Waiting to talk finance with an aging parent in cognitive decline is a mistake, experts say
Aging, law, and policy consultant Naomi Karp, co-creator of the Thinking Ahead Roadmap, shares why it's so important to pick a financial advocate. The advocate can assist with major financial responsibilities, including:Mana…
How to Pick (or Be) a Retiree’s Financial Ally
Co-author Naomi Karp was interviewed by Squared Away writer, Kim Blanton, for a blog post on planning for changes in cognitive capacity.Squared Away: How to Pick (or Be) a Retiree’s Financial Ally
Fringe Benefit: Durable Powers of Attorney
An article in Benefits Magazine written by the International Foundation of Employee Benefit Plans highlights the value of having a durable power of attorney. The article highlights other advice provided by the Thinking Ahead Road…
Facing the Reality of Cognitive Decline
Co-creator Steve Vernon was interviewed for an article published on WealthManagement.com on one of the most significant risks to retirement savings: dementia. To guard your money from the potential costs of cognitive decline and …