Planning Concerns for the Aging Population: A Framework for Client and Family Discussions is a great article written by Susan Kornegay, CFP for the Financial Planning Association, is a great read with some necessary resources you can use in your planning.
As our population as a whole continues to age, so do our clients. And aging brings with it many new planning concerns for these clients and their families.
As a planner, you want to help clients organize and analyze these concerns, make certain that all the relevant questions are asked, and that no detail is left unexamined. READ MORE…
