1
-
3
of
3
results (0.5 seconds)
Sort By:
-
Thinking Ahead: Informing the Design of a Roadmap for Keeping Your Money Save as You Age
1 BARRIERS AND FACILITATORS TO ADVANCE FINANCIAL CARE PLANNING ...................................... ... 10 4.1.2 Lack of knowledge of advance financial care planning ......................................- Authors: Steven Vernon
- Date: Oct 2020
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
-
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
-
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