Five Questions That Can Help You Make Better Retirement Decisions
As you transition into retirement, it’s a good idea to adopt strategies that help protect you from significant financial losses in your later years due to mistakes, financial exploitation from unethical friends and relatives, and…
Retirees: Choose The Best Person To Help Keep Your Money Safe As You Age
Steve Vernon, co-author of the Thinking Ahead Roadmap, wrote a blog piece that was published in Forbes:As you age, you might become more vulnerable to financial losses due to fraud, exploitation by unethical relatives or friends,…
Retirees: Prevent a Common Way to Cause a Family Rift
Steve Vernon, co-author of the Thinking Ahead Roadmap, shares about common pain points that some families experience when parents age. One major issue is not talking about changes in financial decision making and needing help wit…
How Advisors Help Clients Protect Their Money If They Get Dementia
Naomi Karp, a coauthor of the Thinking Ahead Roadmap was interviewed for Investor's Business Daily about the importance of encourage clients to pick a financial advocate as part of their retirement planning."Advisors sh…