The following letter, based on a real life situation with a friend and the friend's financial advisor, offers a peek at issues concerning boomer clients (all names are fictitious): Dear Roger: Thank you for spending...
Baby boomers are intent on getting the most out of life and their money for many years to come. Whether they will or not, though, is far from guaranteed. What does this demographic really need and what does that mean...
It sounds somewhat crass to say, but besides being a great destroyer of health, dementia can also destroy many a grand retirement plan. The fact of the matter is, after the age of 60, the risk of suffering from...
Financial advisors know too well that optimism can be a negative force especially when it is applied to planning for a client's medical care. People from all walks of life tend to think positively when it comes to...
There is one thing that can be deadly medicine to the financial health of even well-prepared clients: long-term care. This year, the number of men and women over the age of 65 who will need long-term care will hit...
Health care costs are likely to be any retiree's greatest expense. Financial advisors, then, need to address the potential havoc health risks can have on a client's financial plan. The problem is: How to get clients...
The Terry Schiavo case incited passionate debate about a number of different issues. While opponents squared off on emotionally charged topics like quality of life and the government's proper role in such an event...
At 6 feet 1 inch, 247 pounds and only 31 years old, Tedy Bruschi doesn't fit most people's profile of a stroke victim. But just two weeks after helping his team win the Super Bowl, the star New England Patriots...
