Abstract

Modern longevity transforms long-held assumptions about working, saving, investing, and spending-creating both new opportunities and new challenges for wealth management in the 21st century. To adapt to these shifts, our aging world must evolve its strategies and tools to help people maximize their healthy, productive years, work longer and differently beyond traditional retirement age should they choose to do so, manage caregiving responsibilities, and use a range of tools to plan, save, and invest for longer lives. Employers, policymakers, financial services companies, and individuals can all take steps to enable this new landscape of greater wealth from greater longevity, where people enjoy physical health linked directly to financial health.

Full Text
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