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

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

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