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Advising Mature Clients

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Advising Mature Clients

The New Science of Wealth Span Planning



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Advising Mature Clients: The New Science of Wealth Span Planning by Neal E. Cutler
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Dramatic shifts in the economic profiles and life expectancies of middle-Americans and their dependents has created a growing need for expert guidance on harvesting of resources during the middle and later years. Written by a leading expert on the burgeoning field of financial gerontology, this book is a thorough guide to advising the elderly for financial advisors, investment counselors, and attorneys.

Table of Contents

Internet Resources. Acknowledgments. 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. Index.

Author Biography

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.
Release date NZ
April 15th, 2002
Country of Publication
United States
John Wiley & Sons Inc
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