Support a maturing demographic by adapting to changing needs
New cases, sanctions, and fine collection rates all rose, though volume of cases opened during the year declined to 414 in 2021 from 461 in 2020
From inflation to technology hurdles, clients at risk have many concerns
Tories also propose enhancing existing tax credit for low-income earners
The oldest baby boomers just turned 76; the youngest will turn 85 in 2050
Life expectancy changes may reshape policy decisions
Financial advisors can help remove the burden for beneficiaries and executors by helping retirees organize ahead of time
Elderly clients can take steps to help themselves enjoy longer, healthier lives
Two financial advisors suggest portfolios that provide income, tax efficiency and inflation protection for a hypothetical senior client
The client lost $1.3 million to risky trading that generated $232,000 in commissions