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Matthew Baumgart - Stories from the Field
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David B. Reuben - Stories from the Field
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Debra Cherry - Stories from the Field
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Financial Security in Retirement Requires Rethinking Needs
Effective financial planning requires clarity about individual circumstances and an appreciation of
the shifting longevity landscape. In the US, life expectancy at birth is approximately 79 years, according to the National Center for Health Statistics., It is a risky strategy to plan only for necessary retirement finances up to an ‘average’ life expectancy., The typical inputs to generic financial planning tools include:
Gender
Genetics/DNA
Smoking/alcohol/lifestyle habits
Weight
Exercise habits
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The Pandemic is Stress Testing Aging in Place
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The COVID-19 pandemic has been catastrophic in so many ways, not least for older people.,
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Exposing the Long-Standing Under-Investments in Senior Hunger and Isolation
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The pre-existing dual epidemics of social isolation and hunger in America can no longer be ignore
d.
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Aging in the Future of Health
When the Senate Aging Committee was first established in 1961, 9 percent of Americans were over age
65.
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From Risk to Reward: Shifting Perspectives to Benefit Retirement Saving
In my 35 years at our 140-year-old company, my focus has always been on helping people achieve long-
term financial security, in particular, secure retirements.
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