Lifestyle Changes Bring Increased Risk to Older Clients and Advisors – Part 2
In our last blog post, Lifestyle Changes Bring Increased Risk to Older Clients – Part1, we explored the need to rethink the planning paradigm for older clients and actively shift to assuming a 100-year lifespan. However, a 100-year lifespan does not necessarily equal 100 years of good health. We know that in the last decade of a person’s life, there could be more focus on health issues, medical coordination, and….
Lifestyle Changes Bring Increased Risk to Older Clients and Advisors – Part 2 Continue Reading »
Caregiving, Elder Management, Estate Planning




