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AGEIST CAREER

ageist EDITORS | september 29, 2017

late-life finance

We recently spoke with Scott Brewster, CFP®, MBA, EA when we were doing research on the effects of longer work life and actual living life on investment portfolio models.

“To me it is about making sure that when clients do start making withdrawals, that they do so in a matter that the portfolios can last 10, 20, 30 or more years.  The investment process is one that should be continually matched to one’s unique personal changing situation, lasting longer than anyone historically thought of a retirement portfolio needing to last. The key is to make sure one’s portfolio does not end before one does.”

It seems that the effect of a much longer expected life may need to be seriously taken into account when planning for one’s late-life financial reality.