Monday, May 17, 2021

Longevity

Gerontologist Says More People Need Advisors Involved in Long-Term-Care Decisions

Start long-term-care conversations early so you’re not scrambling to help clients raise cash. (by Molly Prues)

Help Aging Clients Escape ‘Invisibility’ Syndrome

These four steps can help assure clients they’re being seen, heard. (By Lynn Ballou)

Trouble Managing Money May Be an Early Sign of Dementia

Advisors sit in a good seat to spot clients' early problems of dementia and help families craft new plans to protect assets. (By Michelle Andrews)

Advisor, 73, Takes Longevity Test; Plans To Work Another 25 Years

This jack-of-all trades advisor was told he will live to 98, and he plans to make the most of it.

‘I Learned to Keep it Simple, Stupid,’ says Advisor in Practice 45 Years

He also teaches younger advisors to show respect and be patient with older clients.

Optimism Has Guided 82-Year-Old Advisor Through Career Changes and Cancer Treatment

He found his passion as a fiduciary after seeing small business owners struggle.

How Long Can You Work as an Advisor? Maybe as Long as You’d Like  

Now is the time for financial advisors to rethink whether they really want to retire. (By Bradley Jenson)

Caregiving is This 74-Year-Old Advisor’s Lifelong Calling

She doesn’t plan to retire her planning or nursing credentials anytime soon.

How Long Can You Live? Perhaps Longer Than You Think

Biotechnology and geroscience are making the 100+ year life a reality, says this advisor. (By Bradley Jenson)

Few Older Adults are Being Screened and Tested for Hearing Loss

Only one in five polled say their doctors have recently asked about their hearing.

Latest News

Boomers Would Rather Have More Money Than More Free Time, Finds Survey

Nearly one-quarter of boomers say they’d use free time to develop a skill or turn a hobby into a side hustle. (By Ravi Kumar)

Gerontologist Says More People Need Advisors Involved in Long-Term-Care Decisions

Start long-term-care conversations early so you’re not scrambling to help clients raise cash. (by Molly Prues)

Going Back to School Won’t Lead to a Better Job for the Pickleball Crowd

Clients in their 50s may fair better with a side hustle instead of another diploma. (By Beth V. Walker)

Generate ‘Relationship Alpha’ By Teaming with Your Clients’ Tax Professionals

Six strategies for advisors to add value during and well beyond tax-filing season. (By Leslie Geller)