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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...

The perception that younger workers “job hop” more than past generations is often exaggerated. Research from the National Institute on Retirement Security, in its report Debunking the Job-Hopping Myth about Millennials and Gen Z, shows that millennials and Gen Z have...

Are you considering selling your life insurance policy? At Abacus Life, we specialize in helping individuals turn their policies into cash, providing financial relief when it’s needed most. As the only publicly traded life settlements company, Abacus Life has set...

Source: Longevity & Mortality Investor Thanks for reading Jay's Substack! Subscribe for free to receive new posts and support my work. At a time when gold has topped $4,000 and Bitcoin is nearly at $125,000, it’s clear that people are chasing alternative assets...