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Financial Longevity
Featured
Report
The Longevity Equation: How Healthspan and Wealthspan Intersect
This report introduces a new framework—the Longevity Equation (H × W) × T^β— which illustrates how health (H), wealth (W), and...
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Report
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Dawn M. Carpenter, DLS
Director, Financial Longevity
Dawn M. Carpenter, DLS, is the director of financial longevity at MI Health.
Featured
Report
The Longevity Equation: How Healthspan and Wealthspan Intersect
This report introduces a new framework—the Longevity Equation (H × W) × T^β— which illustrates how health (H), wealth (W), and...
Read
Report
Image
Dawn M. Carpenter, DLS
Director, Financial Longevity
Dawn M. Carpenter, DLS, is the director of financial longevity at MI Health.
Financial Longevity
Highlights
The Longevity Equation: How Healthspan and Wealthspan Intersect
This report introduces a new framework—the Longevity Equation (H × W) × T^β— which illustrates how health (H), wealth (W), and technology (T) interact to shape outcomes across the lifespan.Read ReportImageDawn M. Carpenter, DLS
Director, Financial LongevityDawn M. Carpenter, DLS, is the director of financial longevity at MI Health.
Supporting Family Caregiving: How Employers Can Lead
More than 53 million people provide unpaid care for loved ones, with 61 percent also holding paid jobs. Family caregiving impacts financial stability, career progression, and overall well-being.Read Report
Financial Longevity: The Key to Dignity in Aging
The fall is a time to celebrate the invaluable contributions of older adults. As we observe the United Nations' International Day for Older Persons and Ageism Awareness Day in October, and National Family Caregivers Month in November, it's...Read ArticleImageDawn M. Carpenter, DLS
Director, Financial LongevityDawn M. Carpenter, DLS, is the director of financial longevity at MI Health.
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
Shifting the Retirement Paradigm: Moving toward Lifetime Financial Security
During the past two years, the Milken Institute has focused on how Americans manage lifetime financial security leading to a financially secure retirement. The Institute has delved into this topic by conducting research, meeting with...Read Report
Financial Literacy in the United States
The Financial Literacy in the United States report provides a comprehensive overview of the financial literacy landscape in the US. Unfortunately, our analysis paints a worrisome picture. The evidence suggests many individuals in the US...Read Report
COVID-19 and the Future of Aging
In this series, we have interviewed members of our Milken Institute Center for the Future of Aging Advisory Board who are leaders from business, health, academia, policy, and philanthropy. All aim to improve the lives of today’s older...Read Report
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