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Practical Issues in Financial and Life Management
Practical Issues in Financial and Life Management This essay focuses on some of the practical problems in ... risk;Power of attorney;High age population;Long term care 6442475994 4/25/2017 12:00:00 AM ...- Authors: Anna M Rappaport, Sally Hass
- Date: Apr 2017
- Competency: Leadership>Thought leadership
- Topics: Demography>Longevity; Pensions & Retirement>Retirement risks
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Time to Ditch the Three-Legged Stool Analogy for Retirement
Including Out-Of-Pocket Medical and Long-Term Care Expenses,” Journal of Pension Planning & Compliance ... time horizons. However, since out-of-pocket health care costs for Medicare, other than fixed monthly premiums ...- Authors: Barry Kozak
- Date: Apr 2017
- Competency: Strategic Insight and Integration>Big picture view
- Topics: Pensions & Retirement>Retirement risks
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A Framework for Multilayered Post-Retirement Financial Planning
basic expenses such as food, housing and health care to maintain a minimal lifestyle. • Cost of comfortable ... be utilized. For instance, the individuals with primary concerns on meeting the basic living cost would ...- Authors: Joonghee Huh
- Date: Apr 2017
- Competency: Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Topics: Pensions & Retirement>Retirement risks
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Redefining the Goal of Retirement Planning-Essay Collection
need for long-term care in our declining years. Will we count on family? Long-term care insurance? Government ... Will we sell our home to pay for a continuing care retirement community when the time comes? Consideration ...- Date: Oct 2020
- Topics: Pensions & Retirement>Retirement risks
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Working and the Retirement Journey Essay Collection
employee lifecycles tend to remain intact as a primary option, given that they are well ingrained within ... Could live 20 more years • Saving for future health care costs • Pay off the mortgage and/or new digs • ...- Authors: Society of Actuaries
- Date: Mar 2021
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement; Pensions & Retirement>Retirement risks; Pensions & Retirement>Post retirement risks
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Don't Forget the Role of Families in Lifetime Security
not really afford it. The Family and Long-Term Care The transfers discussed earlier do not include the ... help is provided. The vast majority of long-term care is provided informally at home, very often by women ...- Authors: Anna M Rappaport
- Date: Apr 2017
- Competency: Leadership>Thought leadership
- Topics: Demography>Gender factors; Demography>Longevity; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
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Personal Risk Manager: Driver of Resilience
Social Security benefits or buying a long-term care policy for parents, the wealth manager has historically ... like health care, retirement savings, college, vacations, second homes and nursing home care. This process ...- 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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Changing the Retirement Advice Conversation
products, and this is a way the plan sponsor can direct revenue from their portfolio to offset the consultant’s ... similarly able to have a consultant capture and direct the fees and commissions generated by their accounts ...- Authors: Mark Travis Chamberlain, Rita Cheng, Marty Durbin, Adam Sokolic
- Date: May 2018
- Competency: Leadership>Thought leadership; Professional Values>Public interest representation
- Topics: Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
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Flexible Work and Phased Retirement: Practical Issues for Employers
Scheduling work for organizations such as retail, health care, and food service that can have long hours and ... of work at different times of the year. Health care also is influenced by seasonal forces. • Some ...- Authors: Anna M Rappaport
- Date: Mar 2021
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement; Pensions & Retirement>Retirement risks; Pensions & Retirement>Post retirement risks
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Managing Systemic Risk in Retirement Systems
Managing Systemic Risk in Retirement Systems Potential actions are recommended for key stakeholders ... stated earlier). Collec- tively, individuals who care about retirement risks can vote out non-performing ...- Authors: Minaz Lalani
- Date: Jan 2011
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Topics: Enterprise Risk Management>Systemic risk; Pensions & Retirement>Retirement risks