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Scenarios when advisors should be aware of possible elder financial abuse

Million Dollar Round Table (MDRT)

By Matt Pais, MDRT Content Specialist It is generally easy to tell when something criminal is taking place or when someone is taking advantage of an individual who is mentally impaired, said Dr. Bennett Blum, a clinical associate professor of psychiatry at the University of Arizona College of Medicine.

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How Much Should I Have Saved in My 40s?

Carson Wealth

Discretionary expenses include money spent traveling, eating out, contributing to savings and retirement plans or occasional purchases and upgrades. Maximize Your Retirement Plan Savings  . Employers often match a portion of this contribution to a retirement plan as an employer benefit.

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Motel 6 or Four Seasons? Preparing, Not Panicking, for Retirement

Investing Caffeine

If you are close to retirement, and you have too much exposure to equities, a retrenchment in the stock market could delay your retirement plans by years. This concept highlights the importance of rebalancing your portfolio as you get closer to retirement. . · Risk Tolerance: What is your asset allocation?

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Transcript: Tim Buckley, Vanguard’s CEO

The Big Picture

BUCKLEY: And I was lost and I wasn’t going to go into medicine. I was trying to find a place with the same type of purpose, and I was thinking maybe I need to go back into medicine. But he said you don’t need to go into medicine for that, and then he actually suggests I go to talk this company Vanguard. BUCKLEY: No.

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Your Most Important Asset

Random Roger's Retirement Planning

When ACA was in the process of being passed into law, skeptics were saying it was a Trojan horse on the way to socialized medicine. Healthcare was a mess and then the Affordable Care Act broke it to the point that it appears no one knows how to fix it.

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The Food Pyramid Is Killing Us

Random Roger's Retirement Planning

I'm not a believer in socialized medicine but we're at a point where we are getting torched financially but we have the long waiting periods that people associate with socialized medicine.

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What To Do If Your Identity Is Stolen: 15 Key Steps

Clever Girl Finance

Someone may be trying to use your insurance for medical procedures or medicine. And while you're at it, be sure to review other aspects of your financial health , such as your retirement plan and your budget. You should ask for any associated medical records and let your medical providers know.

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