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  • 2017 Risks and Process of Retirement:Key Findings & Issues
    financial wellness, burden of caregiving and long-term care, and housing. Introduction and Background 4 ... their own residences, with family or in continuing care retirement communities or assisted-living facilities; ...

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    • Authors: Mathew Greenwald & Associates
    • Date: May 2018
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • 2017 Risks and Process of Retirement: Housing in Retirement
    examination of the burden of caregiving and long-term care. ABOUT THE RESEARCH The 2017 Risks and Process ... friends, public transportation, services, health care, parks and so on as well as climate. It makes a ...

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    • Authors: Mathew Greenwald & Associates
    • Date: Jul 2018
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • Post-Retirement Experiences of Individuals Retired for 15 Years or More
    ............................ 7 1.2.1 LONG-TERM CARE ............................................... ... .................. 24 6.4 HEALTH AND LONG-TERM CARE ...............................................

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    • Authors: Mathew Greenwald & Associates
    • Date: Jan 2016
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • 2017 Risks and Process of Retirement: Financial Wellness
    long-term decisions such as planning for long-term care. ■ Pre-retirees are often behind in financial ... long-term care. This is a source of trouble for many households if a major long- term care need arises ...

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    • Authors: Mathew Greenwald & Associates
    • Date: Jul 2018
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • 2015 Risks and Process of Retirement Survey – Key Findings and Issues – Living Longer and Impact on Planning
    The 2015 in-depth interviews explored long-term care issues with current and former caregivers of long-term ... subjects had a parent or spouse who needed long-term care in old age, and some interviews included caregivers ...
    • Authors: Mathew Greenwald & Associates
    • Date: Oct 2016
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • Post-Retirement Experiences of Individuals 85+ Years Old
    ...................... 24 6. Health Care and Long-Term Care Issues—What Are the Effects? ......... ... ...................... 50 Health and Long-Term Care Costs .........................................

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    • Authors: Brian J Perlman
    • Date: Sep 2017
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • Post Retirement Experiences of Individuals over 85 Years Old
    ............................... 50 Long-Term Care ............................................... ... great deal of unexpected expense. While long-term care can be a looming threat, most people in the survey ...

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    • Authors: Society of Actuaries, Brian J Perlman
    • Date: May 2018
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • Key Findings and Issues-Working in Retirement
    defined-benefit (DB) plans to more situations where the primary—or even the only—retirement plan is defined-contribution ... as to how long they can expect to work. Health care benefits remain an important part of the picture ...

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    • Authors: Society of Actuaries
    • Date: Aug 2012
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • research-2014-retire-survey-findings
    realistic expectations. • Inflation, health care and long-term care consistently are among the risks retirees ... not have enough money to pay for adequate health care You might not have enough money to pay for a ...

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    • Date: May 2014
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks
  • Key Findings and Issues - Personal Risk management
    to/did you) retire or begin to retire from your primary occupation? Source: Society of Actuaries, 2013 ... they had been “pushed” out of the workplace. Primary reasons for the “push” were job prob- lems, including ...

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    • Authors: Mathew Greenwald
    • Date: Jun 2014
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks