Avoid Family Conflict—Plan Ahead With Aging Parents

RELATED CONTENT

Become the Resource Expert for Older Clients in Transition

Horsesmouth Essential: Maintaining independence and living at home—every older client wants that. Unique service providers are springing up to support this need, but most advisors don’t know about them. Develop a network of these providers, and you’ll not only add value to clients, but also cultivate more referral power with attorneys and CPAs.

Holistic Help for Clients Caring for Aging Parents

Horsesmouth Essential: Along with college and retirement, caregiving can take a big toll on a client’s finances. Help your clients shoulder the burden by offering these planning and elder-care resources. Not only will you provide welcome help to your clients, but you’ll cement your position within the family as a caring and compassionate advisor.

Alzheimer's: What If Your Client Has It?

As the population ages, Alzheimer's is on the rise. Here's how to spot the disease and handle the unique client management situations it can create.

Help Clients Decide: Is It Time for Assisted Living?

Many of your clients have elderly parents or relatives, and at some point, they may be faced with a painful question: How do you know when loved ones are ready for long-term care? Use this test to help clients spot the warning signs of aging and illness.

Senior Memory: What's Happening in Their Heads and 10 Ways to Deal With It

Horsesmouth Essential: Memory loss happens, but assuming that it's inevitable is part of the problem. You can work with your elderly clients to preserve and increase memory, an effort that can ease relations and build trust. Here's how.

Financial Planning for Aging Parents

Many of your clients are part of the sandwich generation—bringing up children while also caring for their parents. That means in addition to college planning, you may be called upon to provide advice on eldercare. Here are the issues you need to cover.