Life Well Lived: Closing The Gap
A recent survey of wealthy individuals in the US asked them how to define a life well lived and how well they were progressing toward achieving that objective. [1] This survey identified 10 key elements, with three being cited as essential: financial security, health and family.
The 10 key elements of a Life Well Lived
- Financial Security
- Health
- Family
- Meaningful work
- Connections with others
- Accomplishments
- Giving back to society
- Personal growth
- Pursuing passions Leaving a legacy
Generally, survey respondents felt they were making good progress on most fronts but they also acknowledged that there was often more interest than action on certain elements including health and planning for longer-term goals.
Key Strategies from the 53rd to help you close the gap and Live Life Well:
- Access to a preferred rate for a Medcan annual health assessment. The rate for Raymond James’ clients is $2,195, a savings of ~20%. More information can be found at http://medcan.com/our-services/live-well-assessments/annual-health-assessment/
- Access to a local network of elder care and long term care experts, including ElderCaring (http://eldercaring.ca), the Long Term Care Planning Network (www.ltcplanningnetwork.com), Silver Sherpa (www.silversherpa.net) and Living Assistance Services (www.laservices.ca).
- Access to a network of senior financial planners and estate planners that can design a plan so you can meet your broader financial goals, at no extra cost.
- The ability to create a Donor Advised Fund, administered by the Raymond James Canada Foundation, to help you meet your philanthropic goals. Please follow this link for more information: http://www.rjcfoundation.ca/donor-advised-funds/donor-advised-funds.
- Access to annual client events featuring speakers such as Dr. Joseph Coughlin, founder and director of The MIT AgeLab.
[1] U.S. Trust ”2015 U.S. Trust Insights on Wealth and Worth.” 17 Mar 2016. http://www.ustrust.com/ust/pages/insights-on-wealth-and-worth-2015.aspx
