Lauren and her staff are often called upon to provide their insight and perspective as part of a larger article reported in the financial or local press.
Lauren says emergency fund is key
A recent report from the Pew Charitable Trusts confirms that the lack of a fully-funded emergency account can reek havoc on family finances. Lauren recently spoke with NY Times reporter Ann Carrns about this important topic, and suggested some practical ways to create and jump start a viable emergency fund.
Lauren on NAPFA's 5/10/20 retirement plan
The National Association of Personal Financial Advisors (NAPFA) recently released a useful infographic that summarizes the best financial moves for consumers who are 5, 10 or 20 years away from retirement. Lauren spoke with Yahoo Finance reporter Mandy Woodruff to highlight the key findings from the advisor survey.
Lauren outlines financial red flags for dementia
In this Financial Planning Magazine article , Lauren talks about some of the common warning signs of early-stage dementia that may show up in a person's handling of his or her financial affairs. Understanding the person's pre-illness baseline behaviors around money issues is crucial in evaluating changes that may occur later.
Lauren says housing decisions are critical
As clients age, where and how they choose to live can have a profound impact on their physical and mental well-being. But housing decisions are a critical part of a retirement financial plan as well. Liz Skinner profiles Lauren and others on this subject in Investment News.
Lauren's tips for better client communicationFactors such as the timing of meetings, reinforcing spoken instructions with written ones, asking for a verbal recap of key points and providing a calm and distraction-free meeting space can add up to clearer and more successful communications with older clients as Lauren explains in a Financial Planning Magazine article.
Lauren on handling clients' mental status changes
In order for financial advisers to act as a fiduciary for clients, they must be ready to act quickly if they notice changes in a person's ability to make informed choices about the management of their accounts. But knowing the best course of action can sometimes be tricky, as Lauren explains in this Wealth Management.com article.
Lauren and Holly recently presented
two workshops on financial planning at the American Society on Aging Aging in America 2016 Conference, held in Washington D.C. April 20-24th. "Creating Financial Well-Being as We Age: A Framework for Success" focused on financial pivot points during the four decades between retirement and end-of life. "Courageous Steps to Confident Longevity Planning" outlined actions that help create a sustainable financial plan for older age. Colleague Connie Stone also participated in planning and presenting these workshops.