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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
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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. Invest in a Health Savings Account (HSA) An HSA is a tax-advantaged savings account used to pay for qualifying medical expenses. It is available to individuals with a High-Deductible Health Plan (HDHP).

Financial Planning 52
Financial Planning Planning Healthcare Medical 52
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