Big Shift Needed for Retirement Planning?

WASHINGTON -- As life expectancies continue to rise, investment advisors will need to fundamentally rethink the way they help clients plan for retirement and transferring wealth to the next generation, an expert on aging cautioned on Wednesday.

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Comments (1)
Well written and thought provoking! I would add only this. There are countless numbers of people who have purchased life insurance products that were designed to "last" to a certain age based on the assumptions made at the time of purchase. This terminal point could be 80, 85 or 90, any of which may occur before actual death happens. Life insurance is never a pleasant thing to discuss, but it would be a good idea for this to be addressed at each annual review. I have an old saying, "Surprises are never positive!"
Posted by Leonard C | Thursday, March 20 2014 at 12:31PM ET
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