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Fighting Procrastination for Financial Wellness
Fighting Procrastination for Financial Wellness We discussed impacts of procrastination and strategies to harness the power of inertia to aid individuals in their pursuit of future financial ...- 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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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 ...- 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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A “My Plate” Retirement Planning Strategy
A “My Plate” Retirement Planning Strategy Planning one's own retirement financing is a new challenge, and Americans need to hear a consensus message from the experts, not a diverse chorus ...- Authors: Elizabeth Bauer
- Date: May 2018
- Competency: Communication>Persuasive communication
- Topics: Economics>Behavioral economics
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An Enhanced Social Security Benefit
An Enhanced Social Security Benefit Social Security provides financial protection by annuitizing retirement. This is not enough for many. My idea creates an additional annuity via Social ...- 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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Family Considerations in Retirement Planning
Family Considerations in Retirement Planning The traditional informal care of/by family has faced increasing geographic and economic challenges from changing family households and sources of ...- 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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Financial Life Planning at Work
Financial Life Planning at Work Employers who offer financial wellness programs that help younger employees plan for major life events could see improved employee retirement preparedness. DC ...- 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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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 required to improve retirement security exist, but have not been pulled together into an ...- 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