IDEAS home Printed from https://ideas.repec.org/a/vrs/finprj/v8y2022i1p26-39n1002.html
   My bibliography  Save this article

Retirees, Financial Planning Horizon, and Retirement Satisfaction

Author

Listed:
  • Pearson Blain M.

    (Assistant Professor of Finance, Department of Finance and Economics, Coastal Carolina University, 119 E Chanticleer Dr, Conway, SC 29526, Phone (828) 455-2617, Conway, United States)

  • Lacombe Donald

    (Associate Professor, School of Financial Planning, Texas Tech University, Box 41210, Lubbock, TX 79409-1210, Lubbock, United States)

Abstract

This study examines the association between retiree financial planning horizon and retirement satisfaction using longitudinal data collected from the Health and Retirement Study. The results indicate that retirees with long-term financial planning horizons, compared to retirees with short-term financial planning horizons, are more likely to be satisfied with their retirement. The findings and ensuing discussion highlight the need for long-term financial planning during retirement and the need for financial planners to regularly engage in financial planning throughout their clients’ retirement.

Suggested Citation

Handle: RePEc:vrs:finprj:v:8:y:2022:i:1:p:26-39:n:1002
DOI: 10.2478/fprj-2022-0002
as

Download full text from publisher

File URL: https://doi.org/10.2478/fprj-2022-0002
Download Restriction: no
File URL: https://libkey.io/10.2478/fprj-2022-0002?utm_source=ideas
LibKey link: if access is restricted and if your library uses this service, LibKey will redirect you to where you can use your library subscription to access this item
---><---

Corrections

All material on this site has been provided by the respective publishers and authors. You can help correct errors and omissions. When requesting a correction, please mention this item's handle: RePEc:vrs:finprj:v:8:y:2022:i:1:p:26-39:n:1002. See general information about how to correct material in RePEc.

If you have authored this item and are not yet registered with RePEc, we encourage you to do it here. This allows to link your profile to this item. It also allows you to accept potential citations to this item that we are uncertain about.

We have no bibliographic references for this item. You can help adding them by using this form .

If you know of missing items citing this one, you can help us creating those links by adding the relevant references in the same way as above, for each refering item. If you are a registered author of this item, you may also want to check the "citations" tab in your RePEc Author Service profile, as there may be some citations waiting for confirmation.

For technical questions regarding this item, or to correct its authors, title, abstract, bibliographic or download information, contact: Peter Golla (email available below). General contact details of provider: https://www.sciendo.com .

Please note that corrections may take a couple of weeks to filter through the various RePEc services.

IDEAS is a RePEc service. RePEc uses bibliographic data supplied by the respective publishers.