A New Tool for Recognizing Diminished Capacity

The insidious onset of Alzheimer’s disease or other dementia can sneak up on a client and affect their ability to exercise judgment about finances. To help your clients, you need to know the red flags of diminished capacity, a basic skill anyone can learn.

You can get a free checklist to help do that at AgingInvestor.com. But beyond that, it is critical to understand the complexity of financial decision making.