Thinking Ahead: Informing the Design of a Roadmap for Keeping Your Money Safe as You Age
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
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.
Phase 1 – the report summarizes the research conducted to inform the guide:
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:
The SOA would like to thank the Project Oversight Group for their guidance and input on this project.
Questions or Comments?
If you have comments or questions, please send an email to firstname.lastname@example.org.