whealthcare report 13

Can you be a fiduciary if you are not talking about health care costs and dementia?

Posted by Chris Heye, PhD on May 16, 2019 10:51:38 AM

The average age of a financial advisor client is roughly 63 years old. If you are like most advisors, the majority of your clients are over the age of 50.

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What are "age-related" financial risks? And why you should care (a lot)

Posted by Chris Heye, PhD on Apr 29, 2019 8:50:06 AM

Risk assessment tools are becoming ever more popular as financial advisors seek to more effectively align investment portfolios with their clients’ expressed levels of risk tolerance.

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How to introduce aging planning to your clients

Posted by Chris Heye, PhD on Apr 23, 2019 10:39:40 AM

Planning for aging can be a tough subject. Most older adults worry about health care and long-term care costs. And they totally stick their head in the sand about losing the ability to manage finances, drive, or make their own health care decisions. If you help them plan for these events, you will not only do your clients a great service, but also be seen as a valuable partner in their life.

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Are you prepared for the "Big Four" transitions of aging?

Posted by Chris Heye, PhD on Apr 10, 2019 10:31:35 AM

Aging presents many challenges. It is not predictable. Many adults can live safely on their own well into their 80s, while others may start experiencing difficulties in their late 50s.

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Topics: Whealthcare

A health and longevity planning blog


Chris Heye, PhD

Whealthcare Planning Founder

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