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
Timmermann, Sandra, "Values, Attitudes, and Behaviors Midway through Retirement" (2017). Faculty Publications. 704.