Financial Success For Seniors

Reclaim your purpose and passion. Congratulations on becoming a Senior! You've made it over all those hurdles and you're reaching that wonderful time of life where you get to do whatever you want. No more morning commute, no more bosses, no more stressful deadlines! You have the world at your feet! While it may seem easy to just settle back and do nothing, why not mix it up a bit, break the mould and reclaim your purpose and passion. You still have lots of life to live and give. Instead of your senior years being a time of fear and stress, why not thrive in retirement where each day brings new joy and adventure? What have you got to lose? International author, educator, therapist and successful senior, Mae-Rose O'Connell shares her 40+ years of knowledge and secrets to living a fulfilled life as a senior that's full of wealth, health and success. By reading this practical book, you can look and feel ageless while reclaiming your purpose and passion. You'll learn: - How to hit the reset button on money and aging myths - How to still contribute, belong and profit from your dreams and passions - How to manage your dollars and avoid the traps - Quick and simple ways to stay happy, healthy, fit and have loads of energy - How to gain vital high-end financial guidance and advice from experts - What other successful seniors did to enjoy life to the fullest - How to be a benchmark in spectacular, and sizzle your way to success. Thrive in retirement! Start your new adventure today!

Are you aware of the unique financial opportunities and challenges you'll face in your golden years? This hands-on, practical guide empowers you to chart your financial course with targeted advice for investing, spending, and protecting your wealth for the decades to come.

Rosentreter, a senior financial advisor and insurance agent at a major financial services firm in Toronto, presents a personal finance guide tailored to Canadians.

This recently updated guide produced by the Bureau of Consumer Financial Protection (BCFP) and the Federal Deposit Insurance Corporation (FDIC) provides information on common frauds, scams and other forms of elder financial exploitation and suggests steps that older persons and their caregivers can take to avoid being targeted or victimized.The mission of the BCFP, a government agency, is to make markets for consumer financial products and services work for consumers by making rules more effective, by consistently and fairly enforcing those rules, and by empowering consumers to take more control over their economic lives. The FDIC is an independent agency created by the Congress to maintain stability and public confidence in the nation's financial system.

Finally! A book for financial professionals that spells out what you need to do with your aging investors. An advisor has an average of 7 clients with some kind of cognitive impairment. Yet nowhere in the industry's many sources of information is there a good clear description of how you are supposed to manage them as they become less capable and more vulnerable to abuse. No wonder it has been unclear until now. The only people writing to the financial services field about aging issues are from within the industry itself. It takes those from outside with specific aging expertise to help you, the advisor find a clear path to follow. Aging experts Carolyn Rosenblatt, RN and elder law attorney and Dr. Mikol Davis, a geriatric psychologist have joined their skill sets and offer you a first of its kind work on success strategies with your aging clients. This is not another book about retirement. Instead it addresses the thornier questions about aging such as diminished capacity, financial elder abuse, working with aging client's families and what the regulators all want you to do to keep your older clients safer. Would you recognize diminished capacity? Would you know how to document it and what to do next? Succeed With Seniors gives you the word descriptors to use and lays out a path from when you see the signs to documentation, escalation and approaching the problematic client. Whether you work for a large organization a medium sized firm or you're an independent in a solo office, you will benefit from building expertise with aging clients from reading this book. Besides offering practical tips for everyday use as well as time-saving checklists, this unique work helps you see your aging client from a distinctly problem solving point of view. Never worry again that you don't know what to do next when a client shows signs of cognitive decline. Build your confidence today with the guiding hand of two experienced aging experts at your side.

I am a CERTIFIED FINANCIAL PLANNER[ practitioner and a Chartered Financial Consultant who has over twenty years of experience helping people in the insurance and financial services arena. I wrote this book because I know people want to do better with their money. They want to make good decisions for themselves and their families. This book is designed to give easy steps to financial success. These steps are not complicated. The basic concepts in this book apply regardless of the amount of money a person has at their disposal. The biggest reason people have financial problems is mismanagement of their money. I'm here to make money management clear, simple, and easy to understand. I want to help you see how useful basic money management techniques can be. I want you to achieve financial success. Financial success involves properly managing the funds you have and living a life you can afford coupled with a life you desire. This may be one of the biggest and most important steps a person will take in their life! This step will probably have far-reaching benefits. You will likely touch the lives of others who need this knowledge, this information, these principles - parents, friends, children, coworkers, relatives, businesses, churches, couples, spouses, singles, young adults, seniors... This book is for all who want to properly manage their money. This book is for you.

Billy Graham has called Sir John M. Templeton, a mutual fund manager, "a legend in our time". Now Gary Moore shares the secrets of Templeton's incredible success with these ten life-changing principles that will enrich those around you as well as yourself.