Despite widespread concern about long-term care needs, the topic often is the ‘elephant in the room’ when it comes to financial planning.
Stacy Francis is the President and CEO of Francis Financial & founder of Savvy Ladies™, empowering women to achieve financial independence. When my mother was diagnosed with breast cancer that had ...
The possibility of dementia or other forms of diminished capacity among older clients begs the need for technical estate planning and thoughtful coordination with their families. That was the key ...
As a financial adviser in an almost 40-year-long practice, I work very hard to keep my aging client base educated on anything that might be a risk to them or their financial plan. Financial ...
In the United States, long-term care is expensive and not covered by Medicare. Welcome back to "Ask an Advisor," the advice column where financial professionals answer questions from real people. The ...
Financial exploitation of elderly individuals challenges CPAs who provide financial planning, prepare tax returns, or provide accounting and reporting services to recognize potential exploitation and ...
Forbes contributors publish independent expert analyses and insights. Mother’s Day is a time for celebration, reflection and maybe a moment to talk about the hard stuff. As our parents age, many of us ...