201
-
210
of
267
results (0.64 seconds)
Sort By:
-
Finding Retirement Security Amid Uncertainty
their predecessors. Advances in health care and rising health care costs also loomed as major plusses ... retirement income stream, modernized long term care policies, and income-focused planning strategies ...- Authors: Linda Koco
- Date: Mar 2011
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks
-
Personal Risk Manager: Driver of Resilience
Social Security benefits or buying a long-term care policy for parents, the wealth manager has historically ... like health care, retirement savings, college, vacations, second homes and nursing home care. This process ...- Authors: Max Rudolph
- Date: Apr 2017
- Competency: Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Effective decision-making; Strategic Insight and Integration>Influence decisions; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Topics: Economics>Behavioral economics; Finance & Investments>Portfolio management - Finance & Investments; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
-
The Decision to Retire and Post-Retirement Financial Strategies: A Report on Eight Focus Groups – Executive Summary
challenges in their workplace, or the need for family care-giving. They did not retire primarily to have ... deal with substantial shocks. A few had long term care insurance, but there is no information about its ...- Authors: Society of Actuaries
- Date: Sep 2013
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks
-
The Decision to Retire and Post-Retirement Financial Strategies
The Decision to Retire and Post-Retirement Financial Strategies Description of focus group research ... Long-term Economy Security when DC Plans are Primary Anna Rappaport Payouts from Defined Contribution ...- Authors: Cynthia Levering
- Date: Jan 2014
- Competency: Communication>Active listening; Professional Values>Public interest representation
- Publication Name: Pension Section News
- Topics: Pensions & Retirement>Retirement risks
-
Thinking About Using Assets During Retirement
happens.” • Even more do not plan for long-term care. • People are resilient and some are willing ... When people have a major long-term care event requiring paid care, it can be a huge problem. If they ...- Authors: Anna M Rappaport
- Date: Oct 2020
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks
-
The Financial Impact of Student Debt on Working and Retired
to students are direct loans, which are also referred to as Stafford loans.21 Direct loans amounted to ... the outstanding stock of what is classified as direct lending or Stafford loans may include loans made ...- Authors: George (Sandy) Mackenzie
- Date: Aug 2017
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks
-
Retirement is about More than Money
health care, both now and in retirement. They are confused about high deductible health care plans and ... Medicare will cover all their health care costs, including long- term care. We also see that employees don’t ...- Authors: Gregory A Ward
- Date: Sep 2017
- Competency: Communication>Written communication; Leadership>Thought leadership; Professional Values>Public interest representation; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Influence decisions
- Publication Name: Pension Section News
- Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks
-
Retirement Decisions: Avoiding Dangerous Assumptions and Missteps
costs of disability and long-term care, the cost of acute health care, economic loss due to death of a ... and long-term care costs, i.e. by buying your own policies and paying for your own care. Too many adult ...- Authors: Anna M Rappaport, Susan S. Spraker
- Date: Jun 2009
- Competency: External Forces & Industry Knowledge
- Publication Name: Pension Section News
- Topics: Pensions & Retirement>Retirement risks
-
Retirement Planning Tools
return, inflation, longevity, etc. Users must take care not to underestimate the range and depth of risk ... Spouse) Retirement Accounts • Approximate Health Care Costs • Debts • Family members needing financial ...- Authors: Society of Actuaries
- Date: Aug 2019
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks; Pensions & Retirement>Post retirement risks
-
College Retirement Savers Infographic
College Retirement Savers Infographic Infographic pdf highlighting key findings from an SOA online ... Other Forced to change my job Went without medical care Sold my belongings Moved house/apartment Held ...- Authors: Society of Actuaries
- Date: Sep 2023
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks