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 to plan for changes in financial capacity and decision-making. This phase has been undertaken to inform issues to be covered in creation of the guide. This web page will be updated with information on how to access the guide upon its publication.

Report

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

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

Questions or Comments?

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