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Don't Let Dementia Steal Everything: Avoid Mistakes, Save Money, and Take Control
Studies show that the elderly are vulnerable to fraudulent schemes in most instances due to cognitive impairment and often times, it’s by a predator that they know (caregiver, close relative, etc.). A new FINRA rule recently became effective that tries to address this problem. It permits seniors to designate a "Trusted Contact Person" for their investment accounts.
Watch - NowPublications | Book
Don't Let Dementia Steal Everything: Avoid Mistakes, Save Money, and Take Control
Publications | Book
ABA/AARP Get the Most Out of Retirement: Checklist for Happiness, Health, Purpose and Financial Security
Publications | Book
ABA/AARP Checklist for My Family: A Guide to My History, Financial Plans, and Final Wishes