Studies have suggested, financial capacity often declines with age, even as confidence in our financial decision-making tends to increase. That’s a dangerous combination, especially if clinical dementia is diagnosed. In a recent Nerd’s Eye View guest post, Steve Starnes, MBA, CFP® describes the role financial advisors can play in protecting and guiding individuals and families as they manage cognitive decline.

Looking to Lower Your Taxes? Learn About Asset Location from Anastasia Wiese Most investors already know: You only get to keep your after-tax investment returns. Far fewer investors know about asset location, an important technique for investing as tax-efficiently as possible. In an August 31 Grand Rapids Business Journal column, Anastasia Wiese, JD, CFP® explained how asset location helps minimize the impact taxes have on your investment portfolio.

Financial planning is challenging enough during your working years. The choices can be heartbreaking when you’re in or near retirement, and an aging parent needs your help. The New York Times interviewed our Senior Financial Advisor, Steve Starnes, MBA, CFP® for this June 2019 report on the financial and emotional tolls taken by 70-year-old “children” who find themselves caring for their 90-year-old parents.