Retirees who retire from many government and non-governmental organisations are increasing daily. The relocation from routine work to private life is likely to result in some psychological reactions of anger, anxiety, depression and stress. This paper identified the voluntary, compulsory and mandatory types of retirement as well as types of…

Concerns regarding the adequacy of retirement savings have contributed to the move to encourage better savings behavior. One area of research focuses on understanding the profile of individuals who believe they are preparing adequately for retirement. The current study uses data from a national survey of South Africans to determine how confident…

This paper discusses retirement as a learning process, where learning, be it formal or informal, enables retirees to adjust to the transition from work to retirement. Such discussion is important given the fact that the world population is aging and that more people are retiring in the next few decades. Moreover, people are experiencing an…

This article presents the findings of a qualitative interview study of professional identity of 38 Italian teachers close to retirement. Through a dialogical analysis of the interviews, the authors trace the trajectory of the teachers' voices along a temporal axis, to retrieve the history of the voices and the connections to a specific period of…

Purpose: This study was designed to examine whether preretirement intervention, through preparation programs conducted by social workers, enhances retirees' healthy retirement transition, self-mastery, and well-being outcomes. Methods: Data were gathered at preprogram, postprogram, and at 6-month follow-up. A total of 84 participants filled out…

Real-life applications of financial concepts are a valuable method to get students engaged in financial topics. While especially non-finance majors often struggle to understand the importance of financial topics for their personal lives, applying these theories to real-life examples can significantly improve their learning experience and increase…

This study investigated a retirement coaching educational program using the mixed method research design. A structured survey was distributed to 48 financial planners who had undergone 50-hour retirement education including retirement coaching. The coaching was conducted in two sessions in 2015. Results revealed that first, the retirement coaching…

While financial planning students are expected to be able to understand client retirement plans, subtle differences in cost-of-living adjustments can have major impact on the success of client retirement plans. This teaching note compares the cost-of-living adjustments in the largest government sponsored retirement systems and a hypothetical…