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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. Following a hierarchy of needs is key, along with saving more than the talking heads ...

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    • 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
  • The 401(k) As A Lifetime Financial Wellness Instrument
    The 401(k) As A Lifetime Financial Wellness Instrument All we need is … a §401k - redesigned to • Leverage the fungibility of money • Consolidate to a lifetime, all-in-one plan • Create ...

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    • Authors: Jack Towarnicky
    • Date: Apr 2017
    • Competency: Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Topics: Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design
  • The Financial Well-Being of American Retirees
    The Financial Well-Being of American Retirees Charts for the 2009 Housing Wealth monograph paper, “The Financial Well-Being of American Retirees.” This paper presents the findings of a study ...

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    • Authors: Steven Feinschreiber, James Laiosa
    • Date: Sep 2009
    • Competency: Strategic Insight and Integration>Big picture view
    • Topics: Pensions & Retirement
  • Time to Ditch the Three-Legged Stool Analogy for Retirement
    Time to Ditch the Three-Legged Stool Analogy for Retirement Individuals in retirement should pay all general living expenses from predictable income, and then all other expenses from the ...

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    • Authors: Barry Kozak
    • Date: Apr 2017
    • Competency: Strategic Insight and Integration>Big picture view
    • Topics: Pensions & Retirement>Retirement risks