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Archive for category: Toolkit

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Avoiding Fraud 101: Cyber Safety Tips to Avoid Scams

AVOIDING FRAUD 101: CYBER SAFETY TIPS TO AVOID SCAMS In addition to communicating and accessing information, we also use the internet to purchase products and services. While most of what we see and buy online is legitimate, according to a 2013 Federal Trade Commission survey on fraud in the U.S., nearly 40 percent of fraudulent [...]
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Understanding Longevity: An Important Life Planning Step

UNDERSTANDING LONGEVITY: AN IMPORTANT LIFE PLANNING STEP An important step for Baby Boomers who are planning their retirement years is to learn how long they might live, then to let the financial and lifestyle implications sink in. Many people hear from the media that the average American lives to their late 70s, but that’s the [...]
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Tricks Fraudsters Use to Fool the Elderly

TRICKS FRAUDSTERS USE TO FOOL THE ELDERLY This toolkit describes popular tactics that fraudsters use to deceive and manipulate elders, as well as tips for turning them down. READ THE BRIEF
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Social Portfolios Are Just as Important as Financial Portfolios

SOCIAL PORTFOLIOS ARE JUST AS IMPORTANT AS FINANCIAL PORTFOLIOS Cultivating strong social connections has been shown to contribute to optimal physical, financial and emotional well-being, thus leading to a longer life.2,3 Evidence suggests this is due to both a general sense of support we receive from friendship, as well as the information and resources that [...]
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Longevity Teaching Tales: Why It’s Important to Understand Life Expectancies

LONGEVITY TEACHING TALES: WHY IT’S IMPORTANT TO UNDERSTAND LIFE EXPECTANCIES Research has shown that stories and anecdotes can have a powerful influence on behavior—both positive and negative.1 There are a few themes that commonly influence the decisions people make that can impact their long-term well-being and longevity. READ THE BRIEF
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Life Planning in the Age of Longevity: Insights for Millenials

LIFE PLANNING IN THE AGE OF LONGEVITY: INSIGHTS FOR MILLENIALS What can 20- and 30-somethings do today to prepare themselves for long lives?1 It has been well documented that many Millennials are struggling to get their adult lives started, held back by meager job opportunities and burdensome student debt. For example, according to the Stanford [...]
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Life-Planning in the Age of Longevity: Insights for Gen-Xers

LIFE PLANNING IN THE AGE OF LONGEVITY: INSIGHTS FOR GEN-XERS The majority of Gen Xers are currently at their peak productivity in both their personal and work lives, and are gaining valuable life experience along the way. Many are also facing the stresses that come with middle-age, however, from starting new families to helping young [...]
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Life Planning in the Age of Longevity: Insights for Boomers

LIFE PLANNING IN THE AGE OF LONGEVITY: INSIGHTS FOR BOOMERS What steps can people in their 50s and 60s take to best prepare for the rest of their lives? It’s been well documented that many Baby Boomers have inadequate retirement savings. For example, according to the 2016 Retirement Confidence Survey, only 30 percent of workers [...]
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Life Planning in the Age of Longevity: An Action Plan

LIFE PLANNING IN THE AGE OF LONGEVITY: AN ACTION PLAN Many Americans aren’t fully grasping the financial and lifestyle implications of living longer lives, and as a result, they’re not taking the steps they need to take now to prepare themselves for the distinct possibility of living a long time. Being fully informed about the [...]