Faculty Publications

Document Type

Article

Publication Date

1-2017

Abstract

People who have reached age 75 are at the midpoint of their retirement and have had a wake-up call about need to confront the realities of aging and what lies ahead. We examine their changing and conflicting attitudes toward money, health and long-term care, living arrangements, work and leisure, and legacy and mortality, and provide insights as to how advisors can help them prepare both financially and psychologically

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