Good advisors care about their clients' lives, and watching somebody struggle with dementia is painful. (Photo: Shutterstock)
Delicate situations, like advising a client in the early stages of dementia, require special care and attention to ensure you are protecting clients' financial interests.
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jelsasser2
Joe Elsasser is a certified financial planner and the founder and president of Covisum, a financial technology company. Under his leadership, Covisum has developed a variety of groundbreaking financial planning tools, including Social Security Timing, which was the first patented Social Security optimizer, Tax Clarity, SmartRisk and Income InSight. Joe co-authored “Social Security Essentials – Smart Ways to Boost Your Retirement Income” and is a regular contributor to USA Today, InvestmentNews, Retirement Daily, CNBC and ThinkAdvisor. Joe also maintains a financial planning practice in Omaha, Nebraska.
