The Five Questions to Ask a Financial Adviser

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   Seven Steps to Protect Against Cognitive Aging One of the first signs of cognitive aging is problems managing one’s own finances. Even in the absence of disease, it can become progressively more difficult to balance a checkbook, properly review a credit card statement or…

 

Get Organized! Maintaining Your Personal Financial Files

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   Reassessing Your Risk Tolerance? Don’t Overlook Estate Planning Important not only for protecting your assets, estate planning also assures that your assets will pass according to your wishes at the least cost and administrative burden. It can be a relatively easy, six-step process. Analyzing…

 

A Key to a Lasting Retirement Portfolio

This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   Aging’s Adverse Impact on Decision Making The aging process can hurt your ability to make proper decisions about your finances. On average, 29.2% of individuals aged 80 to 89 have cognitive impairment. While the aging process affects everyone differently, it is important to protect…