Viewpoints about Longevity
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Four tips for using AI in financial planning
If you’re thinking about using AI to help you with financial planning, there are a few things you should know about using it safely and smartly.
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Planning to age in place? Your community’s senior services can help
Do you know what services and programs your community offers for seniors? Find out how they can help you age in place.
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Are you ready for a longer retirement?
With retirement starting sooner and ending later, you’ve got less time to save and more time to live off your savings. We’ve put together five practical ways to help you plan for a retirement that may last 40 years.
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Five tips for withdrawing your money in retirement
As retirement approaches, it’s important to have a plan for taking money out of your accounts to support your lifestyle. Get five tips for creating your withdrawal strategy.
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Ready or not: the 40-year retirement is here
You can play a big role in helping your employees feel ready for a retirement that may last for 40 years. Let’s explore some of the challenges your employees may face and three ways you can help them retire with confidence.
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Financial planning year-end checklist: eight tips for your practice
Get help putting the finishing touches on your business plan for the upcoming year with these eight financial planning tips.
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Six tips for keeping your finances on track
Developing healthy habits—such as regular reviews of your saving and spending—can help get your finances in better shape. You can follow these six tips as your guide.
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What's Medicare?
Learn the fundamentals of Medicare and how it can help you cover your healthcare needs in retirement.
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Planning for longevity is about more than money
Longevity isn’t just about more years. It’s about making those extra years better. We partnered with the MIT AgeLab to explore what it takes to truly thrive as we age and discovered that many Americans aren’t prepared. If we want to help participants prepare for a better retirement, then we need to change the way we think about retirement planning.
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Three key financial metrics for TPAs
If you’re a third-party administrator (TPA) who services retirement plans, we'll help you establish benchmarks for your performance starting with three key financial metrics.
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