Announcement: SOA congratulates the new ASAs and CERAs for May 2024.

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  • Personal Risk Manager: Driver of Resilience
    Personal Risk Manager: Driver of Resilience To be financially "well" is unique ... financially "well" is unique to an individual. Following a hierarchy of needs is key, along ...

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    • Authors: Max Rudolph
    • Date: Apr 2017
    • Competency: Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Effective decision-making; Strategic Insight and Integration>Influence decisions; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Topics: Economics>Behavioral economics; Finance & Investments>Portfolio management - Finance & Investments; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
  • Integrating Home Equity & Retirement Savings: "Rule of 30"
    sion of the range of retirees. Drawing on the table of median amounts of home equity and retirement ... value plus initial portfolio value) are set out in Table 1. CASH FLOW SURVIVAL Consistent with much of the ...

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    • Authors: Peter Neuwirth, Barry Sacks, Stephen Sacks
    • Date: May 2018
    • Competency: Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Retirement Section News
    • Topics: Finance & Investments>Portfolio management - Finance & Investments