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Thinking Ahead: Informing the Design of a Roadmap for Keeping Your Money Safe as You Age

Authors

Marguerite DeLiema, PhD, University of Minnesota, Twin Cities; Steven Vernon, FSA, Stanford Center on Longevity; Naomi Karp, JD, Stanford Center on Longevity; Mingyang Zheng, MSW, University of Minnesota, Twin Cities

Description

The Aging and Retirement Strategic Research Program is pleased to make available a report summarizing the research phase of a multi-phase project leading to publication of a Conversation Guide (the Thinking Ahead Roadmap) to plan for changes in financial capacity and decision-making. The research phase was undertaken to inform issues covered in the guide.

Material

Phase 1 – the report summarizes the research conducted to inform the guide:

Thinking Ahead: Informing the Design of a Roadmap for Keeping Your Money Safe as You Age

Phase 2 - The Thinking Ahead Roadmap Guide provides information on how to keep money safe as one ages.  The guide was built based on the research conducted in Phase 1:

Thinking Ahead Roadmap

Acknowledgments

The SOA would like to thank the Project Oversight Group for their guidance and input on this project.

Carol Bogosian
John Cutler
Cindy Hounsell
Cindy Levering
Lori Lucas
Carly Nichols
Anna Rappaport
Andrea Sellars
Sandra Timmermann
Yu Wang

Podcast

Questions or Comments?

If you have comments or questions, please send an email to research@soa.org.