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Financial Perspectives on Aging and Retirement Across the Generations
Silent Generation. The survey was conducted from July 17 through July 27, 2018. Percentages in the tables ... Optimistic Male Female 29% 21% 18% 8% 7% 51% 37% 24% 17% 15% Millennials Gen X Late Boomers Young Boomers ...- Authors: Mathew Greenwald, Mathew Greenwald & Associates
- Date: Oct 2018
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks
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Difficulty in Gaining Financial Security for Millennials
Difficulty ... 22% Two or more children 69% None 14% One child 17% Two or more children 47% None 25% One child ... 47% 37% 12% 74% 21% 2% 79% 17% 2% 84% 15% <0.5% 79% 17% 1% Live in a home you own Rent ...- Authors: Mathew Greenwald, Mathew Greenwald & Associates
- Date: Oct 2018
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks
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2017 Risks and Process of Retirement: Housing in Retirement
Own Home, No Mortgage (n=497) A 75% BC 7 17 Own Home, with Mortgage (n=311) B 66% C 12 12 ... retirees). Additionally, about two in 10 pre-retirees (17%) and retirees (20%) said they are renting. As ...- Authors: Mathew Greenwald & Associates
- Date: Jul 2018
- Competency: External Forces & Industry Knowledge; Professional Values
- Topics: Pensions & Retirement>Retirement risks
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2017 Risks and Process of Retirement:Key Findings & Issues
to leave money to your children or other heirs 17% 13% 14% ///////////////////////////23% 40% /// ... not be able to stay in your home as you age1 17% 15% 17% ////////////////////////////////////////35% ...- Authors: Mathew Greenwald & Associates
- Date: May 2018
- Competency: External Forces & Industry Knowledge; Professional Values
- Topics: Pensions & Retirement>Retirement risks
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2015 Risks and Process of Retirement Survey – Report of Findings
................................................ 17 SURVEY FINDINGS .............................. ... .................................... 38 Figure 17: Expected Financial Consequences of Death of Respondent ...- 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 – Living Longer and Impact on Planning
2015 ... 10+ years longer 20% 21% 14% 21% 9% 8% 6% 17% 20% 18% 22% 9% 8% 6% 99 FINDINGS ON LONGEST-LIVING ... years 90+ years Not sure/Don’t know 4% 4% 11% 17% 55% 8% 5% 4% 14% 16% 57 % 5% n Pre-retirees ...- Authors: Mathew Greenwald & Associates
- Date: Oct 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
to think their expenses will be higher (43% vs. 17%). More than one-third said they think their expenses ... than you can afford 11% 72% 17% n Retirees (n=1,005) 16 1716 17 SURVEY FINDINGS ON CUTTING BACK ...- Authors: Mathew Greenwald & Associates
- Date: Oct 2016
- Competency: External Forces & Industry Knowledge; Professional Values
- Topics: Pensions & Retirement>Retirement risks
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2017 Risks and Process of Retirement: Financial Wellness
Retirees (n=565) Retired Widows (n=222) 17 NEGATIVE IMPACT OF DEBT Question 5: To what extent ... place. Among retirees, the variance was 64% and 17%, respectively. Likewise, among pre-retirees, 48% ...- Authors: Mathew Greenwald & Associates
- Date: Jul 2018
- 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
2015 Risks ... 10% 12% 12% 12% 14% 21% 15% 20% 14% 26% 14% 17% 38% 49% 41% 29% 30% 25% 41% 24% 28% 19% ... this adjustment by household income. 28% 13% 22% 17% 18% 24% 13% 22% 19% 24% n Retirees (n=1,005) ...- 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
2015 Risks and ... in Retirement None 1 2 3 4+ 28% 13% 22% 17% 18% 24% 13% 22% 19% 24% n Retirees (n=1,005) ... 25% - 49% 50% - 74% 75% - 99% 100% 29% 36% 38% 17% 13% 8% 8% 7% 6% 7% 5% n Retirees (n=733) ...- Authors: Mathew Greenwald & Associates
- Date: Oct 2016
- Competency: External Forces & Industry Knowledge; Professional Values
- Topics: Pensions & Retirement>Retirement risks