Jill O’Donnell and Ronnie Rusk

Decorative pattern

Planning and Advice

Delivering peace of mind: Understanding older clients’ fears

(March 2006) An elderly woman wanted to move to a new retirement residence, but was unsure if she could afford it. Her daughter spoke with her mother’s financial advisor to see if it was possible. When the daughter went back to see her mother, she told her that he said, "There’s at least enough to […]

By Jill O'Donnell and Ronnie Rusk |March 13, 2006

3 min read

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