Why Retirement Portfolio Design Should Be Flexible even more flexible than the giraffe in this picture! –> There is one predominant reason why retirement portfolio design must be approached differently today than in previous years: There is an infant alive in this world, right now, who is expected to reach age 200.1 That’s the prediction…

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Retirement Planning Tools Here’s an interesting tidbit from the investment industry: In 2014, Merrill Lynch hired a gerontologist on staff – the first financial gerontologist of all time.1 Why? Because their financial advisors needed to learn how to plan for older people who are living longer than ever. The problems associated with this new era of…

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