Today’s Chart of the Day is from A Teachable Moment by Tony Isola and one to keep in the back of your mind. In financial planning, we talk about both average lifespan and healthspan, which is the time in your life during which you still feel good, are active, and are free from disability and disease. According to the Institute for Health, this is up to age 65 and has not changed since 1990. However, due to medical advances, the gap between the two has increased from 10.8 years to 12.7 years as life expectancy has increased from 75 to 77 years.
Samuel serves as Senior Vice President, Chief Investment Officer for the Crews family of banks. He manages the individual investment holdings of his clients, including individuals, families, foundations, and institutions throughout the State of Florida. Samuel has been involved in banking since 1996 and has more than 20 years experience working in wealth management.
Investments are not a deposit or other obligation of, or guaranteed by, the bank, are not FDIC insured, not insured by any federal government agency, and are subject to investment risks, including possible loss of principal.
