facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

THE LATEST FROM THE

Keep It Simple Blog

Sign Up to Receive the Newsletter


Protecting Wealth and Well-Being: Planning for Cognitive Decline Thumbnail

Protecting Wealth and Well-Being: Planning for Cognitive Decline

As financial advisors, our role extends beyond managing investments—we must also help clients prepare for life’s challenges, including cognitive decline. By addressing this issue early, establishing trusted contacts, and regularly reviewing plans, we can safeguard both our clients and their financial well-being. In this blog, we explore proactive strategies to ensure clients maintain control and dignity in their later years while protecting their legacy.

Read More