Folks in the “sandwich generation” care for and safeguard both their children and their aging loved ones. Many are also dealing with the challenges of work, adding to their stress. Making matters worse for the sandwich generation are the increasing number of identity theft and financial fraud cases targeting unsuspecting, vulnerable senior citizens. Recent press… Read More
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Loved Ones and the Distance Challenge
I grew up in Massachusetts in a small town in the western half of the state. It’s a pretty little place with a couple of big lakes, one stoplight and not much else. Dad still lives there, in the same house that he and Mom bought 35 years before. Three years ago, my husband took… Read More
The Changing Face of Retirement
The prospect of retirement is evolving. Once thought to be symbolic of a more leisurely lifestyle, today’s retirees often have no plans to slow down their pace. Retirement has become a fluid notion—one in which an older adult may choose to alter the course of his or her career instead of simply ending it. This… Read More
Three Important Reasons You Need to Talk to Your Clients about Aging this Holiday Season
The holidays are not simply a season of gift giving, parties and family festivities. They’re also a time for reflection and preparation – for resolutions, making lists and considering financial plans for the new year and beyond. When people focus on their personal and family finances, saving, investing and long-term planning are usually on the… Read More
The Impact of Aging on Financial Capacity
Here’s the good news: people are living longer. Every month, more than a quarter of a million people turn 65 in this country. And before the year 2050, seniors will outnumber children for the first time in our nation’s history. Is there a downside to this picture? In some respects – yes. The fact that… Read More
What is Undue Influence?
A woman suffering from minor cognitive issues receives numerous calls from a telemarketer. It’s clear that she is confused and doesn’t understand the details of the sale. An older gentleman’s will has been consistent for decades, leaving the bulk of his estate to his children. A new aide begins isolating him from friends and family,… Read More