5 Key Strategic Partnerships for Financial Advisors Serving Senior Clients

In recent years, there has been increasing discussion surrounding the responsibility the financial industry has to protect the interests of senior investors. This comes in the wake of studies by groups like the Financial Industry Regulatory Authority (FINRA), that estimates that seniors lose $2.9 billion per year due to fraud. Now more than ever, it’s critical that financial advisors provide trustworthy support to their senior clients in order to help them safeguard their retirement savings and make the best possible financial decisions.

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Holiday Air Travel Tips for Seniors

 It happens every time: the day of your flight arrives, and you can’t decide if you feel excited or exhausted. Traveling is always full of unexpected excitements, and of course, there’s whatever joy waits at your destination, but for seniors especially, air travel also presents hazards and complications. If you’re taking to the skies this holiday season, consider these air travel safety tips to avoid issues large and small.

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Top Diabetes-Friendly Thanksgiving Menu Items

Thanksgiving is a time to spend with family, feast, and share in fellowship. But, for someone with diabetes, Thanksgiving can prove a difficult holiday to navigate. If you’re cooking for a senior loved one with diabetes, you’ll want to include healthy dishes to accommodate their needs. Healthy doesn’t mean skimping on flavor, though. To help you broaden your Thanksgiving menu horizons, here’s a list of smart, diabetic friendly options for your Turkey Day feast.

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Shopping Smart This Holiday Season: Tips for Seniors

The holidays are an excellent time for getting together with family, feeling nostalgic, and sitting by the window with a warm cup of cocoa. But, without proper planning, the holidays can be expensive and even frustrating. When you’re making do with Social Security or a change in cash flow during retirement, you’ll need a little extra planning to ensure you don’t overspend. To help you avoid holiday stress for more than just spending, here are a few helpful tips.

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Celebrating Holidays for Alzheimer’s Families

The holidays are stressful enough as it is. Not only is the weather chilly, you have to get the presents ready, get the food ready, and get the house in ship shape for hosting your holiday guests. But, couple this with celebrating the season with an Alzheimer’s patient, however, and you might need to make a few adjustments to your typical holiday routine. Here are a few suggestions to get you thinking about what you can do to ensure your loved one and your guests are comfortable and prepared this holiday season.

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The Case for Elder Care Specialists in Financial Advising

It’s hard to decide on a single reason that we need more genuinely-committed elder care specialists in the financial planning industry. Is it simply based in numbers, because over 13% of the US population is aged 65 and older? Maybe it’s because Americans aged 60 or older have 60% less savings on average than those aged 55-59. Or maybe it’s because despite that lack of savings, retirees today will still need to spend an anticipated $730,000 or more to survive their years in retirement.

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