Paul Hechinger

They can help reduce the tax drag of required minimum distributions.

They can help reduce the tax drag of required minimum distributions.

Treat their tax liabilities as expenses, and plan accordingly.

Treat their tax liabilities as expenses, and plan accordingly.

Intelligent planning can help both parties save money.

Intelligent planning can help both parties save money.

If clients have too little saved for retirement, advisors can help them budget better.

If clients have too little saved for retirement, advisors can help them budget better.

TDFs are great for many young employees, but they aren’t for everyone.

Advisors are even better than travel agents at helping retirees attain their vacation dreams.

Adult children’s money needs can threaten retired parents’ financial security.

Advisors should be aware of the pitfalls in advising clients to retire in other countries.

The time for advisors to discuss cognitive impairment is when clients are still healthy.

Assisting the elderly in resisting financial abusers is often challenging because the perpetrators may be the clients' own relatives.

Instruction should focus on the specific needs of the elderly, including how to spot and deal with cognitive decline or financial abuse.

You're a financial advisor, not a doctor, but if you're advising older clients, you need to be able to spot cognitive declines.

Cognitive and health issues can make meeting with older clients more difficult. Here are some tips to help advisors break down communication barriers.

Cognitive and health issues can make meeting with older clients more difficult. Here are some tips to help advisors break down communication barriers.

You need professional liability insurance even if you don't make any mistakes.

There’s no one-size-fits all insurance policy against cybercrime, so you’ll need to look carefully at individual policies and how they fit your needs.