Description: Abstract for the 2009 Housing Wealth monograph paper, “Retirement Implications of Housing Wealth Spending”. This paper explores comparative trends in home ownership versus renters, the associated levels of housing expenditures, and the extent of equity borrowing. The goal is to stress the need in retirement to cover basic housing needs and the risks of using housing for other purposes.

Description: This paper explores comparative trends in home ownership versus renters, the associated levels of housing expenditures, and the extent of equity borrowing. The goal is to stress the need in retirement to cover basic housing needs and the risks of using housing for other purposes.

Description: This paper examines the effects that the recent housing bubble had on the household financial behavior of different birth cohorts and the consequences of those behavioral choices for boomers’ projected retirement security.

Description: Argues that most retirees face multiple financial risks that need to be considered simultaneously so that limited resources can be applied in a manner that is rational and satisfying. A specific procedure for developing such an individualized risk strategy is described.

Description: Report on 2013 committee activities and a cumulative summary of key findings of the research. There ae many consistent themes. Description of major ongoing work project.

Description: Article discusses how middle class Americans are doing in saving for retirement, sources of incomes and results of the Survey of Consumer Finances.

Description: An interview providing two retirement actuaries’ perspectives on a report that analyzes many different studies on retirement adequacy.

Description: September issue of PSN

Description: Discussant comments for the 2009 Housing Wealth monograph paper, Housing Wealth Effects, Boomer Refinancing, Housing Debt, and Retirement Saving Adequacy-1989-2007. This paper examines the effects that the recent housing bubble had on the household financial behavior of different birth cohorts and the consequences of those behavioral choices for boomers’ projected retirement security. The authors' presentation is very much fact based... and leave it to others who may want to speculate on the implications of the findings.

Description: This article provides insights from the 2017 PSCA annual meeting and the Pension Research Council symposium on current pension system issues and solutions.