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 | | J. K. Lasser Pro Advising Mature Clients: The New Science of Wealth Span Planning by Neal E. Cutler ISBN-10: 9780471414704 ISBN-10: 0-471-41470-0 ISBN-13: 9780471414704 ISBN-13: 978-0-471-41470-4 Hardcover 2002-03-15 Wiley Find Lowest Price |
Editorials | ||
Product Description 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 | ||
Reviews | ||
Excellent reference for both advisors and their clients As an attorney-at-law, I found that "Advising Mature Clients" by Dr. Neal E. Cutler has given me a new perspective on analyzing, and on advising older clients about, the increasingly complex series of decisions we all seem to face as we age. On a personal level, I found the book to be filled with information that is easy to understand and is well-indexed for use by the advisor as well as by those whom he/she advises. Its multi-disciplinary focus gives one an easy depth of understanding of the breadth of Gernontology, and financial & social issues that need to be considered, in just a few hours of study of the clear, concise tables, facts, and figures, which are presented in logical fashion. The chapter on costs and financial benefits of Long Term Care Insurance alone is worth the price of the book. Strategies and alternatives to pay for Long Term Care Insurance are set forth, along with the sobering financial burden long term care imposes, and the alarming rate of increase in long term care costs, compared to the more affordable insurance premiums. This book should be kept as a desk reference and ready authoritative source of information, to share with clients who have questions or concerns on any aspect of the topics of Wealth Span Planning and Financial Gerontology. | ||
Excellent reference for both advisors and their clients As an attorney-at-law, I found that "Advising Mature Clients" by Dr. Neal E. Cutler has given me a new perspective on analyzing, and on advising older clients about, the increasingly complex series of decisions we all seem to face as we age. On a personal level, I found the book to be filled with information that is easy to understand and is well-indexed for use by the advisor as well as by those whom he/she advises. Its multi-disciplinary focus gives one an easy depth of understanding of the breadth of Gernontology, and financial & social issues that need to be considered, in just a few hours of study of the clear, concise tables, facts, and figures, which are presented in logical fashion. The chapter on costs and financial benefits of Long Term Care Insurance alone is worth the price of the book. Strategies and alternatives to pay for Long Term Care Insurance are set forth, along with the sobering financial burden long term care imposes, and the alarming rate of increase in long term care costs, compared to the more affordable insurance premiums. This book should be kept as a desk reference and ready authoritative source of information, to share with clients who have questions or concerns on any aspect of the topics of Wealth Span Planning and Financial Gerontology. | ||