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Investing Blog Roundup: Preparing for the Possibility of Cognitive Decline

One concern I know many readers here share is the possibility of diminished cognitive ability as they age. Many of you who are already retired have mentioned to me that you have opted to simplify your portfolios (in some cases switching to an all-in-one fund). And some of you have mentioned such concerns as one of the reasons you chose to delay Social Security and/or purchase an annuity.

This week we have an article from CPA/CFP Jeffrey Levine, walking you through the basic options for different types of accounts/documents that can allow your family members to help manage your finances, in the event that you do end up needing such help.

Other Recommended Reading

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My new Social Security calculator: Open Social Security