Articles with "financial planning" as a keyword



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Financial Preparation for Retirement in Brazil: a Cross-Cultural Test of the Interdisciplinary Financial Planning Model

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Published in 2018 at "Journal of Cross-Cultural Gerontology"

DOI: 10.1007/s10823-018-9343-y

Abstract: In this investigation, we attempt to replicate the Interdisciplinary Financial Planning Model advanced by Hershey et al. (International Journal of Aging and Human Development, 70, 1-38, 2010) using a sample of Brazilian adults. This model,… read more here.

Keywords: retirement; interdisciplinary financial; planning model; financial planning ... See more keywords
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Personalized Financial Planning Using Applied Genetics.

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Published in 2023 at "Cold Spring Harbor perspectives in medicine"

DOI: 10.1101/cshperspect.a041206

Abstract: Forthcoming advances in geroscience will influence the health span of current and future generations and generate both challenges and opportunities for those approaching or reaching retirement ages. The resulting changes in the life course will… read more here.

Keywords: personalized financial; applied genetics; planning using; life ... See more keywords
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Ethics in financial planning: Analysis of ombudsman decisions using codes of ethics and fiduciary duty standards

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Published in 2021 at "Australian Journal of Management"

DOI: 10.1177/03128962211022568

Abstract: Scandals show that ethics is an important topic in financial planning. Our research analyses 212 financial ombudsman decisions (2013–2018) to understand the nature of financial planning misconduct in complaint decisions. We develop a coding structure… read more here.

Keywords: fiduciary duty; analysis; ombudsman decisions; financial planning ... See more keywords
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Financial Planning for Retirement: Bibliometric Analysis and Future Research Directions

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Published in 2021 at "Journal of Financial Counseling and Planning"

DOI: 10.1891/jfcp-19-00062

Abstract: This study aims to determine the status of existing research on financial planning for retirement. We used bibliometric analysis and content analysis to examine a sample of 1,116 studies conducted over a span of more… read more here.

Keywords: bibliometric analysis; financial planning; planning retirement; research ... See more keywords
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Economic Cognitions Among Older Adults: Parental Socialization Predicts Financial Planning for Retirement

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Published in 2017 at "Frontiers in Aging Neuroscience"

DOI: 10.3389/fnagi.2017.00376

Abstract: Drawing on the model on financial planning for retirement (FPR), the aim of this work is to explore how parental economic socialization both directly and indirectly affects FPR through the mediation of financial literacy, financial… read more here.

Keywords: socialization; planning retirement; parental economic; financial planning ... See more keywords
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The Role of Income Volatility and Perceived Locus of Control in Financial Planning Decisions

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Published in 2021 at "Frontiers in Psychology"

DOI: 10.3389/fpsyg.2021.638043

Abstract: Two studies examine whether income volatility might lead to greater personal financial insecurity and might create a decision environment that discourages planning ahead on personal finances. In Study 1 (N = 982), participants who reported… read more here.

Keywords: volatility; control; financial planning; planning decisions ... See more keywords