In a groundbreaking study, Longevity and the New Journey of Retirement (2022,) of more than 11,000 North American adults, largely pre-retirees and retirees, Edward Jones and AgeWave, explores the journey of retirement—people’s experience in retirement, and the keys to thriving along the way. The Key Elements of Today's Retirees: Value of longevity—29 years to be the length of retirement. Pandemic drove transition, to organize time, and find new purpose. Preparation and financial foresight is central. Other elements include: Attend to health. Stay socially engaged. Gain a sense of purpose. Manage finances and keep on track. Be willing to course correct again and again to achieve dreams. The study reflects the need for pre-retirees and retirees to have a life plan that extends beyond money and addresses the other top 9 domains of living well. The presentation material is based on my book, SOLO AND SMART, A Roadmap for a Supportive and Secure Future, which is based on my own future plan, the one I designed for myself after family caregiving. Caring for my parents was my wake-up call. It illustrated to me the risks I will face down the road. I got on the stick and created a plan because, unlike my parents, I had no children or spouse to look out for me.

Equip clients to prepare more comprehensively and navigate more nimbly to and through their retirement

Help clients discover: Where they are right now? Where, they want to be? How to get there. 

Self-assess the current level of satisfaction of the top 10 domains and help them set a trajectory for a confident future