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Why Financial Plan Longevity Assumptions Need to Go Past 95: A Case Study
Their plan on file was built four years ago, ran to age 95 for both of them (software default), came back on-track, and nobody had reopened the horizon since.

Greg DuPont
Nov 36 min read


Identifying the 'Season' Your Clients Are In
Every one of those households is in a season. Reading which one they’re actually in is one of the most under-appreciated diagnostic moves in this work.

Greg DuPont
Oct 63 min read


We’ve Given You a Democracy, If You Can Keep It: What the 250th anniversary asks of the work we do for families
The founders knew the system was fragile. They studied history. They understood the gravity that pulls a republic toward chaos on one side and toward total control on the other, and they wrote the architecture knowing humans would have to figure out coexistence in practice, not just in theory.

Greg DuPont
Jul 13 min read
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