When evaluating our resources and spending capacity, longevity can have a significant impact. Our spending typically evolves through the “go-go, slow-go and no-go” years of retirement. Our colleague, Casia Chappell, CFP®, CPWA®, discusses the role life expectancy plays in wealth planning.
For additional perspective, view our First Quarter 2022 Wealth Management Insights publication or video titled, “Valuing the Resources of Time and Money.”