comes from the Consumer Financial Protection Bureau, whose new rule capping late fees at $8 is effective May 14.

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