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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 ...

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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 – Report of Findings
    ................................................ 17 SURVEY FINDINGS .............................. ... .................................... 38 Figure 17: Expected Financial Consequences of Death of Respondent ...

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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: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% ...

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    • Authors: Mathew Greenwald & Associates
    • Date: May 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
    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
  • 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
  • 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% ...

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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
    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) ...

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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
    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
  • Post-Retirement Experiences of Individuals Retired for 15 Years or More
    ................................................ 17 6.1 RETIREMENT FINANCIAL PLANNING ............. ... ................................................ 17 6.2 UNANTICIPATED EVENTS AND EXPENSES IN RETIREMENT ...

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    • Authors: Mathew Greenwald & Associates
    • Date: Jan 2016
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
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