Wednesday, January 19, 2022

Work Life

Why Putting Off Retirement Might Help Ward Off Dementia

A new study shows measurable differences in cognitive decline between those who bow out of the workforce earlier versus later in life.

A ‘Transition Ninja’ Contemplates His Own Retirement

Helping clients and other men plan their next acts didn’t prepare this financial planner for the emotions of selling his own RIA firm. (By Michael Kay)

Saving Lives by Advancing Organ Transplants is This Advisor’s Passion

Joseph Z. Kowalsky is a dedicated advocate of cryogenics research.

A Generation Gap Becomes a Selling Point for this Advisory Firm

A 67-year-old advisor has an epiphany: A partner nearly 30 years younger is an asset, not a liability. (By Eleanor O'Sullivan)

Why I Became a ‘Modern Elder’ and Why You Should, Too

An advisor learning to guide clients to the 100-year-life is eager to share his newly-acquired wisdom. (By Bradley Jenson)

Enjoy an Elegant Picnic This Holiday Season

Whether traveling by car or plane, here’s now to do it in style, says this coach to advisors of HNW clients. (By Bryce Sanders)

The Disincentive to Working Longer

Continuing to work seems like an easy solution to a retirement shortfall, but it’s not that simple, say experts.

The Most Critical Question for Retirement: Why?

To help your clients plan for a more successful retirement, urge them to dig deeper.

Help Clients Find an Age-Friendly Employer

Consider and share these many resources to help them find an employer who provides equal opportunity, regardless of age. (By Nancy Collamer)

Using an ‘In Marriage QDRO’ to Share Assets

This qualified domestic relations order evens out assets for married couples — but it can be tricky if they later divorce. (By John Gehri and Monica Dwyer)

Latest News

EBRI Says Retirees Need to Save More for Healthcare

The increased savings required to cover rising healthcare costs hasn’t been this big in a decade.

Social Security Cheat Sheet

Financial advisor Devin Carroll has developed a "cheat sheet" for 2022 Social Security benefits. It is an easy reference for key provisions.

Higher Mortality, Lower Quality at PE-Owned Nursing Homes, Studies Say

Nursing homes owned by private equity firms and large chains have higher mortality rates and lower quality, according to recent research.

Keep Older Guests Safe During the Holidays  

Medical expert offers suggestions on how to reduce COVID-19 risks during this season's social gatherings.