Planning Shortfalls in Reaching a “Life Well-Lived”

The 2015 “ U.S. Trust Insights on Wealth and Worth® ” survey released today identifies what the wealthy consider to be important elements of a life well-lived, ranking health, family and financial security as essential. While the vast majority of respondents feel they are on the right path, eight in 10 identified at least one area of their lives, such as giving back and pursuing passions, that needs greater attention to make their life more fulfilling. “A life well-lived shouldn’t be viewed through a rearview mirror with the final assessment of […]