Blog

Continuing our discussion of Healthspan, the second of three primary focuses on Longevity Planning/Management, being May is Older Americans month, today we’ll address the role we play in living long and living well by rethinking longevity in entirely new and different ways. Let’s start off by asking, ‘Who’s Afraid of Growing Old?’ In my speaking …

Read More

As we left off in my last blog, the majority of Americans would love to live to 100 … IF they have their health and if they have their wealth.  Today we’ll expand on this by addressing the second of the three primary focuses of Longevity Planning/Management:  Healthspan, how we’ll be here long … not …

Read More

As we continue with this Longevity Planning/Management Series, today we will expand on a couple of the Lifespan statistics addressed in my last Blog — specifically, the financial effect of increased longevity. While we’ve done a fabulous job increasing longevity over the last 20-30 years in this country, i.e. the 85+ population is the fastest …

Read More

In my last Blog, we addressed the shift occurring from the traditional retirement planning conversations to that of life planning to address this subject in both a more holistic way, as well as to support the changing aspects of retirement itself.  But there’s a new trend and opportunity for the financial industry to take this …

Read More

While we all recognize the concept of retirement has changed, perhaps it’s time to start changing conversations to incorporate a focus on life planning versus just retirement planning to help and encourage people to better prepare financially for all their life stages. Funny thing about this life journey we’re all on in that there are …

Read More