Third Age Portfolio
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What is Third Age?

The Third Age is that time in our lives when our children no longer live in our homes and when we begin to plan for the next, and probably greatly modified, phase of our work life. It is another opportunity to decide what we want to be when we grow up! Many call this phase “retirement” although they will alter their lives as opposed to “retire.”


For most, the First Age was growing up and going to school. This was our “youth” and the time in our lives where we committed to what we wanted to be “when we grow up. The Second Age involved parenting and working. It was during this phase in our lives when we actively raised our children and built our careers.

What is Third Age?

Why is the Third Age Important?

Several factors make the Third Age very important. First of all, we are living longer and healthier than past generations. In prior generations, the end of our work years and a more limited life expectancy left a fewer number of years during which the individual could explore and develop new interests.


Modern medical technology, greater emphasis on prevention, enhanced medical and lifestyle information, internet access and the ever-changing and expanding world of medication suggests that diseases and medical conditions that limited the lives of earlier generations will not be a concern of current and future generations. With this as a backdrop, many can begin to plan for a Third Age that will last in excess of thirty years. In essence, it is yet another opportunity to answer the questions, “what do you want to be when you grow up!”

Why is the Third Age Important?

What is the Third Age Portfolio?

The Third Age Portfolio suggests that, in much the same way you plan and execute a financial portfolio for the later adult years in your life, you are now able to plan a portfolio for non-financial, lifestyle/life choice elements of your life. Just as a productive and effective financial portfolio is diversified, so too should the non-financial portfolio for your Third Age be diversified.


The Third Age Portfolio is that balanced set of activities, relationships and life commitments that brings you a sense of accomplishment, fulfillment, completion, new learning, joy, resolution, opportunity to make the world a better place... a chance to live out what, in the past, were only dreams. It is a time to expand horizons. It is a time to confirm and deliver the legacy you have developed and that only you can leave to those you love. It is a time to seek new answers. For many, it is a time to ask new questions and try new directions.

What is the Third Age Portfolio?

What are the components of the Third Age Portfolio?

The Third Age Portfolio draws experiences and opportunities from five critical areas. The blending of those five areas into a unified portfolio varies from person to person and allows for the development of a personalized portfolio that works best for that particular individual. Many adults find that the portfolio works best when there is a somewhat equitable balance of the five distinct portfolio areas. Each portfolio element needs planning and is worthy of serious thought and introspection.

The five major elements of the Third Age Portfolio are:

Wage/Fee work: The amount of time and energy you will spend in the next phase of your life earning income of one kind or another.

Relationships- Family/Friends: The amount of time and energy you will spend in the next phase of your life developing, sustaining, re-defining and investing in relationships with family and friends.

Lifetime Learning: The amount of time and energy you will spend in the next phase of your life studying.

Civic/Community Engagement: The amount of time and energy you will spend in the next phase of your life giving back to your community through service.

Health/wellness: The amount of time and energy you will spend in the next phase of your life actively working on staying healthy.

What this Third Age Portfolio Questionnaire tells you

Responses to this Third Age Portfolio Questionnaire will give you scores in each of the five critical portfolio areas. The scores will indicate which of the five areas are strong and provide an excellent base for your Third Age and which areas could use some development and additional consideration. The scores will provide you, perhaps in conjunction with a trusted advisor, the opportunity to ask an array of follow –up questions for which you may or may not have answers.

Scores are based upon how the 100 questions in the questionnaire are answered. This is an individual Third Age Portfolio, a non-judgmental, personal look at the areas of most important possibilities for the future from a well-rounded frame of reference. With it, you now have the basis for making any modifications to that profile that will best serve you, your family and your community. In some areas that might mean simply keep on doing what you are doing. In other areas, the Third Age Portfolio might suggest that this is a good time to think about and test new involvements, new experiences, new relationships, new service projects and new learning. This is your portfolio and you can make those changes yourself.

What your responses to the Third Age Portfolio Questionnaire tell you.

Individuals taking the Questionnaire will receive a graphic depiction of their Third Age Portfolio. Accompanying their Portfolio will be, based upon their scores, an insert on those areas in which their portfolio could benefit from further exploration and thought. Each insert further details that specific Portfolio area as well as some steps that can be taken to increase the involvement in that area, thus enriching their overall portfolio.

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Northbrook, IL 60062
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Your Results

Upon completing the questionnaire, you will receive a graphic depiction of your scores for each of the five element of your Third Age Portfolio. Each score will show your “degree of readiness” for that specific element of your Third Age Portfolio. Accompanying your Portfolio, based upon your scores, will be a personalized insert for each of the five areas. Where your “degree of readiness” is low in a given area, specific suggestions will be offered for your consideration as to how your readiness can be raised. Where readiness is already high, suggestions will be make so that this high degree of readiness can be maintained.


In addition, personalized information will be provided to you regarding the “balance” of your Third Age Portfolio. Where the TAP is not balanced at the high end, specific suggestions will be made to help you achieve a more desirable and consistent balance of the five elements.


All of the personalized material provided to you is accompanied by easy to read and useful graphs showing your scores.