{"id":844,"date":"2019-12-13T13:18:15","date_gmt":"2019-12-13T18:18:15","guid":{"rendered":"https:\/\/c3fp.com\/?page_id=844"},"modified":"2024-02-14T14:43:30","modified_gmt":"2024-02-14T19:43:30","slug":"the-stages-of-wealth-planning","status":"publish","type":"page","link":"https:\/\/c3fp.com\/the-stages-of-wealth-planning\/","title":{"rendered":"The Stages of Wealth Planning"},"content":{"rendered":"\n

By: Carolyn J. Smith<\/a><\/p>\n\n\n\n

As the old saying goes, you can’t take it with you. While this saying is usually brought up to justify imprudent spending, many of us prefer for the wealth we accumulate to secure our legacy. A process for planning is a proven and necessary formula for success in this regard.<\/p>\n\n\n\n

Greater longevity is adding to the complexity of the wealth planning process.  As life expectancies increase, insurance models and financial strategies need to adapt to new circumstances\u2014and they need to be flexible enough to handle changing circumstances over the course of a longer life. Below, we discuss the process of strategic wealth planning, and how to help ensure that you meet your goals.<\/p>\n\n\n\n

Longevity and the Life Stages of a Wealth Holder<\/strong><\/p>\n\n\n\n

People are living longer. The percentage of Americans 65 or older increased from 8% to 12% between 1950 and 2000; and by the middle of this century, that demographic is expected to make up nearly 100 million people in the United States.<\/p>\n\n\n\n

These trends mean that strategic wealth planning must take an eye toward the long term. As Cicely Maton, an advisor at the Planning Center, said, \u201cThe longer we\u2019re living, the more likely we\u2019re going to be having transitions.\u201d<\/p>\n","protected":false},"excerpt":{"rendered":"

By: Carolyn J. Smith As the old saying goes, you can’t take it with you. While this saying is usually brought up to justify imprudent spending, many of us prefer for the wealth we accumulate to secure our legacy. A process for planning is a proven and necessary formula for success in this regard. Greater […]<\/p>\n","protected":false},"author":3,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"template\/pillar.php","meta":{"_acf_changed":false,"footnotes":""},"acf":[],"yoast_head":"\nThe Stages of Wealth Transfer Planning | C3 Financial Partners<\/title>\n<meta name=\"description\" content=\"As the old saying goes, you can\u2019t take it with you. 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