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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 ............- Authors: Mathew Greenwald & Associates
- Date: Jan 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 – 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
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Optimizing Retirement Income by Integrating Retirement Plans, IRAs, and Home Equity
develop solutions for their individual clients. The primary group under consideration of our analyses are middle- ... to skilled, unbiased financial planners. The primary group under consideration for this project ...- Authors: Steven Vernon, Wade D Pfau, Joseph Tomlinson
- Date: Dec 2017
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
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Family Obligations Across Generations
leave of absence or reduce their work schedule to care for a disabled parent. And it is the older generations ... leave of absence or reduce their work schedule to care for a disabled parent. Please indicate the extent ...- Authors: Society of Actuaries
- Date: Nov 2018
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks
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The Sightlines Project: Seeing our Way to Financial Security in the Age of Increased Longevity
and home equity, and caregiving and long-term care. Fast Facts 2017 Risks and Process of Retirement ... Retirement HIGHLIGHTS • Inflation, health care, and long-term care continue to be top concerns for retirees ...- Authors: Steven Vernon
- Date: Nov 2018
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks
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Financial Perspectives on Aging and Retirement Across the Generations
retirement • All are concerned with paying for long-term care • One-third believe it is important to leave an ... having enough to pay for a nursing home or nursing care. • When it comes to current debt, younger generations ...- Authors: Mathew Greenwald, Mathew Greenwald & Associates
- Date: Oct 2018
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks
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Age Wise Infographic Series - 4 - Where will you live?
the average expenses of community-provided paid care. Did you know? The lifetime probability of needing ... org/managing-retire-risk © 2017 Society of Actuaries Yard Care Household Chores Personal Hygiene Skilled Nursing ...- Authors: Society of Actuaries
- Date: May 2018
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks
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Post-Retirement Experiences of Individuals 85+ Years Old Fast Facts
unexpected events in retirement such as medical care, long-term care or death of a spouse, it was not clear ... clear they have the resources to pay for long-term care. • In 86% of cases, the age 85+ respondents reported ...- Authors: Society of Actuaries
- Date: Jun 2019
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks
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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 ...- Authors: Mathew Greenwald & Associates
- Date: Nov 2016
- Competency: External Forces & Industry Knowledge; Professional Values
- Topics: Pensions & Retirement>Retirement risks
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Key Findings and Issues: Phased Retirement and Planning for the Unexpected - 2005 Risks and Process of Retirement Survey Report
retirement. Retirement from the individual’s primary occupation is the definition of retirement used ... describing how you retired/plan to retire from your primary occupation? Source: 2005 Risks and Process of ...- Authors: Society of Actuaries
- Date: Apr 2006
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks