For clients who have family members with intellectual and developmental disabilities (IDD), taking care of their loved ones after they pass may be their top financial priority. One way of ensuring for the care of a family member with IDD is through the creation of a Special Needs Trust.
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The target of restoration scams tends to be older people who often have immediately available funds, are prone to be more trusting, are less likely to report a scam out of embarrassment and are seen as less reliable witnesses due to memory deterioration.
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According to a recent study, age-related cognitive decline adversely affects a retiree’s ability to manage a portfolio in later life, beginning as soon as the early 60s. Financial advisors can play an important role in helping older investors avoid cognitive decline-related underperformance
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Consumers have a number of tools to fight the scourge of robo calls, without the unintended consequences of missing important automated calls that carry timely reminders or information. As an advisor, you may want to consider the value of such tools.
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