This site uses cookies to improve your experience. By viewing our content, you are accepting the use of cookies. To help us insure we adhere to various privacy regulations, please select your country/region of residence. If you do not select a country we will assume you are from the United States. View our privacy policy and terms of use.

Remove 2040 Remove Estate Planning Related Topics
Client Management Insurance Coverage Financial Advice Financial Planning Financial Advisor Retirement Taxes Numbers Retirement Planning Assets More Related Topics >
article thumbnail

How Financial Advisors Can Help Protect Elderly Clients From Fraud

WiserAdvisor

FEBRUARY 21, 2023

is expected to have an astounding 80 million older people aged 65 and above by 2040. Help the elderly with estate planning Estate planning is an integral component of financial advice for seniors. can take advantage of a situation and misuse the client’s estate. In 2018, there were approximately 52.4

Financial Advisor 104
Financial Advisor Clients Estate Planning Education 104
article thumbnail

How Your Health Should Factor Into Your Financial Planning

WiserAdvisor

MAY 3, 2023

Invest in long-term care insurance It is projected that by 2040, about one in five Americans will be 65 or older. This can include evaluating different insurance plans, reviewing healthcare bills and claims, and negotiating with healthcare providers to reduce costs. With an aging population, the need for long-term care is increasing.

Financial Planning 52
Financial Planning Planning Healthcare Medical 52
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

 

Stay Connected

Join 74,000+ Insiders by signing up for our newsletter

About
Webinars
About
Editions
Webinars
Editions
Topics
Powered by Aggregage | Terms and Conditions | Your California Rights and Privacy Policy
© Aggregage 2024