Financial Longevity
New Approaches to Long-Term Care Access for Middle-Income Households
New Approaches to Long-Term Care Access for Middle-Income Households
We drive change in policies and practices to enable satisfying work lives, address long-term care and caregiving impacts, and prepare for financially secure retirements.
Areas of Focus
By the Numbers
Financial Longevity
Highlights
Shifting the American Retirement Saving Mindset
For most people in our country, the American Dream includes a successful career that allows for saving, followed by a comfortable, dignified retirement. And for many retirees in previous generations, the golden years were just that, with...Read EssayFor most people in our country, the American Dream includes a successful career that allows for saving, followed by a comfortable, dignified retirement. And for many retirees in previous generations...
We Aren’t Talking Enough About One Aspect of the Great Wealth Transfer
Over the next two decades, Cerulli Associates estimates that baby boomers and the Silent Generation will pass down a combined $84.4 trillion in assets to younger generations. Dubbed the “Great Wealth Transfer,” this phenomenon is already...Read EssayOver the next two decades, Cerulli Associates estimates that baby boomers and the Silent Generation will pass down a combined $84.4 trillion in assets to younger generations. Dubbed the “Great Wealth...
The New Care Ecosystem: Empowering Family Caregivers through Technology
As physicians, family caregivers, and patients, we know firsthand the overwhelming challenge of navigating complex and disconnected health-care systems in support of a loved one. Family caregivers are the glue—filling gaps in care...Read Essay
Pandemic Reveals Need for New Approach to Retirement Security
The pandemic revealed—if anyone hadn’t noticed—that millions of Americans live in a precarious financial condition. And, as if policymakers didn’t already know, the pandemic underscored the fact that the majority of Americans are...Read EssayFinancial 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...Read EssayWhy Upskilling Matters, Now More Than Ever
We’ve been hearing the warnings for the past few years: “There’s a skills gap in America.” “Workers need to be upskilled to fill the new jobs that will be created by rapidly changing technology.” “We need to train and prepare our workers...Read Essay
Retirement Security in the Wake of COVID-19
Even before the COVID-19 pandemic, most Americans faced significant barriers to retirement security. Only half of adults over 50 had more than $100,000 saved for retirement, and nearly 30 percent had no retirement savings or pension. Yet, according to research in 2019, the average American couple at age 65 could expect to spend $285,000 on health costs alone during retirement.
Featured Event Sessions
Financial Industry Leaders Revolutionizing America’s Retirement Landscape2024 Global Conference Session
Great Expectations: Retirement in the New Old Age2022 Global Conference Session
It's the Life in Your Years: Reimagining Retirement for Longer, Healthier Lives2021 Future of Health Summit Session
Has the Pandemic Changed the Future of Retirement?
The Future of Aging team's former Chairman Paul Irving explains why he's optimistic in NextAvenue.
