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Author : Dana Shilling
Publisher :
ISBN 13 : 9780872186019
Total Pages : 388 pages
Book Rating : 4.1/5 (86 download)
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:
Author : Stuart D. Zimring
Publisher :
ISBN 13 : 9780820550688
Total Pages : 0 pages
Book Rating : 4.5/5 (56 download)
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:
Author : Mikol Davis
Publisher : Aginginvestor.com
ISBN 13 : 9780692702505
Total Pages : 204 pages
Book Rating : 4.7/5 (25 download)
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.
Author : CFP Board
Publisher : John Wiley & Sons
ISBN 13 : 1119436265
Total Pages : 336 pages
Book Rating : 4.1/5 (194 download)
Download or read book Client Psychology written by CFP Board and published by John Wiley & Sons. This book was released on 2018-03-13 with total page 336 pages. Available in PDF, EPUB and Kindle. Book excerpt: A Client-Centered approach to Financial Planning Practice built by Research for Practitioners The second in the CFP Board Center for Financial Planning Series, Client Psychology explores the biases, behaviors, and perceptions that impact client decision-making and overall financial well-being. This book, written for practitioners, researchers, and educators, outlines the theory behind many of these areas while also explicitly stating how these related areas directly impact financial planning practice. Additionally, some chapters build an argument based solely upon theory while others will have exclusively practical applications. Defines an entirely new area of focus within financial planning practice and research: Client Psychology Serves as the essential reference for financial planners on client psychology Builds upon and expands the body of knowledge for financial planning Provides insight regarding the factors that impact client financial decision-making from a multidisciplinary approach If you’re a CFP® professional, researcher, financial advisor, or student pursuing a career in financial planning or financial services, this book deserves a prominent spot on your professional bookshelf.
Author : CFP Board
Publisher : John Wiley & Sons
ISBN 13 : 1119095018
Total Pages : 1175 pages
Book Rating : 4.1/5 (19 download)
Download or read book Financial Planning Competency Handbook written by CFP Board and published by John Wiley & Sons. This book was released on 2015-07-09 with total page 1175 pages. Available in PDF, EPUB and Kindle. Book excerpt: The official guide for exam success and career excellence Financial Planning Competency Handbook, Second Edition is the essential reference for those at any stage of certification and a one-stop resource for practitioners looking to better serve their clients. This fully updated second edition includes brand new content on connections diagrams, new case studies, and new instructional videos, and a completely new section devoted to the interdisciplinary nature of financial planning. You'll gain insights from diverse fields like psychology, behavioral finance, communication, and marriage and family therapy to help you better connect with and guide your clients, alongside the detailed financial knowledge you need to perform to the highest expectations as a financial planner. This book contains over ninety chapters that are essential for practitioners, students, and faculty. Whether a practitioner, student, or faculty member, this guide is the invaluable reference you need at your fingertips. Comprehensive, clear, and detailed, this handbook forms the foundation of the smart financial planner's library. Each jurisdiction has its own laws and regulations surrounding financial planning, but the information in this book represents the core body of knowledge the profession demands no matter where you practice. Financial Planning Competency Handbook, Second Edition guides you from student to practitioner and far beyond, with the information you need when you need it.
Author : Jeffrey H. Rattiner
Publisher : CCH
ISBN 13 : 9780808092179
Total Pages : 544 pages
Book Rating : 4.0/5 (921 download)
Download or read book Financial Planning Answer Book (2009) written by Jeffrey H. Rattiner and published by CCH. This book was released on 2008-11 with total page 544 pages. Available in PDF, EPUB and Kindle. Book excerpt: Covering the five key areas of financial planning, this guide emphasizes its technical, tax, and regulatory aspects. The areas of discussion include investments, employee benefits and retirement plan assets, insurance, income tax and estate planning, and regulatory issues.
Author : Paula I. Hart
Publisher :
ISBN 13 : 9780764601439
Total Pages : pages
Book Rating : 4.6/5 (14 download)
Download or read book A Guide to Tax and Financial Planning for Older Clients written by Paula I. Hart and published by . This book was released on 1997-06 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : James E. Pearman (Jr.)
Publisher :
ISBN 13 :
Total Pages : 496 pages
Book Rating : 4.F/5 ( download)
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:
Author : Mary A. Languirand, Ph.D.
Publisher : Ten Speed Press
ISBN 13 : 1607744163
Total Pages : 258 pages
Book Rating : 4.6/5 (77 download)
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.
Author : Michael Gilfix
Publisher :
ISBN 13 : 9781579111427
Total Pages : pages
Book Rating : 4.1/5 (114 download)
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:
Author : CFP Board
Publisher : John Wiley & Sons
ISBN 13 : 1119440904
Total Pages : 336 pages
Book Rating : 4.1/5 (194 download)
Download or read book Client Psychology written by CFP Board and published by John Wiley & Sons. This book was released on 2018-02-19 with total page 336 pages. Available in PDF, EPUB and Kindle. Book excerpt: A Client-Centered approach to Financial Planning Practice built by Research for Practitioners The second in the CFP Board Center for Financial Planning Series, Client Psychology explores the biases, behaviors, and perceptions that impact client decision-making and overall financial well-being. This book, written for practitioners, researchers, and educators, outlines the theory behind many of these areas while also explicitly stating how these related areas directly impact financial planning practice. Additionally, some chapters build an argument based solely upon theory while others will have exclusively practical applications. Defines an entirely new area of focus within financial planning practice and research: Client Psychology Serves as the essential reference for financial planners on client psychology Builds upon and expands the body of knowledge for financial planning Provides insight regarding the factors that impact client financial decision-making from a multidisciplinary approach If you’re a CFP® professional, researcher, financial advisor, or student pursuing a career in financial planning or financial services, this book deserves a prominent spot on your professional bookshelf.
Author : Carolyn Rosenblatt
Publisher : Createspace Independent Publishing Platform
ISBN 13 : 9781976251603
Total Pages : 226 pages
Book Rating : 4.2/5 (516 download)
Download or read book Hidden Truths About Retirement & Long Term Care written by Carolyn Rosenblatt and published by Createspace Independent Publishing Platform. This book was released on 2017-09-08 with total page 226 pages. Available in PDF, EPUB and Kindle. Book excerpt: First of its kind! This book reveals the truths your clients need to know about the real cost of care in their retirement years. You have aging clients now and their numbers will rise over time. This goes deeper into the risks of needing care, and the myth that Medicare of Medicaid will take care of what most people need as they age. Written by aging experts Carolyn Rosenblatt, RN, Elder law attorney and Dr. Mikol Davis, geriatric psychologist, it offers you a wealth of knowledge you will not find from within your own industry. If you, the financial professional want to add value to what you offer clients and to distinguish yourself from robo advisors, you need to be well informed with the facts any retired person must have. Remove the vagueness from the discussion. Get some sample scripts on how to bring up the subject and the words to say to them. Stop using "average out of pocket medical costs a retired couple will spend in retirement" as a measure of what they will need. It is grossly inadequate to inform them about long term care, which is not "medical" at all. You can find out more by clicking here. Don't wait to increase your comfort with the sticky issues no one wants to face--aging takes its toll. In reading this book, you will be able to navigate the conversation with skill and grace.
Author :
Publisher :
ISBN 13 :
Total Pages : 6 pages
Book Rating : 4.:/5 (319 download)
Download or read book Getting Your Affairs in Order written by and published by . This book was released on 1988 with total page 6 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : James F. Reeves
Publisher :
ISBN 13 : 9781564336286
Total Pages : pages
Book Rating : 4.3/5 (362 download)
Download or read book Guide to Tax and Financial Planning for Older Clients written by James F. Reeves and published by . This book was released on 1995-03-01 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Dana Schilling
Publisher :
ISBN 13 : 9781954096417
Total Pages : 402 pages
Book Rating : 4.0/5 (964 download)
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.
Author : Ronald Caplan
Publisher : CRC Press
ISBN 13 : 1000815021
Total Pages : 569 pages
Book Rating : 4.0/5 (8 download)
Download or read book The Care of the Older Person written by Ronald Caplan and published by CRC Press. This book was released on 2022-12-27 with total page 569 pages. Available in PDF, EPUB and Kindle. Book excerpt: The fifth edition of this widely used book by caregivers brings to you updated and revised content, built on the basic understanding that medicine does not work in a vacuum, but rather alongside other disciplines to provide the environment for a healthy and fulfilling long life. Edited by alumni and senior faculty at McGill University, with international contributions, this book advocates the achievement of better, longer, satisfying, and more productive lives for older persons. It is a helpful resource for physicians, professional caregivers, therapists, students, and residents in medical and nursing disciplines, who care for our burgeoning older population and need to know what to look for and when to consult specialists. Key Features: 1. Follows a uniform structure with many chapters having a hypothetical vignette for instructional purposes and with the clinical chapters detailing the features and diagnosis of given conditions, along with possible management protocols specific to afflicted older individuals. 2. Builds on the success of the previous four editions to provide high-quality content from international experts for physicians and other caregivers in the field. 3. Provides possible management for pressing problems, including the nursing home challenge, pandemics such as COVID, and precision therapy for cancer.
Author : Cathy Cress
Publisher : Jones & Bartlett Learning
ISBN 13 : 9780763746421
Total Pages : 470 pages
Book Rating : 4.7/5 (464 download)
Download or read book Handbook of Geriatric Care Management written by Cathy Cress and published by Jones & Bartlett Learning. This book was released on 2007 with total page 470 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book is a reference which addresses the many settings that geriatric care managers find themselves in, such as hospitals, long-term care facilities, and assisted living and rehabilitation facilities. It also includes case studies and sample forms.
