Our retirement wellness these days is vulnerable to more risks than ever before. With fewer retirees enjoying the benefit of pensions and guaranteed income, personal savings and investments are susceptible to many dangers that could cause millions to run out of money in their elderly years. It is called longevity risk and it is estimated that as many as one-third of all Baby Boomers will be dependent upon family, charity, or the government at some point in retirement. That is why it is important to understand the objective and process of stress-testing, which is a sophisticated financial modeling simulation technique used by professional asset managers and financial planners to determine the vulnerability of retirement plans and investment portfolios.
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Longevity Capital Management LLC
Founder & President
[email protected]
(805) 917-6771
Terri McGray, president of Longevity Capital Management LLC, the Retire Right company, has over thirty-five years of experience in holistic retirement planning. Excellence isn’t just a goal—it’s the standard at the company she founded, Longevity Capital Management LLC. She and her highly specialized team don’t just help clients aim for retirement success; they redefine it. Their focus is sharp and their mission clear: to make retirement the pinnacle of one’s financial journey. Leveraging cutting-edge strategies and state-of-the-art technology, they deliver a unique holistic financial planning integrated with dynamic portfolio management to expertly guide CPAs and other busy professionals transition into retirement.
Mrs. McGray is more than a leader; she’s a champion of retirement success. As an educator, author of Retire Ready, and a sought-after speaker, she has taken the stage at the LA Accounting & Finance Show, CA HR Professional Conference, and numerous other prestigious venues across the U.S., addressing the national retirement crisis and the real challenges of achieving retirement success and solutions to drive positive outcomes.