The association between timing and frequency of financial education and financial
behaviors has not been studied in tandem. Various studies indicate the more financial …

The market turmoil of recent years has left many who are in or near retirement uncertain
about how best to protect their nest eggs. This article offers insights into the key financial …

Retirees commonly face four risks that can threaten to derail their retirement: longevity,
health care, sequence of returns, and inflation. These risks pose a multifaceted challenge …

The authors focus on the impact of taxes on equity management styles, more specifically on
the degree of portfolio management activity. They introduce the concept of active …

This chapter, which could have been called rational decumulation, introduces dynamic risk-
adjusted approaches to spending during retirement. The intelligent drawdown philosophy is …

Each dissertation essay looks at financial education or financial literacy together with the
financial decisions individuals make. After applying controls for income, age, and other …

In today's retirement environment, retirees are becoming more involved in the process of
managing and withdrawing their pension. This means that retirees need to have the …