Longevity

Financial advisors would be wise to treat "health span" like an investment portfolio to better prepare clients to afford and enjoy longer retirements, a researcher said.

As clients ask advisors for help navigating caregiving resources, advisors who are able to provide trusted referrals may find clients return the favor with referrals of their own.

One advisor calls the expected transfer a mirage; others say it may simply unfold more slowly and require more intentional planning.