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    McDonald’s Commits to Hiring Older Americans to Fill Jobs

    July 2, 2019

    McDonald’s is teaming up with AARP to post job vacancies for older Americans and also launch a pilot program targeting those who are lower income. To read the full article in USA Today, click: McDonald’s Commits to Hiring Older Americans to Fill Jobs.

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    AARP Wants Prospective Clients to put Advisors on the Record

    January 30, 2018

    Financial advisors, more accustomed to fielding questions about fees or the stock market outlook from prospective clients, should get ready to also answer queries about best interest or suitability standards.  This is, if state regulators and AARP have anything to say about it. To read the full article in FinancialPlanning, click: AARP Wants Prospective Clients to put Advisors on the Record.

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  • Estate Planning - QuickRead Featured - QuickRead Top Story

    Build to Serve or Build to Sell?

    June 14, 2017

    Funeral Service Retirement Challenges The funeral industry is dynamic and one where often the directors “build to serve” and overlook the importance of “build to sell”. The authors here provide an overview of the valuation and consulting opportunities.

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  • Financial Forensics - QuickPress

    Financial Abuse of the Elderly: Sometimes Unnoticed, Always Predatory

    December 9, 2015

    Financial Abuse of Seniors Could Grow as the Population Ages As more people enter their golden years, they become increasingly susceptible to financial fraud and financial elder abuse, especially if their mental faculties start to decline.  This article looks at the case of an 86 year old Seattle widow bilked out of much of her savings and how easily it can happen. To find out more about The New York Times article, click: Financial Abuse of the Elderly: Sometimes Unnoticed, Always Predatory.

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