Financial Planning for the Older Client
Author | : Dana Shilling |
Publisher | : |
Total Pages | : 388 |
Release | : 2001 |
Genre | : Business & Economics |
ISBN | : 9780872186019 |
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Author | : Dana Shilling |
Publisher | : |
Total Pages | : 388 |
Release | : 2001 |
Genre | : Business & Economics |
ISBN | : 9780872186019 |
Author | : James E. Pearman (Jr.) |
Publisher | : |
Total Pages | : 496 |
Release | : 2001 |
Genre | : Business & Economics |
ISBN | : |
Author | : Stuart D. Zimring |
Publisher | : |
Total Pages | : 0 |
Release | : 2001 |
Genre | : Estate planning |
ISBN | : 9780820550688 |
Author | : CFP Board |
Publisher | : John Wiley & Sons |
Total Pages | : 877 |
Release | : 2015-07-09 |
Genre | : Business & Economics |
ISBN | : 1119095018 |
The official guide for exam success and career excellence Financial Planning Competency Handbook, Second Edition is the essential reference for those at any stage of certification and a one-stop resource for practitioners looking to better serve their clients. This fully updated second edition includes brand new content on connections diagrams, new case studies, and new instructional videos, and a completely new section devoted to the interdisciplinary nature of financial planning. You'll gain insights from diverse fields like psychology, behavioral finance, communication, and marriage and family therapy to help you better connect with and guide your clients, alongside the detailed financial knowledge you need to perform to the highest expectations as a financial planner. This book contains over ninety chapters that are essential for practitioners, students, and faculty. Whether a practitioner, student, or faculty member, this guide is the invaluable reference you need at your fingertips. Comprehensive, clear, and detailed, this handbook forms the foundation of the smart financial planner's library. Each jurisdiction has its own laws and regulations surrounding financial planning, but the information in this book represents the core body of knowledge the profession demands no matter where you practice. Financial Planning Competency Handbook, Second Edition guides you from student to practitioner and far beyond, with the information you need when you need it.
Author | : Mary A. Languirand, Ph.D. |
Publisher | : Ten Speed Press |
Total Pages | : 258 |
Release | : 2013-09-03 |
Genre | : Business & Economics |
ISBN | : 1607744171 |
The first authoritative and comprehensive guide to "aging in place"--a burgeoning movement for those who don't want to rely on assisted living or nursing home care--which allows seniors to spend their later years living comfortably, independently, and in their own home or community. For millions of Americans, living in a nursing home or assisted living facility is not how they’d prefer to spend their retirement years. This is why more and more people are choosing to “age in place.” In this empowering and indispensable book, clinical psychologists and aging specialists Mary Languirand and Robert Bornstein teach readers how, with planning and foresight, they can age with dignity and comfort in the place of their own choosing. How to Age in Place offers useful, actionable advice on financial planning; making your home physically safe; getting around; obtaining necessary services; keeping a healthy mind, body, and spirit; and post-retirement employment. A necessary resource for seniors, their adult children, and eldercare professionals, How to Age in Place is both a practical roadmap and inspirational guide for the millions of seniors who want to make their own decisions and age well.
Author | : Paula I. Hart |
Publisher | : |
Total Pages | : |
Release | : 1996-06 |
Genre | : |
ISBN | : 9781564339133 |
Author | : Carolyn Rosenblatt |
Publisher | : Createspace Independent Publishing Platform |
Total Pages | : 226 |
Release | : 2017-09-08 |
Genre | : |
ISBN | : 9781976251603 |
First of its kind! This book reveals the truths your clients need to know about the real cost of care in their retirement years. You have aging clients now and their numbers will rise over time. This goes deeper into the risks of needing care, and the myth that Medicare of Medicaid will take care of what most people need as they age. Written by aging experts Carolyn Rosenblatt, RN, Elder law attorney and Dr. Mikol Davis, geriatric psychologist, it offers you a wealth of knowledge you will not find from within your own industry. If you, the financial professional want to add value to what you offer clients and to distinguish yourself from robo advisors, you need to be well informed with the facts any retired person must have. Remove the vagueness from the discussion. Get some sample scripts on how to bring up the subject and the words to say to them. Stop using "average out of pocket medical costs a retired couple will spend in retirement" as a measure of what they will need. It is grossly inadequate to inform them about long term care, which is not "medical" at all. You can find out more by clicking here. Don't wait to increase your comfort with the sticky issues no one wants to face--aging takes its toll. In reading this book, you will be able to navigate the conversation with skill and grace.
Author | : Dana Schilling |
Publisher | : |
Total Pages | : 402 |
Release | : 2022-05-13 |
Genre | : |
ISBN | : 9781954096417 |
This book not only examines financial, tax, insurance, and estate planning considerations, it also provides guidance on healthcare choices including Medicare and Medicaid and housing options, such as assisted living and long term care. The guide also addresses issues related to employment, such as the timing of retirement, when to claim social security benefits, and tax issues around IRAs and 401ks. Also covered are the latest laws, such as the required minimum distribution changes and other effects of the Secure Act and the CARES Act. Case studies provide examples of the issues that retirees and their families face and how and financial planner can address them. Includes a template of questions to ask when discussion a financial plan with a senior client. This updated look at the Senior Client includes: Issues related to COVID 19, such as: the advantages and disadvantages of nursing home care or home health care, how senior living communities will need to change, such as increasing the use of outdoor space and designing ways to isolate seniors, the reuse of hotels closed because of COVID as senior communities, nursing home COVID reporting requirements, increased used of Silvertech (electronic and computerized devices that help seniors stay healthier and more connected) during the pandemic, changes to FMLA leave under the Families First Coronavirus Response Act, how isolation of seniors because of COVID has made it more difficult to identify elder abuse, financial exploitation of seniors during COVID, and the effect of the increased rate of seniors retiring as a result of COVID. Discussion of the Secure Act, including the new required minimum distribution (RMD) amounts, the higher age limits when RMDs must be taken, as well as requirement when beneficiaries are required to withdraw funds from inherited IRAs. Issues related to the CARES Act, including the suspension of foreclosures and extension of the Family Medical and Leave Act and new rules allowing increased withdrawls from a 401k without a premature distribution penalty. Analysis of the issues related to Long Term Care Insurance (LTCI), which covers nursing, social and rehabilitation services and hybrid LTCI. Estate planning for digital assets, including cryptocurrency and non-fungible tokens.
Author | : James E. Pearman |
Publisher | : |
Total Pages | : 375 |
Release | : 2000 |
Genre | : Older people |
ISBN | : |
Author | : Carl Richards |
Publisher | : Penguin UK |
Total Pages | : 224 |
Release | : 2015-03-31 |
Genre | : Business & Economics |
ISBN | : 0241971675 |
A simple, effective way to transform your finances and your life from leading financial advisor and New York Times columnist Carl Richards Creating a financial plan can seem overwhelming, but the best plans aren't long or complicated. A great plan has nothing to do with the details of how to save and invest your money and everything to do with why you're doing it in the first place. Knowing what's important to you, you will be able to make better decisions in any market conditions. The One-Page Financial Plan will help you identify your values and goals. Carl Richard's simple steps will show you how to prioritize what you really want in life and figure out how to get there. 'In a world where financial advice is (often purposely) complicated and filled with jargon, Carl Richards distils what matters most into something that is easy and fun to read' Wall Street Journal 'Feeling tormented by your finances? Read this book. Now. The One-Page Financial Plan helps you identify what you truly want from life, get crystal clear about the financial position you are starting from today, and develop a simple, actionable plan to narrow the gap between the two' Manisha Thakor, CEO at MoneyZen Wealth Management Carl Richards is a certified financial planner and a columnist for the New York Times, where his weekly Sketch Guy column has run every Monday for over five years. He is also a columnist for Morningstar magazine and a contributor to Yahoo Finance. His first book, The Behavior Gap, was very well received, and his weekly newsletter has readers around the world. Richards is a popular keynote speaker and is the director of investor education for the BAM ALLIANCE.