March 2019

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 […]

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