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FINANCIAL PLANNING FOR THE CHANGING NEEDS OF AN AGING SOCIETY
"Cutler has hit a financial literacy home run. He has done an outstanding job of educating the professional working with the mature market about the psychology and complexity of the Wealth Span and about the financial issues and products that figure prominently in executing a successful strategy for older clients and families. This book is about as comprehensive as you can get for understanding the nuances of financial planning for mature consumers. It is filled with information, insight, resources, and (thankfully!) humor!"
-John N. Migliaccio, PhD, President, Maturity Mark Services Co.
"Learning across disciplines will be the way of the future. Dr. Cutler is in the unique position to authoritatively discuss advising mature clients from both the gerontological and financial planning perspectives. This latest in the Lasser Pro Series is sure to be a must for anyone who wants to do holistic financial planning for older clients."
-Kenn Beam Tacchino, JD, LLM, Professor of Taxation and Financial Planning, Widener University; Editor, Journal of Financial Service Professionals
"Dr. Cutler has written a cutting-edge guide for the myriad professionals who advise mature clients and adult children of older parents. His book is timely, much needed, and will undoubtedly become the definitive reference for practitioners and students of aging and the economics of aging."
-Lois A. Vitt, PhD, Director, Institute for Socio-Financial Studies; Editor-in-Chief, Encyclopedia of Financial Gerontology
"Dr. Cutler has provided a valuable resource to those of us in the financial industry. He has provided clear, concise commentary on the issues facing our aging population with actionable suggestions for the financial advisor. I highly recommend it to my fellow professionals."
-Kelly B. Auslander, CFP, President, American Financial Advisors, Inc.
Please visit our Web site at www.jklasser.com
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.
Table of Contents
Advising the Mature Client: From Health Span to Wealth Span.
Individual Aging: Democracy and Longevity.
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 AgeThe 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.