Aspen Ideas to Go

Living to 100

Feb 13, 2025
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ANECDOTE

Multi-Generational Financial Planning

  • Penny Pennington shares how clients celebrating 100 birthdays make financial planning multi-generational.
  • Families now must consider wealth building across five generations simultaneously.
INSIGHT

Longevity Stresses Public Systems

  • Longevity will stress public safety nets like Social Security and healthcare.
  • Individuals must take personal responsibility for planning longer, financially secure retirements.
ADVICE

Work Longer with New Skills

  • People are delaying retirement and working part-time to bridge longer life spans.
  • Continuous skill development is essential for career longevity and financial health.
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