Description: This paper presents the findings of a study which examines four age groups of retirees and how well they are meeting their financial needs and how much an effect real estate can have on meeting retirement expenses.

Description: This paper examines the effects that the recent housing bubble had on the household financial behavior of different birth cohorts and the consequences of those behavioral choices for boomers’ projected retirement security.

Description: Discussant comments for the 2009 Housing Wealth monograph paper, Housing Wealth Effects, Boomer Refinancing, Housing Debt, and Retirement Saving Adequacy-1989-2007. This paper examines the effects that the recent housing bubble had on the household financial behavior of different birth cohorts and the consequences of those behavioral choices for boomers’ projected retirement security. The authors' presentation is very much fact based... and leave it to others who may want to speculate on the implications of the findings.

Description: Tables for the Housing Wealth Effects, Boomer Refinancing, Housing Debt, and Retirement Saving Adequacy—1989-2007 monograph.

Description: Report on the proceedings of the 2010 Long Term Care Think Tank Session, whose goals were to discuss the major issues and challenges facing the LTC insurance industry, and to formulate action items and initiatives to help the industry move ahead. Focus was on understanding the needs & affordability capabilities of different market segments, the limited variety of product designs, shrinking distribution force, regulation and public policy, implications of the CLASS Act, and ideas for educating consumers and marketing products.

Description: Ways for management to measure, integrate and use Enterprise Risk Management (ERM) information to analyze, compare, discuss, and monitor risks such that appropriate risk management decisions can be made.

Description: Transcript of General Session 1:Implications of Longer Life Spans: What Does This All Mean to Us?

Description: This paper explores comparative trends in home ownership versus renters, the associated levels of housing expenditures, and the extent of equity borrowing. The goal is to stress the need in retirement to cover basic housing needs and the risks of using housing for other purposes.

Description: Discussant comments for the 2009 Housing Wealth monograph paper, “The Financial Well-Being of American Retirees.” The paper presents the findings of a study which examines four age groups of retirees and how well they are meeting their financial needs and how much an effect real estate can have on meeting retirement expenses. The discussant cites reasons why the results of the study are more positive than other studies.

Description: Explores SOA and other research on shocks and unexpected expenses. Discusses impact of shocks and strategies for responses. Includes many focus group quotes.