AgingInvestor.com

Does Your Aging Client Have Diminished Capacity? New article just published in the Society of Certified Senior Advisors Journal. This article, originally published in the Marin County Bar Assn. Journal, discusses how to spot signs of diminished capacity in our aging clients and what you can do to keep them financially safer. It details 9 areas of financial capacity every professional with aging clients should understand. https://www.csa.us//docs/journals/journal_76/Rosenblatt.pdf

We were recently interviewed by Bill Coppel on the New Frontier podcast. We discussed the unique needs of aging clients that financial advisors should be aware of. Check it out and let us know what you think!

We recently heard from a senior financial advisor with a large firm, "Financial advisors are not interested in retired people. They’re taking money out. The advisors are interested in investors who are putting money in, not the other way around. Millions of Baby Boomers fall into this category of retired. If their advisors lose interest in them when they are no longer increasing their investments, where does that leave the retired person in need of advice?