It still happens quite frequently. I meet with a man and woman to create or review their financial plan and find that the man is doing most of the talking while the woman remains silent. Perhaps it’s a married couple in which the husband has taken control of the...
For the elderly living at home vs assisted living or considering senior housing. Ted Gottlieb and Eileen Lambert (Oasis Senior Advisors, Chesterfield, MO) discuss their powerful software for matching seniors to senior living communities. Hear her insights as to how...
