Practical analysis for investment professionals

long-term care


Filial Support Laws: “A Sleeping Giant”

US filial support laws could be a potential "sleeping giant." For those with clients who refuse to acknowledge the importance of planning for long-term health care in retirement, read on.

Why Financial Advisers Need to Talk to Clients about Elder Care

With baby boomers aging and average life expectancies rising, financial advisers need to address elder care in their conversations with clients.

Long-Term Care Planning: Five Common Mistakes

As Baby Boomers age and average life expectancies climb, more and more financial advisers will need to broach an uncomfortable topic: aging and the need to make provisions for growing older and having extended health care issues.

Grappling with Alzheimer’s: Advising Clients on the High Costs of Aging

Understanding dementia and its financial implications, as well as a host of other eldercare issues, extends well beyond attorneys: It is something every financial adviser with elderly clients, or clients approaching retirement, should know more about.



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