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  • 2017 Risks and Process of Retirement:Key Findings & Issues
    financial wellness, burden of caregiving and long-term care, and housing. Introduction and Background 4 ... their own residences, with family or in continuing care retirement communities or assisted-living facilities; ...

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    • Authors: Mathew Greenwald & Associates
    • Date: May 2018
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • 2017 Risks and Process of Retirement: Housing in Retirement
    examination of the burden of caregiving and long-term care. ABOUT THE RESEARCH The 2017 Risks and Process ... friends, public transportation, services, health care, parks and so on as well as climate. It makes a ...

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    • Authors: Mathew Greenwald & Associates
    • Date: Jul 2018
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • Post-Retirement Experiences of Individuals Retired for 15 Years or More
    ............................ 7 1.2.1 LONG-TERM CARE ............................................... ... .................. 24 6.4 HEALTH AND LONG-TERM CARE ...............................................

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    • Authors: Mathew Greenwald & Associates
    • Date: Jan 2016
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • 2017 Risks and Process of Retirement: Financial Wellness
    long-term decisions such as planning for long-term care. ■ Pre-retirees are often behind in financial ... long-term care. This is a source of trouble for many households if a major long- term care need arises ...

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    • Authors: Mathew Greenwald & Associates
    • Date: Jul 2018
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • 2015 Risks and Process of Retirement Survey – Key Findings and Issues – Living Longer and Impact on Planning
    The 2015 in-depth interviews explored long-term care issues with current and former caregivers of long-term ... subjects had a parent or spouse who needed long-term care in old age, and some interviews included caregivers ...
    • Authors: Mathew Greenwald & Associates
    • Date: Oct 2016
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • Financial Priorities, Behaviors and Influence on Retirement
    PRIORITIES BY GENERATION Saving for long-term care and medical expenses are relatively low across generations ... needing long-term care. For instance, the average estimated monthly costs for long-term care in 2017 can ...

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    • Authors: Mathew Greenwald, Mathew Greenwald & Associates
    • Date: Oct 2018
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • 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 ...

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    • Authors: Mathew Greenwald, Mathew Greenwald & Associates
    • Date: Oct 2018
    • Competency: External Forces & Industry Knowledge
    • 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 – 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
  • 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