Media Insights

The federal government recently passed the Ending Improper Payments to Deceased People Act, legislation designed to strengthen data sharing and prevent payments from going to individuals after a mortality event has occurred. As Senator John Kennedy stated, “The...

TIAA and the Gerontological Society of America recently released a report that should be required reading for anyone who plans to get old—which, if things go well, is all of us. It’s called “Health and Wealth in the Era of Longevity,” and while the title sounds...

Digital natives who have grown up in an age of economic uncertainty and political polarization, Gen Z has reason to be skeptical of traditional investment tools and products. In fact, those born between 1997 and 2012 are far less likely to prioritize obtaining...

Don't Do Anything Halfway Reflections on lessons I learned from my dad - Part 3   As we are ringing in the new year, I have been thinking about a quote by Mark Twain that my dad repeated: “When I was a boy of 14, my father was so ignorant I could hardly stand to...

Trusting Your Team Reflections on lessons I learned from my dad - Part 2 During what some call the “reflection season,” I have been thinking about the lessons my father – who passed away this summer – passed on to me. Growing up with a single dad in a family with five...

The Power of Showing Up Reflections on lessons I learned from my dad - Part 1   As we go into the holidays, I’m looking forward to spending quality time with my family and reflecting on a year of tremendous wins and some very difficult times. I hope that you can...

Dick Van Dyke’s Longevity: A Once-in-a-Lifetime Event At 99 years old and standing 6’1” tall, Dick Van Dyke is defying what science tells us should be impossible. Photo source: Gage Skidmore from Peoria, AZ, United States of America, CC BY-SA 2.0...

When I was on vacation with my family earlier this year, we met a couple looking to retire and the husband was asking me about potential new investments. After a pleasant exchange, we parted ways, but a few minutes later, the wife came back, expressing concern about...

As someone who has spent decades thinking about financial planning, I’ve watched too many clients approach retirement with a dangerously incomplete playbook. Dr. Joseph Coughlin, the founder of MIT’s AgeLab, and his call for a longevity rewrite of America’s retirement...