Annuities bought years ago may no longer reflect clients' needs or the economy. Conducting thorough reviews will optimize ...

Clients who are older and more affluent are significantly more skeptical about their advisors' use of artificial intelligence than younger investors — a divide that underscores the need for ...

AS AN INCREASING PERCENTAGE OF AMERICANS reaches age 65, counseling older clients will become a more important part of a CPA’s practice. WORKERS AGE 65 OR OLDER CAN RECEIVE FULL Social Security ...

Loss aversion, one of the major behavioral finance biases, is often defined as the pain of losing an amount of money exceeding the pleasure of gaining that same amount of money. It also refers to the ...

Scams to rob retirees of their savings are skyrocketing in the U.S. Unfortunately, many Americans have a habit of blaming the retirees instead of the criminals. Processing Content A new study by AARP ...

Over the 30 years she has been in the financial services business, Barbara Pietrangelo has grown up with many of her clients. “I wouldn’t say I started out looking to serve the senior market, but I’ve ...

Some older clients don’t want to retire to the Sunbelt. In fact, they’d prefer not to move at all, thank you very much. Though staying put may sound easier than relocating, many advisors say that ...

At 82, Rita Moore knew not every company would hire a woman her age. Even with her active lifestyle and energetic personality, Moore faced an uphill battle overcoming common age stereotypes while ...

SAN ANTONIO - – The economy’s downturn and rising housing prices have left many senior citizens homeless, and Haven for Hope is seeing a spike in older clients. Nathan Finley, 66, lived on the streets ...

Why are we asking for donations? Why are we asking for donations? This site is free thanks to our community of supporters. Voluntary donations from readers like you keep our news accessible for ...