When the Wall Street Journal recently reported on problems faced by older investors, Michael Gilfix of Gilfix & La Poll Associates was prominently featured.
The article examined issues that we all must be aware of as we age: some retirees, even when dementia is not an issue, have trouble identifying riskier investments or warning signs, and financial scammers often take advantage of this.
The Wall Street Journal piece told the story of a client we helped with just this type of situation.
The article is an important reminder that older investors and their families need to be on guard. Even highly intelligent and sophisticated investors can fall prey to scams and bad investments.
As Michael Gilfix states in the article, it is also important for adult children of retirees to monitor their parents’ financial health just as they would their physical and mental condition.
No one should have to tackle these complex issues without assistance. At Gilfix & La Poll, we have decades of experience in the field of elder law, and we take pride in providing our clients with the highest level of service and advice.
As the feature in the Wall Street Journal illustrates, Gilfix & La Poll is a nationally recognized authority in the field of elder law and estate planning. We know you have worked hard to earn what you have, and you want to secure a comfortable retirement. We know how important it is to ensure that your assets are preserved for your loved ones and that your wishes are honored after your passing. To accomplish those goals, you should have the experience and knowledge of Gilfix & La Poll at your disposal.
To see other national publications that have featured Gilfix & La Poll, please see our In The News section.