Blog

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 …

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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 …

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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 …

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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 …

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While most people are intrigued about the secrets to living a long, healthy life, what we really need to focus on is do we have what it takes to go the distance.  Unfortunately, most people are not only unaware of what today’s retirement requires and entails, they’re most likely totally unprepared.  In some respects however, …

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