Financial Planning For Senior Clients

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Financial Planning for Senior Clients

Author : Dana Schilling
Publisher :
ISBN 13 : 9781954096417
Total Pages : 402 pages
Book Rating : 4.0/5 (964 download)

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Book Synopsis Financial Planning for Senior Clients by : Dana Schilling

Download or read book Financial Planning for Senior Clients written by Dana Schilling and published by . This book was released on 2022-05-13 with total page 402 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book not only examines financial, tax, insurance, and estate planning considerations, it also provides guidance on healthcare choices including Medicare and Medicaid and housing options, such as assisted living and long term care. The guide also addresses issues related to employment, such as the timing of retirement, when to claim social security benefits, and tax issues around IRAs and 401ks. Also covered are the latest laws, such as the required minimum distribution changes and other effects of the Secure Act and the CARES Act. Case studies provide examples of the issues that retirees and their families face and how and financial planner can address them. Includes a template of questions to ask when discussion a financial plan with a senior client. This updated look at the Senior Client includes: Issues related to COVID 19, such as: the advantages and disadvantages of nursing home care or home health care, how senior living communities will need to change, such as increasing the use of outdoor space and designing ways to isolate seniors, the reuse of hotels closed because of COVID as senior communities, nursing home COVID reporting requirements, increased used of Silvertech (electronic and computerized devices that help seniors stay healthier and more connected) during the pandemic, changes to FMLA leave under the Families First Coronavirus Response Act, how isolation of seniors because of COVID has made it more difficult to identify elder abuse, financial exploitation of seniors during COVID, and the effect of the increased rate of seniors retiring as a result of COVID. Discussion of the Secure Act, including the new required minimum distribution (RMD) amounts, the higher age limits when RMDs must be taken, as well as requirement when beneficiaries are required to withdraw funds from inherited IRAs. Issues related to the CARES Act, including the suspension of foreclosures and extension of the Family Medical and Leave Act and new rules allowing increased withdrawls from a 401k without a premature distribution penalty. Analysis of the issues related to Long Term Care Insurance (LTCI), which covers nursing, social and rehabilitation services and hybrid LTCI. Estate planning for digital assets, including cryptocurrency and non-fungible tokens.

California Guide to Tax, Estate & Financial Planning for the Elderly

Author : Stuart D. Zimring
Publisher :
ISBN 13 : 9780820550688
Total Pages : 0 pages
Book Rating : 4.5/5 (56 download)

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Book Synopsis California Guide to Tax, Estate & Financial Planning for the Elderly by : Stuart D. Zimring

Download or read book California Guide to Tax, Estate & Financial Planning for the Elderly written by Stuart D. Zimring and published by . This book was released on 2001 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Financial Planning for the Older Client

Author : Dana Shilling
Publisher :
ISBN 13 : 9780872186019
Total Pages : 388 pages
Book Rating : 4.1/5 (86 download)

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Book Synopsis Financial Planning for the Older Client by : Dana Shilling

Download or read book Financial Planning for the Older Client written by Dana Shilling and published by . This book was released on 2001 with total page 388 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Succeed with Senior Clients

Author : Mikol Davis
Publisher : Aginginvestor.com
ISBN 13 : 9780692702505
Total Pages : 204 pages
Book Rating : 4.7/5 (25 download)

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Book Synopsis Succeed with Senior Clients by : Mikol Davis

Download or read book Succeed with Senior Clients written by Mikol Davis and published by Aginginvestor.com. This book was released on 2016-04-25 with total page 204 pages. Available in PDF, EPUB and Kindle. Book excerpt: Finally! A book for financial professionals that spells out what you need to do with your aging investors. An advisor has an average of 7 clients with some kind of cognitive impairment. Yet nowhere in the industry's many sources of information is there a good clear description of how you are supposed to manage them as they become less capable and more vulnerable to abuse. No wonder it has been unclear until now. The only people writing to the financial services field about aging issues are from within the industry itself. It takes those from outside with specific aging expertise to help you, the advisor find a clear path to follow. Aging experts Carolyn Rosenblatt, RN and elder law attorney and Dr. Mikol Davis, a geriatric psychologist have joined their skill sets and offer you a first of its kind work on success strategies with your aging clients. This is not another book about retirement. Instead it addresses the thornier questions about aging such as diminished capacity, financial elder abuse, working with aging client's families and what the regulators all want you to do to keep your older clients safer. Would you recognize diminished capacity? Would you know how to document it and what to do next? Succeed With Seniors gives you the word descriptors to use and lays out a path from when you see the signs to documentation, escalation and approaching the problematic client. Whether you work for a large organization a medium sized firm or you're an independent in a solo office, you will benefit from building expertise with aging clients from reading this book. Besides offering practical tips for everyday use as well as time-saving checklists, this unique work helps you see your aging client from a distinctly problem solving point of view. Never worry again that you don't know what to do next when a client shows signs of cognitive decline. Build your confidence today with the guiding hand of two experienced aging experts at your side.

Financial Planning for Older Clients

Author : James E. Pearman (Jr.)
Publisher :
ISBN 13 :
Total Pages : 496 pages
Book Rating : 4.F/5 ( download)

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Book Synopsis Financial Planning for Older Clients by : James E. Pearman (Jr.)

Download or read book Financial Planning for Older Clients written by James E. Pearman (Jr.) and published by . This book was released on 2001 with total page 496 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Packing For Retirement

Author : James L. Flanagan
Publisher : Gatekeeper Press
ISBN 13 : 1642373222
Total Pages : 210 pages
Book Rating : 4.6/5 (423 download)

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Book Synopsis Packing For Retirement by : James L. Flanagan

Download or read book Packing For Retirement written by James L. Flanagan and published by Gatekeeper Press. This book was released on 2019-03-22 with total page 210 pages. Available in PDF, EPUB and Kindle. Book excerpt: Packing for Retirement is a must-read for anyone who is planning on retiring or who has recently retired. This easy-to-read book is complete with information that everyone needs to know about retirement planning, what this life transition means now and what it is likely to mean in the future . Packing for Retirement provides you with a roadmap to planning a successful and happy retirement. Longevity is changing the way we live the later part of life and as a result, we need the financial tools and resources to live our best lives. The author identifies the 10 most critical questions any retiree must answer, and helps the reader to understand the biggest risk in retirement - health, then demonstrates the ways in which a person can protect what they have worked for with insurance strategies and sound estate planning advice. This book includes self-assessments, check lists, sample form templates and most importantly, an action plan for every person planning to retire or navigating retirement. If you are between the ages of 50-70 and want to know about the inner workings of health care, taxes, IRAs, income planning and long-term care you must read this book. WARNING! The contents of this book have the possibility to change your life. Implement a few of these strategies and enjoy your ability to earn more, worry less while capitalizing on your longevity bonus.

Retire Wealthy

Author : Eric D. Brotman, CFP®
Publisher : Author House
ISBN 13 : 1496911245
Total Pages : 209 pages
Book Rating : 4.4/5 (969 download)

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Book Synopsis Retire Wealthy by : Eric D. Brotman, CFP®

Download or read book Retire Wealthy written by Eric D. Brotman, CFP® and published by Author House. This book was released on 2014-06-26 with total page 209 pages. Available in PDF, EPUB and Kindle. Book excerpt: In his second book, Eric Brotman aims to arm you with the tools you need to achieve an independent and dignified retirement. Specifically, "Retire Wealthy" is designed... 1) To provide a financial literacy tool for you to learn the basics. 2) To motivate you to get on the path to financial independence and to have the tools you need to help make the journey a rewarding one. 3) To provide a process and various strategies you can use in doing financial planning and wealth-building on your own or with your financial advisor. (Would also like to see 1-2 testimonials on the back cover)

Planning for the Elderly: A Financial Guide to Aging

Author : Keith R. Fevurly
Publisher : Publisher Services
ISBN 13 : 9780578721354
Total Pages : 268 pages
Book Rating : 4.7/5 (213 download)

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Book Synopsis Planning for the Elderly: A Financial Guide to Aging by : Keith R. Fevurly

Download or read book Planning for the Elderly: A Financial Guide to Aging written by Keith R. Fevurly and published by Publisher Services. This book was released on 2020-08 with total page 268 pages. Available in PDF, EPUB and Kindle. Book excerpt: Plan for your elder or senior years, defined here as age 55 and over. This comprehensive book focuses on all relevant topics and events occurring in the life of an elderly individual, including the loss of a spouse and parent. There is a specific focus on retirement planning and retirement income strategies as well as basic estate planning for the elderly individual or couple. Learn how to maximize Social Security retirement, spousal and survivor's benefits, Medicare, and long term care coverage. The book also discusses where a senior should live during retirement and includes the often-neglected topic of succession planning for a family business owner. An added bonus of the book is an appendix of forms that may be used by the senior in estate and family business planning.Written by an expert and long- standing educator in the field of personal financial planning, Planning for the Elderly: A Financial Guide To Aging, is a comprehensive summary of issues important to the elderly individual in preparing for and living in the 'golden years'. The author, Keith Fevurly, is an estate planning attorney and investment advisor with Integra Financial Planning, Inc., Greenwood Village, Colorado.

Advising Seniors about Their Money

Author : United States. Congress. Senate. Special Committee on Aging
Publisher :
ISBN 13 :
Total Pages : 236 pages
Book Rating : 4.0/5 ( download)

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Book Synopsis Advising Seniors about Their Money by : United States. Congress. Senate. Special Committee on Aging

Download or read book Advising Seniors about Their Money written by United States. Congress. Senate. Special Committee on Aging and published by . This book was released on 2008 with total page 236 pages. Available in PDF, EPUB and Kindle. Book excerpt:

The One-Page Financial Plan

Author : Carl Richards
Publisher : Penguin UK
ISBN 13 : 0241971675
Total Pages : 224 pages
Book Rating : 4.2/5 (419 download)

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Book Synopsis The One-Page Financial Plan by : Carl Richards

Download or read book The One-Page Financial Plan written by Carl Richards and published by Penguin UK. This book was released on 2015-03-31 with total page 224 pages. Available in PDF, EPUB and Kindle. Book excerpt: A simple, effective way to transform your finances and your life from leading financial advisor and New York Times columnist Carl Richards Creating a financial plan can seem overwhelming, but the best plans aren't long or complicated. A great plan has nothing to do with the details of how to save and invest your money and everything to do with why you're doing it in the first place. Knowing what's important to you, you will be able to make better decisions in any market conditions. The One-Page Financial Plan will help you identify your values and goals. Carl Richard's simple steps will show you how to prioritize what you really want in life and figure out how to get there. 'In a world where financial advice is (often purposely) complicated and filled with jargon, Carl Richards distils what matters most into something that is easy and fun to read' Wall Street Journal 'Feeling tormented by your finances? Read this book. Now. The One-Page Financial Plan helps you identify what you truly want from life, get crystal clear about the financial position you are starting from today, and develop a simple, actionable plan to narrow the gap between the two' Manisha Thakor, CEO at MoneyZen Wealth Management Carl Richards is a certified financial planner and a columnist for the New York Times, where his weekly Sketch Guy column has run every Monday for over five years. He is also a columnist for Morningstar magazine and a contributor to Yahoo Finance. His first book, The Behavior Gap, was very well received, and his weekly newsletter has readers around the world. Richards is a popular keynote speaker and is the director of investor education for the BAM ALLIANCE.

Hidden Truths about Retirement and Long Term Care the Financial Advisors' Guide

Author : Carolyn Rosenblatt
Publisher :
ISBN 13 : 9780692941874
Total Pages : 226 pages
Book Rating : 4.9/5 (418 download)

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Book Synopsis Hidden Truths about Retirement and Long Term Care the Financial Advisors' Guide by : Carolyn Rosenblatt

Download or read book Hidden Truths about Retirement and Long Term Care the Financial Advisors' Guide written by Carolyn Rosenblatt and published by . This book was released on 2017-07-27 with total page 226 pages. Available in PDF, EPUB and Kindle. Book excerpt: Have you ever felt uncomfortable discussing long-term care with retirement-aged clients? Do you know what to say about the current options?We have the answers you need. Carolyn Rosenblatt, R.N., Elder Law Attorney and co-author Dr. Mikol Davis, Geriatric Psychologist, are aging experts and thought leaders in how aging affects financial services.This husband-wife team brings extensive experience from nursing, law and psychology to ease your mind about how to address the long-term care issues your clients face. We have consulted and advised hundreds of older people and their families on the many challenging and uncomfortable issues related to aging and the cost of care. We have intimately observed the shock and hardship that follow a lack of good financial planning for the actual cost of long-term care.This book grew out of our distress at seeing the increasing need of financial professionals to do what is right for their clients as they age, but lacking thepractical knowledgeable of future care costs.We wrote this to reveal the hidden costs of longevity every advisor must know to be effective in retirement planning. The subjects we touch on here are not easy. Clients never want to think they will really need long-term care. But you, the professional can add a great deal of value to what you provide them--realistic advice about the future. In truth, we don't always remain independent and we will likely need to pay for help at some point. This book promotes youbeing a smart resource. Now you can guide clients masterfully on their journey through aging.

Advising the 60+ Investor

Author : Darlene Smith
Publisher : John Wiley & Sons
ISBN 13 : 9780471333531
Total Pages : 250 pages
Book Rating : 4.3/5 (335 download)

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Book Synopsis Advising the 60+ Investor by : Darlene Smith

Download or read book Advising the 60+ Investor written by Darlene Smith and published by John Wiley & Sons. This book was released on 1999-06-09 with total page 250 pages. Available in PDF, EPUB and Kindle. Book excerpt: Advising the 60+ Investor offers tax and financial planners an authoritative resource for the financial concerns of those who have retired or are about to retire. Drawing on the combined expertise of tax, finance, and accounting professionals, this book makes it easier for financial advisors to present their clients with a full range of planning strategies and to provide practical advice custom tailored to their clients' individual circumstances. An abundance of detailed, real-world examples illustrate many of the most common financial situations faced by older investors, and handy computation aids and data tables make calculations clear, quick, and straightforward.

How to Age in Place

Author : Mary A. Languirand, Ph.D.
Publisher : Ten Speed Press
ISBN 13 : 1607744163
Total Pages : 258 pages
Book Rating : 4.6/5 (77 download)

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Book Synopsis How to Age in Place by : Mary A. Languirand, Ph.D.

Download or read book How to Age in Place written by Mary A. Languirand, Ph.D. and published by Ten Speed Press. This book was released on 2013-09-03 with total page 258 pages. Available in PDF, EPUB and Kindle. Book excerpt: The first authoritative and comprehensive guide to "aging in place"--a burgeoning movement for those who don't want to rely on assisted living or nursing home care--which allows seniors to spend their later years living comfortably, independently, and in their own home or community. For millions of Americans, living in a nursing home or assisted living facility is not how they’d prefer to spend their retirement years. This is why more and more people are choosing to “age in place.” In this empowering and indispensable book, clinical psychologists and aging specialists Mary Languirand and Robert Bornstein teach readers how, with planning and foresight, they can age with dignity and comfort in the place of their own choosing. How to Age in Place offers useful, actionable advice on financial planning; making your home physically safe; getting around; obtaining necessary services; keeping a healthy mind, body, and spirit; and post-retirement employment. A necessary resource for seniors, their adult children, and eldercare professionals, How to Age in Place is both a practical roadmap and inspirational guide for the millions of seniors who want to make their own decisions and age well.

Tax, Estate & Financial Planning for the Elderly

Author : Michael Gilfix
Publisher :
ISBN 13 : 9781579111427
Total Pages : pages
Book Rating : 4.1/5 (114 download)

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Book Synopsis Tax, Estate & Financial Planning for the Elderly by : Michael Gilfix

Download or read book Tax, Estate & Financial Planning for the Elderly written by Michael Gilfix and published by . This book was released on 2019 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:

Retirement Planning Beyond 55

Author : Paul O'neill, Ed.d
Publisher : Createspace Independent Publishing Platform
ISBN 13 : 9781535233392
Total Pages : 158 pages
Book Rating : 4.2/5 (333 download)

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Book Synopsis Retirement Planning Beyond 55 by : Paul O'neill, Ed.d

Download or read book Retirement Planning Beyond 55 written by Paul O'neill, Ed.d and published by Createspace Independent Publishing Platform. This book was released on 2016-07-11 with total page 158 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book is written for a fairly selective audience: those beyond age 55 who feel a need to review and improve their retirement financial plans. All of the strategies, specific techniques, and examples in this book focus on the needs of those in this critical phase of retirement planning.While grounded in solid financial theory, the book takes a very pragmatic approach, describing investing and planning techniques drawn from the experience of the author. Readers can use the material to either do the financial planning work on their own, or to more efficiently work with CERTIFIED FINANCIAL PLANNER(tm) professionals.

Financial Planning for Older Clients

Author : James E. Pearman
Publisher :
ISBN 13 :
Total Pages : 375 pages
Book Rating : 4.:/5 (128 download)

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Book Synopsis Financial Planning for Older Clients by : James E. Pearman

Download or read book Financial Planning for Older Clients written by James E. Pearman and published by . This book was released on 2000 with total page 375 pages. Available in PDF, EPUB and Kindle. Book excerpt:

Personal Finance For Seniors For Dummies

Author : Eric Tyson
Publisher : John Wiley & Sons
ISBN 13 : 0470636971
Total Pages : 347 pages
Book Rating : 4.4/5 (76 download)

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Book Synopsis Personal Finance For Seniors For Dummies by : Eric Tyson

Download or read book Personal Finance For Seniors For Dummies written by Eric Tyson and published by John Wiley & Sons. This book was released on 2010-04-01 with total page 347 pages. Available in PDF, EPUB and Kindle. Book excerpt: The fast and easy way for Baby Boomers to protect their financial future Are you nearing (or already basking in) retirement? This helpful guide addresses the unique financial opportunities and challenges you'll face as you enter your golden years. Personal Finance For Seniors For Dummies empowers you to chart your financial course for the decades to come, guiding you through the basics of creating a budget for retirement, investing accrued assets, taking advantage of governmental and nongovernmental benefits and planning for your family's future. You'll get trusted, practical information on reexamining investment strategies and rebalancing a portfolio, long-term care options, pension plans and social security, health care, Medicare, and prescription drug costs, and so much more. Advice on how to invest, spend, and protect your wealth Guidance on wills and trusts Other titles by Tyson: Personal Finance For Dummies, Investing For Dummies, and Home Buying For Dummies Personal Finance For Seniors For Dummies is basic enough to help novices get their arms around thorny financial issues, while also challenging advanced readers to identify areas for improvement.