
Category: Financial Health


Your Loved Ones and Identity Theft
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

Loved Ones and the Distance Challenge

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

Talk to Your Clients about Aging
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