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  • 2013 Risks and Process of Retirement Survey – Report of Findings
    provided, followed by the data by subgroups. The primary purpose of this report is to present the complete ... are inflation, paying for health care costs, and long-term care.  Gaps in knowledge and planning: ...
    • Authors: Mathew Greenwald
    • Date: Dec 2013
    • Competency: External Forces & Industry Knowledge; Professional Values
  • 2015 Risks and Process of Retirement Survey – Key Findings and Issues – Shocks and Unexpected Expenses in Retirement
    include death of a spouse, entry into a long-term-care facility, or a major repair to the home, among ... caregivers of retirees currently needing long-term care and retired 15 years or more. This Special Topic ...
    • Authors: Mathew Greenwald & Associates
    • Date: Oct 2016
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • Key Findings and Issues - Personal Risk management
    to/did you) retire or begin to retire from your primary occupation? Source: Society of Actuaries, 2013 ... they had been “pushed” out of the workplace. Primary reasons for the “push” were job prob- lems, including ...

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    • Authors: Mathew Greenwald
    • Date: Jun 2014
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • 2015 Risks and Process of Retirement Survey – Key Findings and Issues
    address the impact on individuals of long-term-care events, parents’ experiences with retirement, and ... long-term care. The interview subjects were people whose parent or spouse needed long-term care in old ...

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    • Authors: Mathew Greenwald & Associates
    • Date: Aug 2016
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • 2015 Risks and Process of Retirement Survey – Report of Findings
    ................... 179 Figure 274: Providing Care in Retirement ................................. ... ................... 180 Figure 275: Providing Care in Retirement, by Household Income ............

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    • Authors: Mathew Greenwald & Associates
    • Date: Jan 2016
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • 2015 Risks and Process of Retirement Survey – Key Findings and Issues – Spending Patterns and Debt
    spending and debt management. In addition, health care costs are growing more rapidly than the rest of ... The 2015 in-depth interviews explored long-term care issues with current and former caregivers of long-term ...
    • Authors: Mathew Greenwald & Associates
    • Date: Oct 2016
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • Spending Decisions in Long Term Retirees Brief
    Spending Decisions in Long Term Retirees Brief Summary/Project at a Glance of Spending Decisions ... in general, inadequate. This study provides direct evidence on this issue and the longer-term consequences ...

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    • Authors: Mathew Greenwald & Associates
    • Date: Nov 2016
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • Key Findings and Issues-The Impact of the Economy on Individual Retirement Risks
    about having enough money to pay for adequate health care (61 percent and 74 percent). Approximately six ... concerned about having enough money to pay for long-term care (60 percent and 66 percent), being able to maintain ...

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    • Authors: Society of Actuaries
    • Date: Sep 2012
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • Key Findings and Issues-Longevity
    risks are closely related to health and long-term care risks. Health expec- tancy can be used to measure ... average life expec- tancy, guessing and good health care. Female retirees and pre-retirees are more likely ...

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    • Authors: Society of Actuaries
    • Date: Jul 2012
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks