Publications | Book
Don't Let Dementia Steal Everything: Avoid Mistakes, Save Money, and Take Control
Financial Planning
Trusted Contact Persons Webinar
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 - NowBooks
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