2040, Assets and Estate Planning - Financial Advisor Source

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. As a person grows old, they may lack the energy, health, and interest to manage their money and other assets. This can ensure that the client’s hard-earned money and other assets are well-protected and not misused.

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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. Without long-term care insurance, you or your family may be forced to use your retirement savings or assets to pay for your expenses. Carefully plan for retirement Your health can impact your retirement plans.

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Financial Advisor Source

How Financial Advisors Can Help Protect Elderly Clients From Fraud

How Your Health Should Factor Into Your Financial Planning

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