Have a personal or library account? Click to login
Retirees, Financial Planning Horizon, and Retirement Satisfaction Cover

Retirees, Financial Planning Horizon, and Retirement Satisfaction

Open Access
|Mar 2024

References

  1. Anderson, C. E., & Weber, J. A. (1993). Preretirement planning and perceptions of satisfaction among retirees. Educational Gerontology, 19, 397-406.
  2. Becker, G. S. (1974). A theory of marriage: Part II. Journal of political Economy, 82(2), S11-S26.
  3. Bhargava, V., & Lown, J. M. (2006). Preparedness for financial emergencies: Evidence from the Survey of Consumer Finances. Journal of Financial Counseling and Planning, 17(2), 17-26.
  4. Braithwaite, B. A., & Gibson, D. M. (1987). Adjustment to retirement: What we know and what we need to know. Ageing and Society, 7, 1-18.
  5. Elder, H. W., & Rudolph, P. M. (1999). Does retirement planning affect the level of retirement satisfaction?. Financial Services Review, 82(2), 117-127.
  6. Fisher, P J., & Montalto, C. R (2010). Effect of saving motives and horizon on saving behaviors. Journal of Economic Psychology, 31 (1), 92-105.
  7. Fletcher, W. L, & Hansson, R. O. (1991). Assessing the social components of retirement anxiety. Psychology and Aging, 6, 76-85.
  8. He, R, & Hu, X. (2007). Household investment-The horizon effect. Available at SSRN: http://ssrn.com/abstract=798431 or doi:10.2139/ssrn.798431.
  9. Hong, E., & Hanna, S. D. (2014). Financial planning horizon: A measure of time preference ora situational factor?. Journal of Financial Counseling and Planning, 25(2), 184-196.
  10. Huston, S. J. (2010). Measuring financial literacy. Journal of consumer affairs, 44(2), 296-316. DOI: 10.1111/J.1745-6606.2010.01170.X
  11. James, R. N., III (2009). Tenant time preference as a barrier to homeownership. Applied Economics Letters, 16(10), 1073-1077
  12. Kim, H., & DeVaney, S. A. (2001). The determinants of outstanding balances among credit cord revolvers. Journal of Financial Counseling and Planning, 12, 67-77.
  13. Kuhn, S., Milasi, S., & Yoon, S. (2018). Population ageing and future labour market challenges. World Employment and Social Outlook, 2018(1), 45-50.
  14. Lee, W. K. M., & Law, K. W. K. (2004). Retirement planning and retirement satisfaction: The need for a national retirement program and policy in Hong Kong. Journal of Applied Gerontology, 23(3), 212-233.
  15. Lusardi, A., & Mitchell, O. S. (2007). Financial literacy and retirement preparedness: Evidence and implications for financial education. Business economics, 42(1), 35-44. DOI: 10.2145/20070104
  16. Lusardi, A., & Mitchell, O. S. (2011). Financial literacy and retirement planning in the United States. Journal of pension economics & finance, 10(4), 509-525. DOI: 10.1017/S147474721100045X
  17. Malroutu, Y. L, & Xiao, J. J. (1995). Perceived adequacy of retirement income. Journal of Financial Counseling and Planning, 6, 17-23.
  18. Munnell, A. H., Sunden, A., & Taylor, C. (2001). What determines 401 (k) participation and contributions. Social Security Bulletin, 64(3), 64-76.
  19. O’brien, G. E. (1981). Leisure attributes and retirement satisfaction. Journal of Applied Psychology, 66(3), 371.
  20. Oh, J. H. (2003). Social bonds and the migration intentions of elderly urban residents: The mediating effect of residential satisfaction. Population Research and Policy Review, 22(2), 127-146.
  21. Pearson, B. and Guillemette, M. (2020). The association between financial risk and retirement satisfaction. Financial Services Review, 28(4), 341-350.
  22. Pearson, B. M., & Kalenkoski, C. M. (2021). The Association Between Retiree Migration and Retirement Satisfaction. Journal of Financial Counseling and Planning, 33(1), 1-10.
  23. Pearson, B. and Lacombe, D. (2021). The relationship between home equity and retirement satisfaction. Journal of Personal Finance, 20(1), 40-51.
  24. Pinquart, M., & Schindler, I. (2009). Change of leisure satisfaction in the transition to retirement: A latent-class analysis. Leisure Sciences, 31 (4), 311-329.
  25. Price, C. A., & Joo, E. (2005). Exploring the relationship between marital status and women’s retirement satisfaction. The International Journal of Aging and Human Development, 61 (1), 37-55.
  26. Principi, A., Smeaton, D., Cahill, K., Santini, S., Barnes, H., & Socci, M. (2020). What happens to retirement plans, and does this affect retirement satisfaction?. The International Journal of Aging and Human Development, 90(2), 152-175.
  27. Ragheb, M. G., & Griffith, C. A. (1982). The contribution of leisure participation and leisure satisfaction to life satisfaction of older persons. Journal of leisure research, 14(4), 295-306.
  28. Rha, J. Y, Montalto, C. P., & Hanna, S. D. (2006). The effect of self-control mechanisms on household saving behavior. Journal of Financial Counseling and Planning, 17(2), 3-16.
  29. Rutherford, L, & DeVaney, S. A. (2009). Utilizing the theory of planned behavior to understand convenience use of credit cards. Journal of Financial Counseling and Planning, 20(2), 48-63.
  30. Seccombe, K, & Lee, G. R. (1986). Gender differences in retirement satisfaction and its antecedents. Research on Aging, 8(3), 426-440.
  31. Smith, D. B., & Moen, R (2004). Retirement satisfaction for retirees and their spouses: Do gender and the retirement decision-making process matter?. Journal of Family Issues, 25(2), 262-285.
  32. Szinovacz, M. E., & Davey, A. (2005). Retirement and marital decision making: Effects on retirement satisfaction. Journal of Marriage and Family, 67(2), 387-398.
  33. Van Rooij, M. C., Lusardi, A., & Alessie, R. J. (2012). Financial literacy, retirement planning and household wealth. The Economic Journal, 122(560), 449-478. DOI: 10.1111/j.1468-0297.2012.02501.x
  34. Van Solinge, H., & Henkens, K. (2008). Adjustment to and satisfaction with retirement: Two of a kind?. Psychology and aging, 23(2), 422.
  35. Wang, Y., & Matz-Costa, C. (2019). Gender differences in the effect of social resources and social status on the retirement satisfaction and health of retirees. Journal of gerontological social work, 62(1), 86-107.
DOI: https://doi.org/10.2478/fprj-2022-0002 | Journal eISSN: 2206-1355 | Journal ISSN: 2206-1347
Language: English
Page range: 26 - 39
Published on: Mar 22, 2024
In partnership with: Paradigm Publishing Services
Publication frequency: 2 issues per year

© 2024 Blain M. Pearson, Donald Lacombe, published by Financial Advice Association of Australia
This work is licensed under the Creative Commons Attribution 4.0 License.