A Long-Term Care Primer: The Need and the LTCI Option
The need is great now and will only grow greater. Insurers are beginning to step up.
Having the 'Driving' Conversation With Older Clients, or Their Parents
Help for clients, or advisors, who must have a difficult conversation with aging family members about giving up driving.
Starting the ‘Conversation’ With Aged Parents: A Financial Geriatric Tip
Tips on how to have the difficult 'conversation' with aged parents on changes in health that will affect their lifestyle, driving, personal appearance, managing finances and more.
Advisor Online Resources for Caregivers to the Aged
Sites advisors can use to provide comfort, support and resources for caregivers to the elderly.
What the Millennial Generation Will Expect From Their Advisors
Poised to inherit up to $40 trillion, this cohort are digital natives, networkers and consensus builders
Clients and the New Higher Deductibility Limits for LTC Insurance
The planning implications of the new IRS guidelines on long-term care insurance
Help for Clients Who Want to Age in Place on Taxes, Technology and Medication
In our search to address the issues for our clients and our own families of living to a ripe old age, remaining in the homestead is a topic that comes up frequently. There's help to do just that from associations, tech companies and even the IRS
The Case for a Healthcare Advocate, Part III: Navigating the Medicare Maze
For your clients, family members, and yourself, keep a simple document on hand that lists your medical and emergency data and contacts. Simple but effective.
The Case for a Healthcare Advocate, Part II: The Documents You’ll Need
For your clients, family members and yourself, keep a simple document on hand that lists your medical and emergency data and contacts. Simple but effective.
The Case for a Healthcare Advocate: The Financial Gerontologist Blog
I would recommend that anyone with elderly parents or grandparents inquire with the insurance company (or other relevant service provider) if they have an "authorization to release information and/or designation of a representative." This way, you are able to act efficiently on the elderly person's behalf and make their life...