Hidden Truths About Retirement And The Cost of Care

By Carolyn Rosenblatt, RN, Elder Law Attorney, and Dr. Mikol Davis, Geriatric Psychologist

Most people expect to stay in their own homes as they age but few of us really look at what it can cost to do that. We need basic facts about our own aging as potentially being expensive. This 7-point checklist is a wake-up call that exposes myths many people believe. Find out the truth.

Most advisors discuss with clients they will need to plan for "out of pocket medical costs." But this is without fully understanding that retirees will face about a 70% chance of having to pay out of pocket for a lot of other care that is non-medical. Our checklist reveals some of the hidden truths.

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Hidden Truths About Retirement And The Cost of Care

7 Warning Signs Of Financial Elder Abuse

By Carolyn Rosenblatt, RN, Elder Law Attorney, and Dr. Mikol Davis, Psychologist

Financial abuse of elders in the US is costs over $36B a year. Scammers and thieves are sneaky and effective. Find out what to look for with clients who are vulnerable because of age and particularly because of cognitive decline or dementia. When you know the warning signs you can keep clients safer.

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7 Warning Signs Of Financial Elder Abuse

10 Red Flags of Diminished Capacity

By Carolyn Rosenblatt, RN, Elder Law Attorney, and Dr. Mikol Davis, Psychologist

Financial firms across the country are urged to pay more attention to the risks clients have when they develop diminished capacity. Know what to watch for with your clients so you can take immediate steps to keep them safe from fraud and abuse. This brief checklist is your guide.

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10 Red Flags Of Diminished Capacity

Busy Advisors’ Quick Start Senior Program Checklist

By Carolyn Rosenblatt, RN, Elder Law Attorney, and Dr. Mikol Davis, Geriatric Psychologist

If you have some elderly clients in your book, you will be on safe ground with regulators when you develop a senior-specific program. This kind of program anticipates that some clients will develop diminished capacity. Use this checklist to get started with simple steps to create a basic program for senior investors in your office.

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Busy Advisors’ Quick Start Senior Program Checklist

Ten Steps To Better Planning For Long Term Care- Checklist

By Carolyn Rosenblatt, RN, Elder Law Attorney, and Dr. Mikol Davis, Geriatric Psychologist

Be specific in helping clients plan for the possibility of long term care in the last phases of retirement. Telling them about long term care insurance is never enough.

Help yourself with your own checklist so you can cover all the essential topics now.

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Ten Steps To Better Planning For Long Term Care-Checklist

Advisor’s Seven Point Checklist–Best Planning For Aging Clients With No Family

By Carolyn Rosenblatt, RN, Elder Law Attorney, and Dr. Mikol Davis, Geriatric Psychologist

If you have any single aging clients without family to look out for them as they age, they are “elder orphans” and require special planning with you. Cover your bases so that you and they are not caught in a trap at the time of a crisis. Protect yourself with a checklist of what you need to do.

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Advisor’s Seven Point Checklist–Best Planning For Aging Clients With No Family