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Who Is Competing For Your Aging Client’s Attention and Dollars?

Competition for clients has always been there, but as investors age, something you might not have anticipated can happen. The vultures are out there.  Competition with you for their invested assets can become an increased threat when an older client’s judgment is compromised. With impaired judgment, they might fall for the “free meal” seminar, a…
Carolyn Rosenblatt
March 21, 2015
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The Worst Excuse For Not Protecting A Vulnerable Parent

 This one shocked me.   Here at AgingParents.com we've been hearing elder abuse tales for a long time, but I was stunned when I heard this. A family of 3 siblings has been worried  about their widowed father, who lives alone in the country. He is very comfortable, but not extremely…
Carolyn Rosenblatt
June 26, 2014
aging parentaging parentsagingparentsBaby Boomers BurdenBlogelder abuseElder Financeselder financial abuseElder LawElder PsychologyeldersParents' Financessiblings

Tax Scams and Your Aging Parents: Phone Scams Escalate During Tax Time

A new and fast moving telephone scam is targeting taxpayers across the country.  The Fraud Watch Network sent out a press release detailing how thousands of victims have already lost more than $1million.  Please caution your aging parents and others as well. Older adults are more likely to be victims of…
Mikol Davis
April 1, 2014
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Beware of This Financial Advice About Aging Parents

Have you ever heard this? “Your dad paid taxes all his life. Let the government take care of him.  He should get rid of his assets so he’ll qualify”.
This may be considered “good” advice by some financial planners.  Here’s why I usually consider it terrible advice. What the financial advisor…
Mikol Davis
November 5, 2011