Practical analysis for investment professionals

longevity


Retirement Income Planning and the “Language of Longevity”

When it comes to retirement income planning, advisers should focus less on "shortfall" and "failure" probabilities, and embrace the "language of longevity,” Moshe Milevsky tells Barbara Petitt, CFA, in an interview for the Financial Analysts Journal Author Interview series.

Weekend Reads for Finance Pros: Yanis Varoufakis, Leadership, and Longevity

He has been "likened to a rock star, hailed as a sex icon, and feted by fashionistas." He's also been referred to as the "enfant terrible" of the financial media. If you haven't already guessed it, I'm talking about Yanis Varoufakis, the erstwhile Greek finance minister and self-described "erratic Marxist."

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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