A Partial List of Observations on Longevity and Financial Planning

Abstract

The greatest concern of retirees is to maintain their lifestyle through retirement. They ponder if they have enough money, should they adjust their expenses, how should they invest their savings, and would they be able to leave anything for their children or charity. There are no unique answers to these questions. The answers depend on individual circumstances and references. In this note, we offer a list of observations that might help to provide answers to these important questions.