David A. Littell

• Resources for the Senior Advisor

  By David A. Littell  |  August 1, 2006

  I develop the course materials for the CASL (Chartered Advisor for Senior Living) designation at The American College. One important area that we cover is "Understanding the Older Client," which deals with communicating effectively with

• Lessons From My Parents -- Life Care Communities

  By David A. Littell  |  July 1, 2006

  We often learn the most about working with seniors from our own families. My parents, Will and Esther Littell, have made many (to my surprise) excellent decisions in retirement. Probably the best -- both from their and my perspective --

• Retirement Plan Distributions Start With the Right Questions

  By David A. Littell  |  March 1, 2006

  Any financial advisor working with retirees will invariably be asked about pension distributions. The questions could be about choosing a distribution option, the tax treatment of distributions, rollovers, or the minimum distribution rules. Here is