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Financial Planning April 1, 2010 David E. Adler	Impulse is Bliss The capacity to make decisions, including financial decisions, changes dramatically over the life cycle. Advisors should understand and use this.
Financial Advisor September 2007 Bruce W. Fraser	Role Reversal What financial advisors can do to prepare their clients to care for elderly parents.
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 August 2010 Lori K. Murphy	Easing The Stress Here's how financial advisors and estate planners can work together to help those with mentally impaired family members.
Financial Planning January 1, 2011 Ingrid Case	Fading Minds In the best circumstances, families tell planners when an older person is no longer able to make independent financial decisions.
Financial Advisor November 2003 David J. Drucker	Ethics And The Elderly Serving the elderly puts in play a host of ethical dilemmas for financial planners.
Investment Advisor May 2007 Kara P. Stapleton	Compassion, Knowledge, and Personalized Service The primary risk factor for Alzheimer's disease is age, and with the majority of financial planners' clientele growing older, it's smart for financial advisors to become familiar with a different side of the financial planning business -- gerontology.
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.
Financial Planning August 1, 2010 Martin Shenkman	Not Fade Away Planners must care because the aging population brings with it great incidences of chronic illnesses and every aspect of planning is affected.
American Family Physician March 15, 2006 Carr et al.	Older Adult Drivers with Cognitive Impairment In patients who continue to drive, physicians should assess pertinent cognitive domains, determine the severity and etiology of the dementia, and screen for risky driving behaviors.
American Family Physician May 1, 2005 Adelman & Daly	Initial Evaluation of the Patient with Suspected Dementia It is common for older patients to present to family physicians with concerns of memory loss. With an accurate and timely diagnosis of dementia, appropriate therapies can be initiated to reduce further cognitive decline.
American Family Physician February 15, 2001 Karen S. Santacruz & Daniel Swagerty	Early Diagnosis of Dementia As more treatment options become available, it will become increasingly important to diagnose dementia early...
Financial Planning May 1, 2011 Martin Shenkman	Caring for Your Client When clients are elderly or chronically ill, including a care manager on the team can provide considerable expertise and benefit both a client and the family.
Financial Planning November 1, 2012 Martin Shenkman	Preventing Client Abuse: Financial Advisors Are Vulnerable As the case against Brooke Astor's son illustrated, even clients with reputable advisors can be vulnerable to predators who often target the elderly and those in declining health.
Financial Advisor October 2011 Ben Mattlin	Caretaker Challenges Clients who care for aging parents need more than financial and tax help from advisors.
Financial Advisor January 2009 David J. Drucker	Dealing With Dementia When a longtime client starts to lose her mental faculties, it's a whole new ball game.
Financial Advisor December 2010 Caren Chesler	Getting Through The Fog Advisors have to make tough but quick decisions when their clients show signs of dementia.
Investment Advisor April 2006 Olivia Mellan	Retiring Minds You're probably familiar with the main financial issues: income generation, Social Security benefit maximization, and so on. But what about the mental and emotional aspects of growing older, and how these issues may affect your own life as well as the way you work with seniors?
Financial Planning April 1, 2010 Martin Shenkman	Aging Matters An important point for estate planners to remember is that among individuals over age 85, about half have some form of cognitive impairment. This is extremely important to your clients, their families and you.
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.
American Journal of Nursing January 2008 Maslow & Mezey	Recognition of Dementia in Hospitalized Older Adults Recognition of Dementia in Hospitalized Older Adults proposes several approaches that hospital nurses can use to increase recognition of dementia. This article describes the Try This approaches, how to implement them, and how to incorporate them into a hospital's current admission procedures.
Finance & Development June 2011	The Price of Maturity Aging populations mean countries have to find new ways to support their elderly.
American Journal of Nursing October 2008	Wandering in Hospitalized Older Adults: Identifying Risk is the First Step in This Approach to Preventing Wandering in Patients with Dementia. People who have dementia are at risk for wandering away from the safety of the care setting and becoming lost in the community. Here are three critical elements of prevention and action.
IDB America Jul/Aug 2000	The culture of aging It's time to throw out old assumptions about the elderly and start a dialogue among generations...
Financial Planning April 1, 2008 Schroeder et al.	Long-Term Care Redefined As clients live longer, they increasingly need forms of assistance that aren't adequately covered by long-term-care insurance, and the cost of such assistance could easily torpedo the best-laid retirement and estate plans.
Investment Advisor August 2008 Lewis Schiff	A Prospect With a Plan A prospect with an existing plan often presents opportunities.
American Journal of Nursing October 2008	How to Try This: Working with Families of Hospitalized Older Adults with Dementia Families provide a considerable amount of informal care and support for older adults living with dementia. And when an older adult with dementia is hospitalized, family caregivers should be seen as important sources of information and included as valuable members of the health care team.
Nurse Practitioner August 2011 Davis et al.	Supportive approaches for Alzheimer Disease Alzheimer disease accounts for almost 80% of all dementia diagnoses. Currently, more than 5 million Americans suffer from this debilitating illness, with the highest prevalence in the oldest age groups.
On Wall Street December 1, 2011 Alan J. Foxman	When Clients Make Questionable Decisions What is our fiduciary duty regarding elderly clients with diminishing mental capacity?... An elderly couple, who are clients of one of our investment advisors, want to name him in their wills as the trustee of a trust for their child...
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.
Nursing March 2010 Peg Gray-Vickrey	Gathering pearls of knowledge for assessing older adults If you attended nursing school more than 10 years ago, you may have received limited education about gerontological nursing. But as baby boomers age, this is becoming an increasingly important area of nursing practice.
Financial Planning March 1, 2011 Ann Brenoff	The Personal Touch In 2009, Cathy Morrison left her job of 23 years as senior vice president of the High Net Worth Group at Roxbury Capital Management and opened her own firm to fill what she saw as a need in the industry-helping clients deal with all the financial services companies in their lives.
American Journal of Nursing December 2008	Screening Older Adults for Executive Dysfunction The detection of executive dysfunction is essential to helping a patient remain as safe and independent as possible.
Food Processing February 2011 Dave Fusaro	Focus on Health: Ingredients to Improve Your Brain Function A growing body of evidence suggests some ingredients can improve cognitive function.
Investment Advisor May 2007 Susan L. Hirshman	Making the Right Choice It is imperative that, before naming a trustee, financial advisory clients are educated on what a trustee is and who is appropriate to assume the role.
BusinessWeek November 5, 2009 Arlene Weintraub	Brain Workouts Can games prevent cognitive decline? Several companies think they might.
Health September 2007 Nancy Matsumoto	You Must Remember This A new generation of computer games can help you boost your memory.
On Wall Street October 1, 2010 Denise Federer	The Behavior Profile Are you a perceptive financial advisor? Being able to identify your client's financial decision-making and investment style is important in communicating effectively with them.
InternetNews October 16, 2008 Kenneth Corbin	Point, Click, Save Your Brain New study suggests link between Internet activity and mental acuity.
Financial Advisor October 2010 Ben Mattlin	How To Select Trustees As trusts grow more popular, the need to appoint the right trustees becomes crucial.
American Journal of Nursing March 2008 Evans & Cotter	Avoiding Restraints in Patients with Dementia Understanding, prevention, and management are the keys to reducing restraint use.