May 19, 2015

Financial Planning in the Shadow of Dementia

"Over 5 million Americans suffering from Alzheimer’s disease."  Writer Karen Wittwer describes a resource for families available from Transamerica, in partnership with Massachusetts Institute of Technology AgeLab. The Caregiver’s Guide to Financial Planning in the Shadow of Dementia "explains what actions to take during the three stages of decline, including how to create an initial financial plan; confronting the leading symptoms of caregiver stress, and how to manage them; and the important topics to discuss when creating and managing a loved one’s financial plan, including sections on how to ask the right questions of financial advisers."
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