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  • 2017 Retirement Risk Survey

    2017 Retirement Risk Survey The Society of Actuaries’ Post Retirement Needs and Risks Committee has made available the full report for its biennial survey, Risks and Process of Retirement.

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    • Authors: Mathew Greenwald & Associates
    • Date: Jan 2018

  • Financial Priorities, Behaviors and Influence on Retirement

    Financial Priorities, Behaviors and Influence on Retirement A highlight report on Financial Priorities stemming from a study on the financial perspectives of aging and retirement of Americans ...

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    • Authors: Mathew Greenwald, Mathew Greenwald & Associates
    • Date: Oct 2018
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks

  • Difficulty in Gaining Financial Security for Millennials

    Difficulty in Gaining Financial Security for Millennials A highlight report on millennials stemming from a study on the financial perspectives of aging and retirement of Americans across five ...

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    • Authors: Mathew Greenwald, Mathew Greenwald & Associates
    • Date: Oct 2018
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Retirement risks

  • 2017 Risks and Process of Retirement: Financial Wellness

    2017 Risks and Process of Retirement: Financial Wellness The SOA is pleased to make available a report highlighting findings related to housing from the biennial survey, Risks and Process of ...

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    • Authors: Mathew Greenwald & Associates
    • Date: Jul 2018
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks

  • Financial Perspectives on Aging and Retirement Across the Generations

    Financial Perspectives on Aging and Retirement Across the Generations This full report summarizes the findings of a study focused on the financial perspectives of aging and retirement of ...

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    • Authors: Mathew Greenwald & Associates
    • Date: May 2021
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement

  • 2015 Risks and Process of Retirement Survey – Key Findings and Issues – Shocks and Unexpected Expenses in Retirement

    2015 Risks and Process of Retirement Survey – Key Findings and Issues – Shocks and Unexpected Expenses in Retirement Retirement planning;Retirement Income;Financial planning 6442471391 10/07/2016 ...
    • Authors: Mathew Greenwald & Associates
    • Date: Oct 2016
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks

  • Post-Retirement Experiences of Individuals Retired for 15 Years or More

    Post-Retirement Experiences of Individuals Retired for 15 Years or More Post-Retirement Experiences of Individuals Retired for 15 Years or More Retirement planning;Retirement Income;Financial ...

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    • Authors: Mathew Greenwald & Associates
    • Date: Jan 2016
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks

  • 2015 Risks and Process of Retirement Survey – Key Findings and Issues – Spending Patterns and Debt

    2015 Risks and Process of Retirement Survey – Key Findings and Issues – Spending Patterns and Debt Retirement planning;Retirement Income;Financial planning 6442471392 10/07/2016 05:00:00 ...
    • Authors: Mathew Greenwald & Associates
    • Date: Oct 2016
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Topics: Pensions & Retirement>Retirement risks

  • Caregiving for Older Individuals: Perspectives of the Caregiver and the Care Recipient

    Caregiving for Older Individuals: Perspectives of the Caregiver and the Care Recipient This report pulls together various findings on caregiving research from the 2017 Risks and Process in ...

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    • Authors: Mathew Greenwald & Associates
    • Date: Mar 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement

  • Planning for Personal Long-Term Care Risk

    Planning for Personal Long-Term Care Risk This report pulls together various findings on long-term care research from the 2017 Risks and Process in Retirement Survey as well as other SOA ...

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    • Authors: Mathew Greenwald & Associates
    • Date: Apr 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement>Post retirement risks
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