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Jamie Hopkins on Muck Rack

Jamie Hopkins

Philadelphia
As seen in: Holistic Women's Health, Forbes, Medium, MSN, MSN UK, HuffPost, MMA Junkie Radio, The Washington Post, USA Today, Yahoo Canada and
Head of Wealth @BrynMawrTrust - WSJ Best Selling Author, President @FinServOrg
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Articles

The Longevity Risk Most Retirement Plans Ignore

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By Jamie Hopkins
| Forbes Verified
Smiling senior couple with papers, calculators and bills at home. Senior couple calculating taxes at home. Mature man and woman wearing spectacles and looking their expenses together. getty Longevity is often treated as primarily a medical planning situation, with conversations focused on healthcare advances, care taking solutions, Medicare, genetics, and lifestyle factors like diet and exercise. While important, they do not tell the full story of aging.
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Most Overlooked Part Of Retirement Has Nothing To Do With Money

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By Jamie Hopkins
| Forbes Verified
Most people prepare financially for retirement, but far fewer prepare for the life transition itself. You may have circled a date on the calendar, built up your savings, or met regularly with a financial advisor, but retirement is not just a financial event. It is a major life change that alters identity, structure, purpose, and daily rhythm. And like any meaningful transition, it requires preparation. At its core, good retirement planning is a change management process.
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HSAs Are Growing Up But Beware Of Estate Tax Pitfalls

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By Jamie Hopkins
| Forbes Verified
One of my favorite sayings when it comes to retirement planning is “health is wealth.” You can have all the money in the world but if your health fails you early, you cannot enjoy it. This means planning for retirement health care costs is crucial. One such way to stock away savings is the Health Savings Account (HSA), which has quietly evolved from a niche health care benefit into one of the most powerful planning tools available to affluent and mass‑affluent households.
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