J.K. Lasser pro advising mature clients the new science of wealth span planning / Neal E. Cutler.
| Author/creator | Cutler, Neal E. |
| Format | Electronic |
| Publication Info | New York : John Wiley, |
| Description | viii, 247 p. : ill. ; 24 cm. |
| Supplemental Content | Full text available from eBooks on EBSCOhost |
| Subjects |
| Variant title | JK Lasser pro advising mature clients |
| Series | The J.K. Lasser pro series |
| Contents | Machine generated contents note: Chapter 1 Advising the Mature Client: Froen eltl. Span to Wealth Spar -- Successful Aging -- The Perspective of Financial Gerontology -- Four Principles of Financial Gerontology -- Aging Viewed Through "hree Lenses" -- Health and the Wealth Span -- The Wealth Span Professional as Trusted Family Advisor -- The Search for Better Information -- Chapter 2 Individual Aging: Democracy and lngevity -- Individual Aging Across History -- Longevity and Health -- Chapter 3 Population Aging -- Birth Rates and Population Aging -- An Alternative Kind of Population Aging -- Population Younging -- Individual Aging Versus Population Aging? -- The Context of the Modem Wealth Span: -- Old Aging and Middle Aging in the United States -- Relationships Among Age Groups -- Chapter 4 Family Aging -- The Dual Meaning of Middle in Middle Age -- Family Aging and the Sandwich Generation -- The One-Generation Caregiver Sandwich -- A Poetic Conclusion -- Chapter 5 Wealth Span Changes I: The Changing alance the Wealth Span -- The Unrealistic and the Realistic Nature of the Wealth Span -- Model v -- The Wealth Span Model as an Advisory Tool I -- Historical Change in Balance -- Chapter 6 Wealth Span Changes II: The Increased Complexity -- of the Accumulation Stage -- Complexity 1: The Trend Toward Multiple Sources -- of Income -- Complexity 2: From Defined Benefit to Defined -- Contribution Pensions -- Complexity 3: Increasing Family-Connected Complexity -- Chapter 7 The Financial Psychology of Middle Age- -- The Multiple Meanings of Middle -- When Does Middle Age Start? -- Middle Age as a Modemfnvention -- Financial Psychology and Midlife Crisis -- Are You Middle-Aged? -- Chapter 8 Health and theWealth Span -- Good Health and Longevity -- Successful Aging Replaces Normal and Usual Aging -- Squaring the Curve -- Security, Health, and the Five Legs -- of the Three-Legged Stool -- Chapter 9 Health Insurance: Medicare and Medigap -- Retirement, Aging, and Getting Health Insurance -- Employment, Financial Literacy, and Health Insurance -- Medicare -- Medicare Part A-Hospital Insurance -- Medicare Part B-Medical Insurance -- Medigap Insurance -- Basic Medicare Information Resources -- Chapter 10 Long-Term Care Services: Nursing Homes, Home Care, -- and Assisted Living -- Worries and Concerns: The Financial Psychology -- of Long-Term Care -- Consumer Preferences and the Continuum -- of Long-Term Care -- Nursing Homes -- Home Care -- Advising Clients About Home Care Choices -- Assisted Living -- Advising Clients About Assisted Living Choices -- Chapter 11 ling-lerlm Care Finianco: Medicai, oiim-lerm Care Insurarsce, -- and Reverse Mortgages -- Public Worry and Misunderstanding -- About Long-Term Care Finance -- Medicaid ? -- Long-Term Care Insurance -- Reverse Mortgages: When Your Client Is -- "Cash-Poor but Equity-Rich" -- Chapter 12 The Wealth Span Advisor as a Gerontology Team Member -- The Resources of the Older Americans Act's National -- Aging Network -- Strategic Neighborhood Alliances: The ELF Model -- The Wealth Span Advisor as Medical Consultant -- How to Find a Geriatrician -- Chapter 13 A Wealth Span Resource Guide -- This Book Has No Appendices -- Printed Materials -- Internet Megasites in Aging and Finance -- Index. |
| Bibliography note | Includes bibliographical references (p. 221-238) and index. |
| Access restriction | Available only to authorized users. |
| Technical details | Mode of access: World Wide Web |
| Genre/form | Electronic books. |
| LCCN | 2001006064 |
| ISBN | 0471414700 (alk. paper) |
Availability
| Library | Location | Call Number | Status | Item Actions |
|---|---|---|---|---|
| Electronic Resources | Access Content Online | ✔ Available |