Tag: money

two women talking

Financial advisers have no shortage of clever strategies to dispense to their clients. The tricky part is getting the psychology right. Human beings have all kinds of hang-ups about money. Presumably, someone who’s walked into a financial adviser’s office has broken through the first barrier to getting help: denial. But even then, blind spots and…

Senior woman doing finances at home

The brief’s key findings are: Dementia severely erodes people’s capacity to manage their finances. But this analysis finds that most with dementia get help – typically from spouses and children – with everyday activities such as writing checks and making deposits. Those who receive help are much less likely to experience severe financial hardship, suc…