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research-2014-retire-survey-findings
realistic expectations. • Inflation, health care and long-term care consistently are among the risks retirees ... not have enough money to pay for adequate health care You might not have enough money to pay for a ...- Date: May 2014
- Competency: External Forces & Industry Knowledge; Professional Values
- Topics: Pensions & Retirement>Retirement risks
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Key Findings and Issues: The Impact of the Economy on Retirement Risks
not owners of stock, so this would not have a direct impact on them. Housing values were also down ... having enough money to pay for adequate health care (49 percent of retirees, 67 percent of pre-retirees) ...- Authors: Society of Actuaries
- Date: Jan 2010
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks
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The Future of Retirement in China Fast Facts
concerns. Nearly half named providing for health care costs beyond the social insurance medical supplement ... future-retirement-china-complete.pdf • Timeframe: Primary research conducted in 2015, enriched by secondary ...- Authors: Society of Actuaries
- Date: Oct 2019
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement; Pensions & Retirement>Retirement risks
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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 ...- Authors: Mathew Greenwald
- Date: Jun 2014
- Competency: External Forces & Industry Knowledge; Professional Values
- Topics: Pensions & Retirement>Retirement risks
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Difficulty in Gaining Financial Security for Millennials
value of their savings and the unknowns of health care expenses, outpace those of earlier generations, ... not have enough money to pay for adequate health care You might deplete all of your savings You might ...- Authors: Mathew Greenwald, Mathew Greenwald & Associates
- Date: Oct 2018
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks
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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 ...- Authors: Mathew Greenwald & Associates
- Date: Aug 2016
- Competency: External Forces & Industry Knowledge; Professional Values
- Topics: Pensions & Retirement>Retirement risks
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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
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Segmenting the Middle Market: Retirement Risks and Solutions-Phase 1 Report
also regarding the assessment and impact of health care risks. Finally, the Social Security administration ... influence the definition of relevant segments. The primary source for income and net worth information was ...- Authors: Application Administrator, Brent Hamann
- Date: Apr 2009
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks
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Financial Fragility Across the Generations
expenses Saving for vacations Saving for long-term care Saving for buying or upgrading a home Saving for ... this. Saving for medical expenses and long-term care are lesser priorities, with little difference between ...- Authors: Mathew Greenwald
- Date: Feb 2019
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks
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Process of Retirement - Key Findings and Issues
retirement focuses on retirement from the individual’s primary occupation. The discussion sections in this report ... Finding Many people who have retired from their primary occupation continue to be employed in the workplace ...- Authors: Society of Actuaries
- Date: Feb 2004
- Competency: External Forces & Industry Knowledge
- Topics: Economics>Behavioral economics; Pensions & Retirement>Retirement risks