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How does Purpose Investments’ new Longevity investment fund work and is it right for you?

Featured writing by Allan Norman · M.Sc. · CFP · CIM

The Short Version

When a new product launches with plenty of media attention, it is a fair moment to ask not only how it works but whether it actually fits you. This piece uses the arrival of a longevity-style fund as a chance to revisit one of retirement's hardest worries: the risk of outliving your money, and the trade-offs involved in turning savings into income that is meant to last. Allan walks through the thinking behind this kind of vehicle and, just as importantly, the questions you should bring to any solution that promises lifetime income, since the right answer depends on your own circumstances and what else you already have in place. It is a thoughtful read for retirees and near-retirees weighing how to structure dependable income, and a reminder that a product launch is a prompt to review your strategy, not a reason to chase the headline.

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