This report explores the changing realities of longevity and retirement planning, from life expectancy and retirement spending to the risk of corpus depletion. It provides a practical framework to challenge conventional assumptions and build better retirement plans.
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This report gives advisors a practical framework to challenge conventional retirement assumptions, identify hidden planning gaps, and build more resilient retirement plans for their clients.
Why standard life-expectancy estimates can underestimate longevity for affluent, insured, metro households and the number advisors should consider when planning.
How a shrinking earning window is changing the balance between working and retirement years and what it means for the corpus your clients actually need.
A researched view of health, lifestyle and living expenses from the 50s through the 90s helping advisors plan for how spending really evolves across retirement.
See how one real household performs under conventional vs. revised assumptions including the exact year the corpus runs out and where the plan starts to break.
