Many seniors are Internet savvy — and high net worth
Events such as supporting family, health-care expenses and stock market losses could have a major impact on financial plans
Seniors are holding cash for the perceived safety, but they’re not only getting dismal returns today, they will get exposure to hefty taxes and probate fees in the future
Toll-free resource will provide older investors with access to assistance with their investments
Brokers may be recommending riskier, possibly unsuitable securities
For clients 65 and older, these living trusts can provide a number of important advantages
Consultation group intended to provide MFDA staff with input from dealers on the challenges they face in servicing senior clients
Financial exploitation is leading form of elder abuse in the state: study
Nathan Kupusa has built a firm dedicated to guiding seniors through their financial decisions and other aspects of their lives. Solutions for Aging provides advanced wealth planning as well as a range of lifestyle planning services
How can you ensure that your clients' assets will stay within your practice when those clients eventually pass away? There are steps you can take to help keep your older clients' heirs on your side