J.K. Lasser Pro Advising Mature Clients: The New Science of Wealth Span Planning

J.K. Lasser Pro Advising Mature Clients: The New Science of Wealth Span Planning

by Neal E. Cutler


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Product Details

ISBN-13: 9780471414704
Publisher: Wiley
Publication date: 03/28/2002
Series: J.K. Lasser Pro. Series , #7
Pages: 247
Product dimensions: 6.34(w) x 9.22(h) x 0.91(d)

About the Author

NEAL E. CUTLER, PhD, holds the Joseph E. Boettner/Davis W. Gregg Chair in Financial Gerontology at Widener University in Chester, Pennsylvania, where he directs the Financial Literacy 2000 project. Dr. Cutler is an Associate Editor of the Journal of Financial Service Professionals. He is a Fellow of both the Employee Benefit Research Institute and the Gerontological Society of America.

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Table of Contents

Internet Resources.


Advising the Mature Client: From Health Span to Wealth Span.

Individual Aging: Democracy and Longevity.

Population Aging.

Family Aging.

Wealth Span Changes I: The Changing Balance of the Wealth Span.

Wealth Span Changes II: The Increased Complexity of the Accumulation Stage.

The Financial Psychology of Middle Age—The Multiple Meanings of Middle.

Health and the Wealth Span.

Health Insurance: Medicare and Medigap.

Long-Term Care Services: Nursing Homes, Home Care, and Assisted Living.

Long-Term Care Finance: Medicaid, Long-Term Care Insurance, and Reverse Mortgages.

The Wealth Span Advisor as a Gerontology Team Member.

A Wealth Span Resource Guide.


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