More than 1 in 10 Americans provide unpaid care for a child or another adult*, an act of service with broad impacts on the caregiver’s own well-being.
*Source: Caregiving in the U.S., National Alliance for Caregiving and AARP, 2015.
Sherri Snelling: Care for the Caregiver – Insights for Clients and Ourselves
Caregiving is an issue touching more lives today than you may realize. Today, an estimated 65 million Americans are in a caregiving role, and by 2030, there will be more people over the age of 65 than children under the age of five. In this episode, author and CEO Sherri Snelling will share her insights and discuss the opportunities financial advisors have to clients prepare to be caregivers.
Climbing Maslow’s Pyramid - Understanding How Needs Change As We Age
This theory can also be applied to financial planning beginning with the physiological survival needs including breathing, food, water, shelter, sleep and sex (which are still essential into your 80s and beyond) ultimately reaching the top of the pyramid of self-actualization that includes morality, creativity, spontaneity, discovery and contribution.
As someone who made a career transition from emergency medicine to financial planning, Dr. Carolyn McClanahan offers an insightful perspective on the evolving role of a financ...Link to content
As technology continues to change how we live, are we any better off? Dr. Robert Biswas-Diener researches happiness across the globe and finds that people in industrialized na...Link to content
Health and wealth are interconnected, yet many delay healthcare planning until later in life. Heywood Sloane works at the center of healthcare and financial services, and stre...Link to content