How comprehensive are your clients' financial plans?

Jul 14, 2014 @ 11:07 am

Given the wide range of senior housing options now available, it's important to understand and prepare financially for the inevitable decision that each of your clients will have to make for themselves or a loved one: where should I live as I age? Working in collaboration with The Center for Innovative Care in Aging at the Johns Hopkins University School of Nursing, we focused on the most common housing options available for older adults and their families and some of the considerations that may guide a seniors' housing selection.

Click here to view the entire Special Report The crisis facing your aging clients

0
Comments

What do you think?

View comments

Recommended for you

Sponsored financial news

Featured video

Events

Cybersecurity threats advisers are seeing right now

The key threats advisers are seeing right now seem to change daily. Michelle Thetford of Schwab Advisor Services explains how to protect yourself and your clients.

Latest news & opinion

Odds are, the $700M Powerball winner will need lots of advice

A good financial adviser — or, better yet, a team of them — would provide a sense of perspective and calm that would hopefully prevent this winner from following in the footsteps of so many past winners who wound up broke in just a few years.

Emerging issues affecting financial advice

The profession will need to adjust to enormous shifts in the socioeconomic environment in the coming decade.

Cetera broker-dealers to pay back $3.3 million to clients overcharged for mutual funds

Over an eight-year period, the B-Ds failed to properly supervise sales charge waivers to clients in retirement plans and charitable organizations.

Fiduciary advocates press CFP Board for specifics on standards changes

Meanwhile, few brokerages and their trade associations, which blasted the DOL's fiduciary rule in comment letters, are responding to the CFP Board's proposal.

Big gains attract new money to emerging markets, but should investors stay?

An estimated $6.7 billion has flowed into emerging-market stock funds and ETFs so far this year, according to Morningstar.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print