Abaris Financial Group, LLC’s Post

Love in later life can be a beautiful thing, but it can also come with hidden risks. In this week’s episode of Wealth Beyond Riches, I sit down with Lisa Cukier to explore the growing dangers of financial exploitation in late-life relationships. As cognitive decline sets in, individuals may unknowingly open the door to exploitation from new romantic partners, caregivers, or even family members. Lisa and I discuss the importance of early planning, clear family communication, and working with a trusted team of professionals to protect those most vulnerable. This conversation is packed with essential guidance on how to ensure your loved one’s wishes are honored while keeping them safe: https://bit.ly/40tFqhs #WealthBeyondRiches #EstatePlanning #FamilyWealth #LateLifeRomance #FinancialExploitation #ElderCare #FiduciaryResponsibility #FamilyProtection #TrustAndTransparency

Later-life relationships bring not just love, but also the potential for financial exploitation. In this episode of Wealth Beyond Riches, Abbey Henderson talks with Lisa Cukier, a partner at Rubin and Rudman, about the risks that arise when older individuals experience cognitive decline. These vulnerabilities often lead to exploitation from trusted people in their lives, including new romantic partners, caregivers, or even family members. Lisa provides key insights on early planning, transparent communication, and involving trusted professionals to prevent financial abuse. Tune in as they share ways to safeguard your loved ones and ensure their wishes are respected: https://bit.ly/40tFqhs #WealthBeyondRiches #FamilyWealth #EstatePlanning #FinancialProtection #ElderCare #FiduciaryResponsibility #FinancialExploitation #FamilyProtection #LateLifeRomance

What happens when family instability and relationship complexities intersect with the absence of genetic kinship in blended families? Grounded in kin selection and family systems theories, the Blended Family Financial Framework explains why financial challenges often arise in these family structures. In our soon-to-be-published research on blended families and financial infidelity, we apply this framework to our model, examining the moderating effects of emotional fusion and the presence of stepchildren on financial infidelity. Ashley McWhorter Keamo Sonya Lutter Jeremy Yorgason

The Hidden Psychological Aspects of Your Financial Affairs💰 Until you address these areas, change will be slow, hard, and unlikely. If you need some assistance addressing some of these "intangible" areas, message me or go to my website and schedule a financial health assessment at www.jarodaanderson.com #MoneyMindset #FinancialHealth #SocialWork #PsychologyOfMoney #FinancialLiteracy #MentalWellness #MoneyManagement #EmotionalWellbeing #FinancialEducation #WealthBeliefs

Discover how childhood #money habits shape financial behaviors and learn how Family WELLTH Management can help break unhealthy cycles, foster emotional security, and build a legacy of financial and relational well-being. #FamilyFirst #ParentingGoals #HealthAndHappiness #MentalHealthMatters #WellnessJourney #HealthyLifestyle #ParentalWellness #ThriveTogether #LeadByExample #FamilyWellth 

Losing a spouse can leave widows and widowers overwhelmed and unsure of what to do next, especially if their partner managed the finances. With close to 900,000 people widowed annually, many face the challenge of becoming the sole decision-maker. It's important to take a deep breath and recognize that it's okay not to tackle everything at once. Explore further for guidance on gathering essential documents, taking measured steps forward, and finding stability during uncertainty. #NavigatingLoss #WidowsAndWidowers #MNWealthAdvisors

Losing a spouse can leave widows and widowers overwhelmed and unsure of what to do next, especially if their partner managed the finances. With close to 900,000 people widowed annually, many face the challenge of becoming the sole decision-maker. It's important to take a deep breath and recognize that it's okay not to tackle everything at once. Explore further for guidance on gathering essential documents, taking measured steps forward, and finding stability during uncertainty. #NavigatingLoss #WidowsAndWidowers #MNWealthAdvisors

Discover how childhood money habits shape financial behaviors and learn how Family WELLTH Management can help break unhealthy cycles, foster emotional security, and build a legacy of financial and relational well-being. #FamilyFirst #ParentingGoals #HealthAndHappiness #MentalHealthMatters #WellnessJourney #HealthyLifestyle #ParentalWellness #ThriveTogether #LeadByExample #FamilyWellth #Parenting

🎉 Excited to share my latest blog post, Survival of the Relational! Discover how couples can build financial intimacy and strengthen their emotional bonds through empathy and understanding. Read now! https://lnkd.in/eXX-xtiZ #FinancialIntimacy #PersonalFinance #MaritalFinance

Losing a spouse can leave widows and widowers overwhelmed and unsure of what to do next, especially if their partner managed the finances. With close to 900,000 people widowed annually, many face the challenge of becoming the sole decision-maker. It's important to take a deep breath and recognize that it's okay not to tackle everything at once. Explore further for guidance on gathering essential documents, taking measured steps forward, and finding stability during uncertainty. #NavigatingLoss #WidowsAndWidowers #MNWealthAdvisors