Blog

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

In my last Blog, ‘Ready To Go The Distance?’ I addressed the issue of how few Americans actually understand the likelihood of their own longevity – let alone the cost of that reality.  While there’s some great news about this new longevity, there are also some very scary aspects.  Yet by addressing these issues through …

Read More