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The Future of Retirement Planning is Already Here — It's Jus
The Future of Retirement Planning is Already Here — It's Jus Many of the innovations and methods ...- Authors: Steve Chen
- Date: May 2018
- Competency: Leadership>Thought leadership; Technical Skills & Analytical Problem Solving>Innovative solutions
- Topics: Annuities>Fixed annuities; Annuities>Individual annuities; Annuities>Investment strategy - Annuities; Demography>Longevity; Economics>Behavioral economics; Economics>Financial economics; Economics>Health economics
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Fighting Procrastination for Financial Wellness
We discussed impacts of procrastination and strategies to harness the power of inertia to aid individuals ... individuals in their pursuit of future financial well-being. Financial Wellness;Procrastination;Behavior Finance ...- Authors: Tianyang Wang
- Date: Apr 2017
- Competency: Communication>Persuasive communication; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Effective decision-making
- Topics: Economics>Behavioral economics; Economics>Financial economics; Finance & Investments
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Family Considerations in Retirement Planning
Considerations in Retirement Planning The traditional informal care of/by family has faced increasing geographic ... challenges from changing family households and sources of family income. Financial planning and risk protection ...- Authors: Zenaida Samaniego
- Date: Jun 2019
- Competency: Communication; External Forces & Industry Knowledge; Professional Values; Relationship Management
- Topics: Demography>Longevity; Economics>Behavioral economics; Enterprise Risk Management>Financial management; Experience Studies & Data>Long-term care - Experience Studies & Data; Health & Disability>Payment models; Social Insurance>Medicaid
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Personal Risk Manager: Driver of Resilience
Personal Risk Manager: Driver of Resilience To be financially "well" is unique to an individual ... individual. Following a hierarchy of needs is key, along with saving more than the talking heads tell you to ...- Authors: Max Rudolph
- Date: Apr 2017
- Competency: Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Effective decision-making; Strategic Insight and Integration>Influence decisions; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Topics: Economics>Behavioral economics; Finance & Investments>Portfolio management - Finance & Investments; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
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An Enhanced Social Security Benefit
Article from Securing Future Retirements Essay Collection 2018 Call for Essays 4 An Enhanced ... provides what most actuaries like to see in terms of how to address retirement, meaning individuals are ...- Authors: John Cutler
- Date: May 2018
- Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Influence decisions; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Innovative solutions
- Topics: Annuities>Guaranteed living benefits; Annuities>Investment strategy - Annuities; Annuities>Marketing and distribution - Annuities; Annuities>Policyholder behavior - Annuities; Annuities>Reserves - Annuities; Annuities>Product development - Annuities; Economics>Behavioral economics; Finance & Investments>Investment policy
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Financial Life Planning at Work
Financial ... Article from Securing Future Retirements Essay Collection 2018 Call for Essays 78 Financial ... Life Planning at Work: How Financial Mentorship of Younger Employees Leads to Improved Retirement ...- Authors: CYNTHIA RITA MEYERS, Scott Spann
- Date: May 2018
- Competency: Leadership>Thought leadership; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development
- Topics: Economics>Behavioral economics; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks
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A “My Plate” Retirement Planning Strategy
A “My Plate” Retirement Planning Strategy Planning one's own retirement financing ... to hear a consensus message from the experts, not a diverse chorus of opinions. Retirement planning;Individual ...- Authors: Elizabeth Bauer
- Date: May 2018
- Competency: Communication>Persuasive communication
- Topics: Economics>Behavioral economics