Founder: Actuary and Author Peter J. Neuwirth, FSA, FCA

Actuary and Author Peter J. Neuwirth, FSA, FCA, specializes in retirement plan issues. He is a 1979 graduate of Harvard College with a BA in Mathematics and Linguistics. After leaving Harvard, he went to work at Connecticut General Life Insurance, now CIGNA. For the next 38 years, he worked continuously as an actuary, holding significant leadership positions at a variety of firms around the country, including most of the major consulting firms (Aon, Hewitt Associates, Watson Wyatt, Towers Perrin and finally Towers Watson).

Additionally, he spent 5 years as Chief Actuary at a regional benefits consulting firm (Godwins), 7 years running a small actuarial firm (Coates Kenney), and one year in a large accounting firm (Price Waterhouse). At the end of 2016, he retired from Towers Watson to focus on writing and researching financial wellness issues.

Pete continues to research various financial wellness issues, including using home equity to generate retirement income. In 2018, he taught a graduate seminar on this subject for the actuarial science department at the University of California at Santa Barbara. He is currently associated with the Academy for Home Equity in Financial Planning at the University of Illinois.

In addition to his books Money Mountaineering: Use the Principles of Holistic Financial Wellness to Thrive in a Complex World, and What’s Your Future Worth? Using Present Value to Make Better Decisions, Pete’s research has been published in professional journals, including the Journal of Deferred Compensation, Contingencies, and Journal of Financial Planning. His articles have also been published in numerous online actuarial publications. He is a frequent speaker at professional conferences, including the Conference of Consulting Actuaries, Enrolled Actuaries, and Western Pension and Benefits Conference. He is a Fellow of the Society of Actuaries and the Conference of Consulting Actuaries.

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