Caregivers not taking care of their own finances: Fidelity
Tom West senior partner at Signature Estate & Investment Advisors is quoted in InvestmentNews. “I’m grateful for Fidelity’s effort to spotlight this reality for caregivers. Financial advisers need to treat a period of care more as a certainty in retirement planning and less as a ‘what if’ contingency,”
“Our industry can guide, advise and support our senior clients through a time of being ‘less able’ so much better than how we serve today,” West said. “It’s high time for financial advisers to stop dismissing planning for care as somebody else’s job.”
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