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  • 2015 Risks and Process of Retirement Survey – Key Findings and Issues – Living Longer and Impact on Planning
    century, due to substantial improvements in mortality and the resulting increases in life expectancy ... increased due to continuous improvements in mortality, resulting in increasing periods of retirement ...
    • 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 – Key Findings and Issues
    retirement risks survey series has spanned two major U.S. recessions, the similarity in results between surveys ... substantially earlier I N T R O D U CT I O N A N D B AC KG R O U N D 55 than pre-retirees said ...

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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
    Expenses Vary S H O C KS A N D U N E X P E CT E D E X P E N S E S : K E Y F I N D I N G S FOCUS GROUP ... to step in and help her just putting food on the table and that sort of stuff. We pay his child support ...
    • 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 – Key Findings and Issues – Spending Patterns and Debt
    data from the Consumer Expenditures Study that U.S. Bureau of Labor Statis- tics (BLS) published in ... more choices S P E N D I N G A N D D E BT T R E N D S : K E Y F I N D I N G S to make. This ...
    • Authors: Mathew Greenwald & Associates
    • Date: Oct 2016
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • Post-Retirement Experiences of Individuals Retired for 15 Years or More
    Post-Retirement ... 3 © 2016 Society of Actuaries TABLE OF CONTENTS Section 1: Executive Summary .... ... manageable. The exceptions are among those in the U.S. who do not buy a supplemental health insurance ...

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    • Authors: Mathew Greenwald & Associates
    • Date: Jan 2016
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • Financial Perspectives on Aging and Retirement Across the Generations
    Financial Perspectives ... rations Copyright © 2021 Society of Actuaries Table of Contents Background and Methodology 2 Executive Summary ... n i a l s G e n   X L a t e   B o o m E a r l y   B o o m S i l e n ...

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    • Authors: Mathew Greenwald & Associates
    • Date: May 2021
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • Financial Perspectives on Aging and Retirement Across the Generations
    Financial ... Family Obligations 52 Profile of Respondents 68 1 Table of Contents Financial Perspectives on Aging and ... er s Ea rl y B o o m er s Si le n t M ill en n ia ls G en X La te B o o m er s Ea ...

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    • Authors: Mathew Greenwald, Mathew Greenwald & Associates
    • Date: Oct 2018
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks
  • 2017 Risks and Process of Retirement:Key Findings & Issues
    other related research. I N T R O D U CT I O N A N D B AC KG R O U N D 5 Perspectives and Overview ... lifetime income product. I N T R O D U CT I O N A N D B AC KG R O U N D 7 Expanded Discussion of the ...

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    • Authors: Mathew Greenwald & Associates
    • Date: May 2018
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • Planning for Personal Long-Term Care Risk
    Current Population Survey (CPS) conducted by the U.S. Census Bureau. From 2012 on, researchers conducted ... who were receiving long-term care. The following table shows the full names of these three “Later in Retirement” ...

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    • Authors: Mathew Greenwald & Associates
    • Date: Apr 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Post retirement risks
  • Caregiving for Older Individuals: Perspectives of the Caregiver and the Care Recipient
    Detailed Findings 56 Conclusion 57 Appendix Table of Contents 3 TRENDS AND THINKING ON CAREGIVING ... someone who received less than $2,000 in pension or annuity income and have less than $700,000 in total assets ...

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    • Authors: Mathew Greenwald & Associates
    • Date: Mar 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
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