Monthly Archives: March 2020

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SPECIAL UPDATE: COVID-19



In this special episode, we share updates on how we are responding to the COVID-19 situation, how we’re assisting our clients, and what actions we’re advising investors to take during this time of uncertainty. 

Tune in now to learn how the markets are being affected and what we’re doing to help clients during this tumultuous time.

Resources: Heller Wealth Management | (631) 293-2806


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Episode 62 – 5 Ways to Plan for Health and Happiness While Aging Solo — With Joy Loverde



Baby boomers are the last generation of caregivers as we know it. Today’s children are raised to go out and pursue their interests, even if that means living far from home. If having kids doesn’t guarantee you a future caregiver, this begs the question: Who will take care of you when you’re old?

In this episode, Larry Heller is excited to be joined by Joy Loverde, a leading consultant in the mature-market industry and a trusted advisor in aging, caregiving, and elder care-related issues. Joy is also the author of the aptly titled book, “Who Will Take Care of Me When I’m Old?” Join Larry and Joy as they discuss five categories of her book that equip you to plan for a high quality of life later on, regardless of whether you’re aging with a close-by support system or on your own.

In this episode, you’ll learn:

  • Reasons why today’s children might not be available to act as caregivers
  • The difference between small thinking versus strategic thinking
  • Who Joy interviewed as she wrote her book
  • What to consider before you commit to aging in place
  • About alternatives to living in a facility or completely alone
  • And more!

Tune in now to discover what goes into planning for a financially secure and happy old age. 

Resources:

Heller Wealth Management | Joy LoverdeWho Will Take Care of Me When I’m Old? by Joy Loverde 


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Episode 61 – Sources of Financial Elder Abuse You Should Be Aware Of – With Jeff Haber



Would you know how to tell if your aging loved one is being financially abused? The signs aren’t always apparent — and neither are the abusers. 

In this episode, Larry Heller explores this necessary topic with Jeffrey Haber, the co-founding partner of Freiberger Haber LLP. They talk about the subtle, and not so subtle, signs of financial abuse and what kinds of individuals are notorious for exploiting seniors. You will also discover what laws are in place to protect your loved ones and what actions you can take. 

In this episode, you’ll learn:

  • The signs of senior financial exploitation
  • Which state and federal laws are designed to protect seniors from being financially exploited
  • What securities and banking regulators are doing to detect and prevent the financial exploitation of seniors
  • What friends and family can do to protect their loved ones
  • And more!

Join this conversation now to learn about the signs of financial abuse and what steps to take in order to protect your loved ones. 

Resources:  

Heller Wealth Management | Freiberger Haber LLP: (631) 282-8985 | jhaber@fhnylaw.com