![Longevity and its Effect on Your Client’s Financial Plan [On-Demand Webinar]](/wp-content/uploads/2021/03/Longevity.png)
by Ashley Flitter | Last updated Apr 22, 2021 | Longevity
Retirement is more than just being worried about running out of money; it is the desire to live mid-life longer with independence and dignity. In this webinar, Stephen Anton, Ph.D. and Fabrice Braunrot discuss the changing landscape of financial planning with regards...
by Ashley Flitter | Last updated Mar 15, 2021 | Health and Wealth, Life Events
People are living longer, working longer, and are more uncertain about their retirement than ever. It’s clear that financial and retirement literacy is important for people of all financial and lifestyle situations. Knowing how your finances will hold up over time and...
by Ashley Flitter | Last updated Oct 29, 2020 | Announcements, Health and Wealth
Now more than ever, consumers are thinking about their health and longevity and how their finances will be impacted by their health and lifestyle choices. While many things feel unknown right now, financial advisors can fill the existing gap with people who want help...
by Ashley Flitter | Last updated Apr 16, 2020 | Longevity
Global research firm, the Aite Group, recently announced the top 10 trends driving growth in Wealth Management for 2020. #4 on that list: Advisors Supporting Client Longevity! By 2020, one third of the US population will be 65 and older. As people live longer,...
by Ashley Flitter | Last updated Apr 15, 2020 | Financial Planning
In talking with many financial advisors and institutions over the years, groups have evolved at different rates in how they use technology in their practice. Some shun it completely beyond the bare minimum of portfolios and modeling. Some are excited about what...
