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 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…

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…

For college graduates entering the workforce, contributing to an employer-sponsored 401(k) retirement plan can be an important way of saving for the future. However, contribution rates for young people in these plans are far below recommended percentages, leading to concerns about future financial stability for these individuals. Prior work has…

Using a phone survey conducted in 2012, we examined whether there is a gender difference in financial literacy among Hong Kong workers; and if such a difference exists, whether it can be explained by gender differences in sociodemographic variables, social or psychological factors, and/or the outcomes of retirement planning. Results show a gender…

This study investigated a sample of California elementary, intermediate, and high school employed teachers (N = 247) to assess the effects of retirement perceptions on career commitment among teachers who are in different age groupings. Using path analysis, the influence of five retirement perceptions variables was examined: concerns about…

The family is a paramount source of happiness, giving individuals a sense of place that is relevant to developing satisfaction and fulfilment. Consequently, this study examined the attitude of retiring HeadMasters and Assistant HeadMasters' towards family involvement in pre-retirement preparation in Ondo State, Nigeria. Using descriptive survey,…

Although a substantial proportion of the western population is approaching retirement age, little is known about how they are preparing for the future. Much attention has been paid to the consumption of educational material and retirement wealth in the present literature, but the process of retirement planning has been ignored. S. L. Friedman and…

This article draws upon expected retirement age cohorts as a main determinant to financial planning preparation in Malaysia. The return rate was 55% from 600 questionnaires distributed. Five hypotheses were analyzed using hierarchical and stepwise regression analysis. The results revealed that expected retirement age cohort variables made…

Current theoretical models support the existence of interactions between the individual and socio-environmental forces when it comes to the formation and enactment of life plans (Friedman & Scholnick, 1997; Shanahan & Elder, 2002). In this investigation, we examine the social, economic, and psychological forces that impact financial…

This study investigated the effect of preretirement education on the retirement transition plans of workers in Nigeria. The sample includes preretirees of Wema Bank PLC and the Nigerian Civil Aviation Authority who participated in preretirement education workshops. The study shows that a majority of workers would prefer to retire at the normal…

Retirement is viewed as a passage that can result in psychological, physiological, and economic problems among some retirees. Adequate preparation for retirement through preretirement education, as practiced in the Western-European societies, has been found to ease transition into retirement and adjustment in retirement. Preretirement education is…

Discusses a study to determine the attitudes and needs of extension staff toward retirement planning. Found that staff should establish roles outside the job to ease the transition from employment to retirement. (JOW)