Tag Archives | longevity
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4 Facts To Understand So You Don’t Outlive Your Savings

Retirement today is a whole new ballgame, and it might run a few extra innings. That may not be the best sports analogy, but it’s one of the main takeaways from an online conversation sponsored by Barron’s with gerontologist and aging expert Ken Dychtwald, CEO and founder of Age Wave. Dychtwald is a prolific writer and […]

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Quote Of The Week: Explaining The Impact Of Inflation To Clients

“By failing to adequately explain how inflation, compounded over time, significantly reduces spending power, we leave people vulnerable to the false assumption that the income they have today will still be adequate in 10 or 20 years. This is especially dangerous for people living on fixed incomes.” Sarah Newcomb, behavioral economist at Morningstar, “Explaining inflation […]

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Top Reasons For Working Past 65

Older Americans are living longer than ever. So it should be no surprise that many plan to continue working into retirement to keep busy and stay mentally fit, reports Jacqueline Sergeant for Financial Advisor magazine. By 2026, almost 1/3 of all individuals in the 65-to-74 age group are projected to be gainfully employed, according to […]

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Just Why Are We So Concerned About Making Your Money Last?

Our clients know that one of the things we talk about a lot is how to make your money last. That means making smart decisions about how to invest and how much to spend each year. When you look at the facts behind longevity – how long you are likely to live – you’ll understand our […]

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Happy 100th Birthday!

Over the weekend, I attended a 100th birthday party for a longtime client, who is still as sharp as a tack. Clearly, good genes run in that family! She was surrounded by children, grandchildren, great grandchildren, and friends, all of whom volunteered their favorite stories about times they spent together – at the beach, at home […]

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Quote Of The Week: Living To 150

“The first person to reach age 150 has already been born. How do I talk to a client preparing to retire at 65 using the traditional model and with planning software that only goes to age 95? The financial model is broken.” Ric Edelman, chairman and CEO Edelman Financial Services, as interviewed by Eric Rosenbaum, […]

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I’m Going To Live How Long???

We’ve been telling clients for years that longevity – and the risk of outliving your money – is changing how you need to save and invest for retirement. Now the headlines are finally catching up to what we’ve been saying all along. “Longer life expectancies are ratcheting up the pressure on retirees to make their money […]

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“Planning for Retirement? Plan to Live to 100”

“Planning for retirement? Plan to live to 100” Do these headlines fill you with dread (Oh no, please tell me I won’t still be around at 100!) or excitement (Great! More time to fit everything in!)?  Take a moment to follow this link to a thought-provoking article by Robert Powell, “Planning for Retirement? Plan to live to 100,” posted April […]

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