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The Motley Fool December 6, 2005 David Braze |
Other Long-Term Care Sources If you need help as you age, where will you get it and how much will it cost? Long-term care insurance may help meet this need, but we each must decide for ourselves what option is most appropriate. |
Financial Planning November 1, 2005 Donald Jay Korn |
Coming Home Over one million older people now live in assisted-living communities. Here's how financial planners can help them weigh the options and make the transition. |
Registered Rep. November 2, 2015 John Kador |
The REP. Index: Long-Term Care Insurance Here are some recent facts about trends in LTC insurance. |
Investment Advisor July 2007 Rosanne Grande |
"A Piece of Paper or a Place to Live?" Here are some key issues that must be addressed before advising financial planning clients to purchase a long-term-care insurance policy. |
The Motley Fool November 8, 2005 David Braze |
The Specter of Long-Term Care Will your portfolio be depleted by end-of-life care? Our national health system seems ill-equipped to provide affordable long-term care programs, and the insurance industry has really just begun to develop effective policy coverage to shoulder part of the costs involved. |
Registered Rep. March 13, 2015 Mark Miller |
Aging in Place The conversation can be difficult, since planning for housing in retirement raises touchy emotional issues. But there's some good news for advisors. |
Financial Advisor September 2007 Bruce W. Fraser |
Role Reversal What financial advisors can do to prepare their clients to care for elderly parents. |
The Motley Fool July 5, 2006 Dan Caplinger |
Planning for the Unthinkable Your parents are getting older. Here's how you can help them financially. |
BusinessWeek July 12, 2004 Howard Gleckman |
When A Parent Needs Help How to pull together an elder care plan that makes sense for you, your siblings -- and your parents. |
The Motley Fool January 25, 2011 Dan Caplinger |
You'll Pay More for This Must-Have Protection Long-term care insurance is becoming harder to afford. |
Financial Advisor January 2009 Allen Hamm |
Read Carefully Big improvements have come to long-term care insurance, but financial advisors need to be aware that some policies still contain unacceptable restrictions for accessing benefits. |
Financial Advisor October 2007 Tracey Longo |
Preventive Medicine A special report on how more financial advisors are helping clients consider the impact of sky-rocketing health-care costs on retirement. |
The Motley Fool December 1, 2005 David Braze |
Those Confounded Long-Term Care Stats The trick is to evaluate your family situation based on the available data and then make a decision for yourself regarding the need for long-term care insurance. |
Financial Planning May 1, 2013 June Fletcher |
Elder Housing Options for Clients Aging clients may need to adjust real estate holdings to address changing health care needs. Here are 7 strategies to consider. |
American Journal of Nursing October 2006 Marjorie Cook McCullagh |
Home Modification Nurses can be involved by assessing patients' living quarters and recommending specific modifications. |
Financial Planning January 1, 2012 Donald Jay Korn |
One and Only Planners have been hearing about and preparing for the baby boom ever since the first 1946er became a client. Yet their single-minded focus on boomers may mean they've missed another demographic trend: the singles surge. |
Financial Planning September 1, 2005 Janet Aschkenasy |
Eldercare Grows Up For your oldest clients -- and their children -- financial planning takes on new dimensions. |
National Real Estate Investor September 1, 2006 Joe Gose |
A Much Rejuvenated Nursing Home Sector A GE Healthcare/Formation Capital deal signals a renewed interest of institutional investors in nursing homes, which, unlike the independent or assisted living sectors of the seniors housing industry, provide more hands-on care to short-term as well as long-term residents. |
Financial Advisor November 2010 Ben Mattlin |
Compensating Caregivers Advisors discuss how families can provide at-home care for a loved one -- and defuse sibling rivalries that often result. |
Financial Advisor February 2011 Ben Mattlin |
Medical Bills Health-care costs are rising faster than inflation, but sound planning can help. |
On Wall Street November 1, 2010 Lauren Barack |
Difficult Conversations In Trying Times Michael Olman has watched clients affected by chronic illness. The senior vice president and wealth management specialist at Raymond James & Associates knows these sensitive times require both a deft touch, and a firm handle on financial matters. |
Financial Advisor May 2004 David J. Drucker |
No Longer An Ancillary Service If your clients are middle-aged or older, learn about old-age care options. |
American Family Physician July 15, 2004 Robertson & Montagnini |
Geriatric Failure to Thrive Some elderly patients, including those who do not have acute illness or severe chronic disease, eventually undergo a process of functional decline, progressive apathy, and a loss of willingness to eat and drink that culminates in death. |
Financial Planning February 1, 2007 Bob Veres |
Retirement: The New Frontier The world your retiring financial advisory clients are about to enter is changing. Navigating it will throw a host of challenges in their paths -- and therefore, yours. |
Financial Planning September 1, 2013 Samantha Allen |
Longer Lives, Higher Costs: Is Your Firm Ready? As boomer clients head into their 70s and beyond, advisors must become geriatric specialists to handle a complex set of new demands. |
Registered Rep. May 1, 2005 Gresham & Gresham |
Winning the Aging Game A person's physical condition can change in a moment, and with those changes come significant financial questions that advisors are going to face with more frequency as baby boomers age. |
Investment Advisor June 2010 Olivia Mellan |
Longevity, Your Clients, and You The physician and public servant who coined the term "ageism" has some advice for advisors. |
Financial Planning March 1, 2005 Janet Aschkenasy |
The Bag Lady Bugaboo Financial planners can help women address the real fears of poverty in old age. |
American Journal of Nursing April 2012 Smeltzer et al. |
Original Research: Interactions of People with Disabilities and Nursing Staff During Hospitalization Inadequate primary health care and screening have been identified as serious issues for people with disabilities, but little evidence exists on the nursing care of this population when hospitalized. |
Financial Planning April 1, 2010 Stacy Schultz |
Long-term care is taking off... REALLY? The Great Recession has brought much change-and given a hefty push-to the long-term-care industry. But these policies still have a long way to go before they are a staple in Americans' retirement portfolios. |
On Wall Street March 1, 2012 John Diehl |
The Financial Calculus of Aging While surveys continue to show that procrastination is alive and well when it comes to retirement planning, there is no doubt that boomers are actively seeking solutions to real life issues associated with aging. |
Financial Advisor October 2011 Ben Mattlin |
Caretaker Challenges Clients who care for aging parents need more than financial and tax help from advisors. |
Investment Advisor December 2007 Kara P. Stapleton |
Care Givers Smart advisors are offering financial gerontology services to clients and their families, and are getting increased client satisfaction and referrals in return. |
Financial Advisor February 2004 Dorothy Hinchcliff |
To Buy Or Not To Buy? That's still a big question for clients when it comes to long-term care insurance. |
American Journal of Nursing April 2008 Wallace & Shelkey |
Monitoring Functional Status in Hospitalized Older Adults The Katz Index of Independence in Activities of Daily Living can help nurses detect subtle changes in health and prevent functional decline. |
Financial Planning October 1, 2011 Ingrid Case |
Tending Mom and Dad When siblings are unprepared, bickering about responsibility and unsure of one another's desires, skills, financial resources and availability, planners are stepping in to help families sort out their roles. |
Investment Advisor March 2008 Maya Ivanova |
The Right Match To meet the needs of aging clients, advisors need to be educated and responsive. |
Financial Planning September 1, 2008 Donald Jay Korn |
Pleading Poverty Few things can play havoc with a thoughtful financial plan as surely as a long stay in a nursing home. Therefore, "Medicaid planning" has become a prime concern for many seniors and their younger relatives. |
Financial Advisor March 2012 Karen DeMasters |
Long-Term Scares As premiums for long-term care insurance go up and more large providers pull out of the market all together, the landscape for long-term care insurance is changing dramatically. |
Financial Planning April 1, 2008 Marion Asnes |
Medical Miracles The editor of this publication discusses the importance of preparing your clients healthcare needs. |
Financial Advisor May 2007 Tracey Longo |
Unfulfilled Promises? With LTC insurance sales down in 2006, here's what some financial planners are doing to pick up the pace. |
Financial Planning September 1, 2011 Joseph A. Tomlinson |
Is Long-Term Care Insurance Worth It? It requires a big investment of time for advisors to learn enough about long-term-care insurance to be helpful to clients. |
Financial Planning June 1, 2010 Gregory Salsbury |
A New Conversation The market meltdown forced people to start thinking more seriously about retirement. But they're still held back by misconceptions. |
BusinessWeek February 21, 2005 Howard Gleckman |
The New Face Of Medicaid Seniors and the disabled are pushing the program to the breaking point. |
Registered Rep. August 1, 2005 Gresham & Gresham |
An Advisor's Guide to Long-Term Care Knowledgeable financial advisors need to help clients estimate their specific risk -- including the risk for people that the client is financially responsible for. This includes determining how long-term care would be financed and arranging assets so that adequate funds will be available if the need arises. |
BusinessWeek July 3, 2008 Chris Farrell |
Choosing Where to Grow Old Remodeling your home is enticing -- and hugely popular. But a smaller home might be preferable, or even a granny flat with your kids. Be wary, though, of reverse mortgages. |
CFO May 1, 2007 Marie Leone |
Long-term Thinking While sorting through LTC insurance options is not easy, the unpredictability of one's future needs makes this coverage worth investigating. |
Registered Rep. April 13, 2012 Mark Miller |
A Vexing Retirement Planning Problem? Predicting Health Care Costs What worries your clients most about their prospects for achieving a secure retirement? The cost of health care. |
American Journal of Nursing June 2009 Stein & Henry |
Poor Oral Hygiene in Long-Term Care The poor oral care given to vulnerable patients in long-term care settings can have serious consequences, including increased risk of stroke, heart disease, and pneumonia. |
Fast Company February 2002 Chuck Salter |
(Not) the Same Old Story Eden Alternative is a change-minded organization determined to save a critically ill patient: long-term care for the elderly. The nursing-home industry should be about living, argues founder Bill Thomas, not about dying. Here's his prescription -- and lessons for changing any industry... |