Posts Tagged Bob Mauterstock

Age Wave: Meeting the Elder Planning Needs of Today’s Retiree

By Bob Mauterstock, CFP®, ChFC, and CLTC, Eldercare Expert, Speaker, Author, Facilitator Most of us are not aware of the changing dynamics within our country. The fastest-growing age group in this country is the people over the age of 85. Many retirees could live 30 or more years in retirement, and they may live as […]

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Posted in: Elder Financial Abuse, Exploitation and Fraud, PROTECT the Plan from Retirement Risks

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Protecting Your Clients From Financial Abuse

By Bob Mauterstock, CFP®, ChFC, and CLTC, Eldercare Expert, Speaker, Author, Facilitator Who is exploiting our seniors? A study was done a few years ago by the MetLife Institute. They determined that elders lost $2.9 billion a year through financial exploitation, and that number is increasing every day. Strangers do fifty-one percent of the exploitation. […]

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Posted in: Elder Financial Abuse, Exploitation and Fraud, PROTECT the Plan from Retirement Risks

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