Practical analysis for investment professionals


Elder Care: An Investment Goal No One Plans For

What are those individual dreams and aspirations that you and your clients plan for? Is elder care one of them? If not, it should be.

Some Surprising (and Not-So-Surprising) Notes on Risks and Happiness in Retirement

Michael Finke, professor and director of retirement planning and living in the personal financial planning department at Texas Tech University, discusses idiosyncratic longevity trends and risks; planning for cognitive and physical changes in old age as a fiduciary adviser; and avoiding risks and planning for a more satisfying life in retirement.

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