Longevity Planning: Looking Beyond the Financial Factors of Retirement

Longevity planning. This is a term that often coincides with retirement planning. Longevity planning has to do with creating a comprehensive strategy that goes beyond finances to consider physical health and quality of life factors. Aside from a monthly income, how do we maintain our physical health, connect with a sense of purpose, and feel happier to achieve a sense of greater overall wellbeing in our final chapter?

What am I going to do in retirement? Where will I live?

According to psychologists and years of research, retirement is ranked number 10 on the life stressors list. People often celebrate retirement as a happy event, but for many individuals it brings up questions of personal identity, a fear of running out of money, living a groundhog day scenario, losing social connections, being seen as “old,” and more. Without a sense of direction and purpose in the next chapter, people often flounder and are at risk for isolation, mental health challenges, substance misuse, and more.

A recent MarketWatch article highlighted how many financial advisors are not having these important conversations with clients. Cassaday & Company, Inc., is unique because in our commitment to help clients maximize their return on life, we have an in-house specialist who helps clients prepare for the nonfinancial aspects of retirement. Jennifer Landis-Santos is our Career & Life Transitions Coach and she is a resource to support our clients as they navigate some of life’s big questions, such as:

  • What is my purpose?
  • When should I retire or sell my business?
  • How can I support my child who is not thriving?
  • What do I do after being laid off?
  • How can I connect in a more meaningful way with my spouse?
  • I was just diagnosed with cancer, now what?
  • How do I navigate aging alone?
  • Where should I move to in my “next”?

If you are sitting with a big question and want to connect for resources or support, reach out to your financial advisor for an introduction to Jennifer.

If you are not a Cassaday & Company, Inc., client and would like to inquire about our comprehensive services, we welcome you to contact us.




Disclosure: The material is presented solely for information purposes and has been gathered from sources believed to be reliable; however, Cassaday & Co. cannot guarantee the accuracy or completeness of such information, and certain information presented here may have been condensed or summarized from its original source. Nothing in these materials is intended to serve as personalized tax and/or investment advice since the availability and effectiveness of any strategy is dependent upon your individual facts and circumstances. Cassaday & Co. does not provide tax, legal, or accounting advice, and nothing contained in these materials should be relied upon as such.


Contact Michelle Tigani

Related Posts