So we have to try. Tread slowly, but with a plan. Be objective. It’s critical to talk about health care, but it’s also emotional and difficult for many people. As I’ve written many times, the highest value of a real advisor is to help change behavior, and helping people understand better the importance of preparation for healthy aging is about the most important work you can do.
Steve Gresham chairs the advisory board for Cogniscient Inc., the parent of Whealthcare Planning. He is also former head of the private client group at Fidelity Investments and author of The New Advisor for Life. See more at www.thegreshamco.com.