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Longevity and the New Journey of Retirement (2022,) a groundbreaking study of more than 11,000 North American adults, largely pre-retirees and retirees, designed by Edward Jones and AgeWave, explored retirement—people’s experience in retirement, and the keys to thriving. Here's what they found:

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: 

1. Attend to health.
2. Stay socially engaged.
3. Gain a sense of purpose.
4. Manage finances and keep on track.
5. Be willing to course correct again and again to achieve dreams.

The LIFE PLAN ASSESSMENT designed to target all the above elements plus a few more!

The Life Plan Assessment will take up to 45 minutes. 

What you will gain from completing the assessment—you'll have a better understanding of which life domain(s) (health, housing and location, social connections, support network, life purpose, faith and spirituality, finances, legal matters, fun and engagement and finding transportation) either positively of negatively influence your future.

Once you know the top risk(s,) you have the opportunity to take a course which helps you dig deeper into the challenges you face. The course guides you through a well-designed strategy that helps you create a plan and to learn specific ways to correct and better manage the challenges.