Retirement planning doesn’t have to feel overwhelming. Asset Map gives you a clear, one page view of your finances, from 401k accounts to insurance, so you can make smarter choices and extend your wealthspan with confidence.

Retirement isn’t an end, it’s a launch.

Discover how Wealthspan helps your money, health, and freedom align for a confident future

If you’re 60–63, 2025 gives you a unique opportunity to supercharge your retirement savings with higher catch-up contributions. Starting in 2026, high earners will need to make catch-ups as Roth contributions, making planning more important than ever.

Your portfolio isn’t just numbers. It’s the foundation for your financial freedom. Discover how stocks, bonds, cash, and alternatives work together to extend your wealthspan and secure a life of choice, health, and purpose.

Retiring with confidence isn’t about predicting the future. It’s about taking initiative today. At Longevity Wealth Strategies, we help you move from passive waiting to proactive planning so your wealth becomes a launchpad, not a risk.

Many investors unknowingly take on more risk than they’re comfortable with and it often shows up as unnecessary stress. In this edition of The Longevity Files, we share a real client story where Nitrogen’s Risk Analyzer revealed the mismatch between their true comfort level and their portfolio.

Retirement is a long retirement is a play with four distinct acts, each with a different pace, different challenges, and different needs.

Your plan needs to be ready for all of them, from the "honeymoon" to the final journey.

Most of us sprint toward a retirement date, a number in the bank. We treat it like a finish line, believing that's all there is to plan for. But what happens after you cross it? What do you do with the next 8,000 days? This isn't a short victory lap; it’s a second act. It's time to build a strategy that's ready for the whole race.

Retirement isn’t the end of the road. It’s the start of a new one. With the right plan, you can trade uncertainty for freedom and turn your savings into the life you’ve imagined. Here are five steps to help you prepare for a confident, fulfilling retirement.

Your mind is your best tool for that construction. By investing in lifelong learning, you're not just preparing for the future; you're actively creating a more vibrant, meaningful life right now. It's the ultimate investment in yourself.

For decades, retirement has been defined by a simple script: work, save, and then stop. The happiest, longest-living people don't just stop working; they replace work with meaningful activities. They have a "reason for being."

Imagine it's a Saturday morning 25 years from now. Your coffee is hot, your calendar is empty, and your money is working harder than you are.

Most people think financial planning is about spreadsheets and budgets. But true financial wellness is quieter. It's the confidence to live your life without money whispering stress in your ear.

Most people think financial planning is all about numbers and spreadsheets. But the truth is, your values are your personal GPS. They tell you where you want to go so your money can get you there.

The biggest threat to your wealth isn't the market. It's your own behavior. Even smart investors fall into predictable traps when fear, greed, or overconfidence take the wheel. The good news? These psychological pitfalls can be managed.

Retirement planning isn't just about reaching a certain age; it's about creating financial confidence that lasts a lifetime. The 3-Bucket Strategy organizes your money by purpose and timeline.

Financial wellness isn't just about how much money you have. It's about how well you use it. This is the core of the "value for money" mindset, a powerful way of thinking that goes beyond finding a good deal.

Moving in retirement should be a dream, but it often comes with a handful of hidden costs that can turn a big milestone into a big source of stress. Beyond the obvious expenses like the moving truck or a down payment, retirees are often surprised by costs for home modifications, changes in healthcare and insurance premiums, and even unexpected tax bills.

Creating a secure financial future isn't just about the numbers. It's about habits, mindset, and staying flexible. The key to success is to avoid these common missteps by setting clear goals, staying consistent, and building a plan designed for life's inevitable changes.

7 Life-Defining Questions We Help You Answer