Worried Someone You Know May Have Diminished Financial Capacity?

What are the early warning signs of dementia? That’s a question professionals who work in the financial services industry have increasingly asked me since AARP released a report, entitled Protecting Older Investors: The Challenge of Diminished Capacity, on protecting investors who have diminished capacity. The report raised awareness among many financial professionals concerned about the decision-making capacity of their clients. Just to give some sense of how much of a potential problem this is, there are about 41.5 million Americans age …