Advanced Financial Planning: The Thinking Ahead Roadmap
Susan Williams of Booming Encore interviewed Professor Marti DeLiema about the Thinking Ahead Roadmap project. You can watch the video of the interview and read a story about how to get started on planning from the Booming Encor…
Seniors Should Pick a Financial Ally Before Cognitive Decline Hits. Here’s How
Writing for Barron's and MarketWatch, Nick Fortuna highlighted the Thinking Ahead Roadmap. The article covers why many older adults hesitate to talk to their friends and family members about future money management.Read the…
Six Key Steps To Help Aging Adults Prepare for the Future
Robert Powell, the editor of TheStreet's Retirement Daily, interviewed the authors of the Thinking Ahead Roadmap. The design of the Thinking Ahead Roadmap was guided by extensive interviews with financial, legal and healthca…
Preventing Elder Financial Abuse When Your Parent Is In Long-Term Care
Forbes features a story from NextAvenue reporter on protecting older family members in long-term care settings from fraud and financial abuse. The article highlights various strategies that provide financial guardrails, includin…