Specify trusted individuals, define their roles, and set guidelines for the delegation of financial decision-making.
Using a simple questionnaire based on a study conducted at the Massachusetts General Hospital.
Estimate health care costs in retirement, including long-term care costs.
Protect older adults and their families and help them make the best possible financial decisions
% of US seniors who have been financially exploited
% of adults over 50 with at least one chronic illness
age of peak financial decision-making capacity
number of people in the US who turn 60 every day
Sources: 2015 Nationwide Retirement Institute survey, 2013 Merrill Lynch Retirement Survey, 2014 Cogniscient survey
Chris Heye, PhD
CEO and Founder
Tony Weiner, MD
Director, Outpatient Geriatric Psychiatry, Mass General Hospital
Ned Hallowell, MD
Psychiatrist, Founder of the Hallowell Centers