Up, Down & Across

Family conversations about the future-and reaching a consensus around the important who, what, where and how questions related to later life-are a vital part of longevity planning. If you're not talking about key topics in advanced such as housing or care preferences for you, your parent or parents in late retirement, it can have serious implications for your family relationships and potentially profound financial consequences.

It's also imperative to have early and open future planning conversations with a spouse or partner around key topics such as planned retirement dates, how and where you envision living in retirement, and what one spouse or partner would do if the other were to pass away.

Click here to learn more.