I've proclaimed our annual retirement issue the most important of the year in the past. It may not be as popular as our BIC Top 50 or our program manager rankings, but the topics covered are crucial. Indeed, the ultimate goal of most investing is a pleasant retirement.
This year, Associate Editor Margarida Correia writes on the issue of dementia and the associated risks (page 18). It may not be a topic of conversation in your life yet, particularly if a loved one does not suffer its cruel fate. Its not an easy conversation for family members. And advisors can find themselves in a Catch-22 with conflicting desires to follow an elderly clients stated wishes, and doing whats truly in their best interests. This, in turn, can lead to privacy issues if the advisor feels the need to discuss the situation with the clients family members.
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access