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Finance Planning Fundamentals eJournal

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Viewing: 1 - 50 of 92 papers

1.

Chapter 1: Investor Behavior: An Overview

Investor Behavior: The Psychology of Financial Planning and Investing. H. Kent Baker and Victor Ricciardi, editors, 3-24. Hoboken, NJ: John Wiley & Sons, Inc., 2014.
Number of pages: 24 Posted: 27 Jan 2014 Last Revised: 11 Feb 2014
Accepted Paper Series
American University - Kogod School of Business and Social Science Research Network (SSRN)
Downloads 4,413
2.

Rules of Thumb in Household Savings Decisions: Estimation Using Threshold Regression

Number of pages: 47 Posted: 06 Nov 2019
Working Paper Series
Universidad Diego Portales and University of Colorado at Boulder - Department of Finance
Downloads 944
3.

The Relationship between Age and Income with Financial Planning – An Exploratory Study

Pratibimba – The Journal of IMIS, (Indexed in Proquest) pp7 -16. ISSN: 0972-5466. January- June 2017.,
Number of pages: 18 Posted: 20 Mar 2017
Accepted Paper Series
Global Business School & Research Centre and Independent
Downloads 505
4.

How Will Retirement Saving Change By 2050? Prospects for the Millennial Generation

Number of pages: 51 Posted: 07 Jul 2019
Working Paper Series
Brookings Institution, Brookings Institution and Johns Hopkins University - SAIS
Downloads 501
5.

Finding the Planning in Financial Planning

The Journal of Financial Planning, p. 40, September 2010
Number of pages: 13 Posted: 23 May 2010 Last Revised: 22 Jan 2012
Accepted Paper Series
Golden Gate University - Ageno School of Business
Downloads 414
6.

The Demand for Financial Planning Services

Journal of Personal Finance, Vol. 10, No. 1, pp. 36-62, 2011
Number of pages: 27 Posted: 10 Nov 2011
Accepted Paper Series
Ohio State University (OSU)
Downloads 403
7.

The Effects of the Tax Cuts & Jobs Act of 2017 on Defined Benefit Pension Contributions

Number of pages: 47 Posted: 07 Nov 2019 Last Revised: 07 Nov 2019
Working Paper Series
University of Wisconsin - Madison - Department of Accounting and Information Systems, University of Wisconsin - Madison - Department of Accounting and Information Systems and University of Wisconsin - Madison
Downloads 350
8.

Higher Education Savings and Planning: Tax and Nontax Considerations

5 Texas A&M L. Rev. 343 (2018)
Number of pages: 48 Posted: 06 Nov 2019
Accepted Paper Series
Liberty University - School of Law and Liberty University School of Law
Downloads 292
9.

Education Planning and the SECURE Act: Creating a Tax Law Paradox

Tax Notes, Vol. 164, No. 10, 1600-1605, 2019
Number of pages: 5 Posted: 06 Nov 2019 Last Revised: 06 Nov 2019
Accepted Paper Series
The American College of Financial Services
Downloads 250
10.

Fintech in Financial Inclusion: Machine Learning Applications in Assessing Credit Risk

IMF Working Paper No. 19/109
Number of pages: 35 Posted: 06 Nov 2019
Working Paper Series
IMF
Downloads 225
11.

Do Self-Control Measures Affect Saving Behavior?

Kim, G. J. & Hanna, S. D. (2017). Do self-control measures affect saving behavior? Journal of Personal Finance, Forthcoming
Number of pages: 20 Posted: 17 Jul 2017
Accepted Paper Series
Ohio State University (OSU) - College of Education and Human Ecology and Ohio State University (OSU)
Downloads 222
12.

So Many Courses, So Little Progress: Why Financial Education Doesn't Work - And What Does

Number of pages: 22 Posted: 07 Nov 2019
Working Paper Series
Questis, Inc.
Downloads 199
13.

The Psychology of Financial Professionals and Their Clients

Investments & Wealth Monitor, September-October 2019, pp. 15-20
Number of pages: 8 Posted: 18 Oct 2019
Accepted Paper Series
American University - Kogod School of Business, Pennsylvania State University and Social Science Research Network (SSRN)
Downloads 192
14.

How a New Bond Can Greatly Improve Retirement Security

Forthcoming, The Retirement Management Journal, Investments and Wealth Institute
Number of pages: 32 Posted: 26 Mar 2018 Last Revised: 02 Sep 2018
Accepted Paper Series
New York University (NYU) and AlphaEngine Global Investment Solutions
Downloads 160
15.

Saving Regret

NBER Working Paper No. w25238
Number of pages: 56 Posted: 13 Nov 2018 Last Revised: 13 Nov 2018
Working Paper Series
Max Planck Society for the Advancement of the Sciences - Munich Center for the Economics of Aging (MEA), ZEW – Leibniz Centre for European Economic Research, RAND Corporation and RAND Corporation
Downloads 155
16.

Retirement Savings Adequacy in U.S. Defined Contribution Plans

Number of pages: 85 Posted: 19 Dec 2018
Working Paper Series
London Business School, Financial Engines, Inc., Financial Engines, Inc. and Kellogg School of Management
Downloads 150
17.

The 2017 Retirement Confidence Survey: Many Workers Lack Retirement Confidence and Feel Stressed about Retirement Preparations

EBRI Issue Brief, Number 431 (March 21, 2017)
Number of pages: 32 Posted: 28 Mar 2017
Accepted Paper Series
Greenwald & Associates, Employee Benefit Research Institute (EBRI) and Employee Benefit Research Institute (EBRI)
Downloads 147
18.

How Savings and Retirement Benefit Distributions May Prudently Be Used to Make Charitable Gifts

53 No. 1 NYSBA TR. & EST. L. SEC. J. 7 (Spring/Summer 2019).
Number of pages: 7 Posted: 07 Nov 2019
Accepted Paper Series
Law Offices of Albert Feuer
Downloads 137
19.

Understanding Practices of Personal Financial Planning (PFP)

International conference on “Role of Financial Industry in Accelerating Economic Growth” organised by Gujarat Technological University (GTU) - Centre for Financial Services, Ahmedabad, (September, 2014),
Number of pages: 19 Posted: 25 Jul 2016
Accepted Paper Series
L.J. Institute of Computer Applications - LJ Institute of Management Studies (LJIM) and L J Institute of Management Studies (LJIM)
Downloads 128
20.

Can Making Family Salient Increase Financial Savings? Quantifying Heterogeneous Treatment Effects in Voluntary Retirement Contributions Using a Field Experiment in Mexico

Number of pages: 53 Posted: 04 Oct 2019
Working Paper Series
University of Toronto at Scarborough - Division of Management, University of Toronto at Mississauga - Department of Management, ideas42, ideas42 and University of Toronto - Behavioural Economics in Action at Rotman (BEAR)
Downloads 127
21.

Costs, Conflicts, and College Savings: Evaluating Section 529 Savings Plans

Virginia Law and Economics Research Paper No. 2019-04
Number of pages: 47 Posted: 06 Nov 2019 Last Revised: 06 Nov 2019
Accepted Paper Series
University of Virginia School of Law
Downloads 120
22.

Predicting Retirement Savings Using Survey Measures of Exponential-Growth Bias and Present Bias

IZA Discussion Paper No. 11762
Number of pages: 65 Posted: 17 Sep 2018
Working Paper Series
Stanford University, London School of Economics & Political Science (LSE) - Department of Economics, University of Minnesota, University of Minnesota and Claremont Colleges - Claremont Graduate University

Multiple version iconThere are 2 versions of this paper

Downloads 114
23.

Tax Deductions v. Tax-Free Growth: A Closer Look at 529 College Savings Plans Under the TCJA

Journal of Multistate Taxation and Incentives (Thomson Reuters/Tax & Accounting) Volume 29, Number 6, September 2019
Number of pages: 8 Posted: 06 Nov 2019
Accepted Paper Series
The American College of Financial Services
Downloads 113
24.

Ensuring Retirement Security with Simple GLIDeS

Number of pages: 38 Posted: 30 May 2019 Last Revised: 26 Jun 2019
Working Paper Series
New York University (NYU) and AlphaEngine Global Investment Solutions
Downloads 97
25.

Saving Preferences After Retirement

Number of pages: 70 Posted: 13 Jun 2018 Last Revised: 12 Dec 2018
Working Paper Series
Department of Economics, Econometrics and Finance, UNSW Sydney, CEPAR, Tilburg University - Department of Econometrics & Operations Research, Tilburg University and CPB Netherlands Bureau of Economic Policy Analysis
Downloads 94
26.

Crafting Retirement Income that is Stable, Secure, and Sustainable

Journal of Financial Planning, 2017
Number of pages: 3 Posted: 06 Nov 2019
Accepted Paper Series
Modern Retirement Theory and affiliation not provided to SSRN
Downloads 70
27.

The Bootstrap Trap

Duke Law Journal, Vol. 67, No. 2, 2017, Duke Law School Public Law & Legal Theory Series No. 2018-15
Number of pages: 79 Posted: 06 Nov 2019
Accepted Paper Series
Duke University School of Law
Downloads 65
28.

Retirement Prospects for the Millennials: What Is the Early Prognosis?

CRR WP 2017-17
Number of pages: 69 Posted: 07 Nov 2019
Working Paper Series
Urban Institute - Income and Benefits Policy Center, Urban Institute, Urban Institute and The Urban Institute
Downloads 58
29.

The Value of Financial Designations: A Consumer Perspective

Number of pages: 35 Posted: 21 Nov 2017 Last Revised: 19 Apr 2018
Working Paper Series
University of Illinois at Urbana-Champaign - Department of Finance, The American College of Financial Services, University of Illinois at Urbana-Champaign - Department of Finance and The American College of Financial Services
Downloads 54
30.

Poverty in Retirement: The Long-Term Impact of Rising Economic Inequality

Number of pages: 28 Posted: 04 May 2018
Working Paper Series
Pepper Institute on Aging and Public Policy
Downloads 52
31.

Measuring Conspicuous Consumption

Number of pages: 8 Posted: 12 Jan 2019
Working Paper Series
Government of the United States of America, Social Security Administration, Office of Retirement Policy
Downloads 49
32.

Reforming Social Security: The Challenge of Income Inequality

Number of pages: 19 Posted: 07 Mar 2019
Working Paper Series
Pepper Institute on Aging and Public Policy
Downloads 46
33.

Retirement Savings of the Hip Generation: A Study of Retirement Preparation among Individuals in Their Fifties

Southwestern Economic Review, Forthcoming
Number of pages: 16 Posted: 31 Oct 2018
Accepted Paper Series
University of New Orleans - College of Business Administration - Department of Economics and Finance and University of New Orleans - College of Business Administration - Department of Economics and Finance
Downloads 45
34.

Restructuring Tax-Favored Retirement Saving

Tax Notes, Vol. 158, No. 8, pp. 1057-1059, February 2018 , Indiana University Robert H. McKinney School of Law Research Paper No. 2018-3
Number of pages: 5 Posted: 19 Mar 2018 Last Revised: 20 Apr 2018
Accepted Paper Series
Indiana University Robert H. McKinney School of Law
Downloads 44
35.

Effects of Overconfidence on Asset Holdings among Older Adults

2019 Academic Research Colloquium for Financial Planning and Related Disciplines
Number of pages: 52 Posted: 24 Sep 2018 Last Revised: 21 Feb 2019
Working Paper Series
University of Alabama and The Ohio State University
Downloads 43
36.

Psychological Predictors of Retirement Saving Behavior: An Empirical Analysis of Muslims Staff in Melaka

2ND WORLD CONFERENCE ON ISLAMIC THOUGHT & CIVILIZATION (WCIT 2014) ISSN: 9789675480102
Number of pages: 9 Posted: 10 Oct 2016
Accepted Paper Series
UiTM, Universiti Teknologi MARA (UiTM) - Faculty of Business and Management, Universiti Teknologi MARA (UiTM) - Faculty of Business and Management, Universiti Teknologi MARA (UiTM) - Faculty of Business and Management and Universiti Teknologi MARA (UiTM) - Faculty of Business and Management
Downloads 40
37.

Do Prize-Linked Incentives Promote Positive Financial Behavior? Evidence from a Debt Reduction Intervention

Number of pages: 47 Posted: 06 Nov 2019
Working Paper Series
Center for Economic and Social Research (CESR)
Downloads 39
38.

Do Retirement Savings Increase in Response to Information About Retirement and Expected Pensions?

CESifo Working Paper Series No. 6842
Number of pages: 38 Posted: 13 Mar 2018
Working Paper Series
CESifo (Center for Economic Studies and Ifo Institute) - Ifo Institute, ZEW – Leibniz Centre for European Economic Research, CESifo (Center for Economic Studies and Ifo Institute) and ZEW – Leibniz Centre for European Economic Research
Downloads 38
39.

How Nobel Laureate Richard Thaler's Work Impacts Financial Planning

Number of pages: 3 Posted: 20 Oct 2017
Working Paper Series
Texas Tech University - Department of Personal Financial Planning
Downloads 38
40.

The Decrease in Life Insurance Ownership: Implications for Financial Planning

Kim, K.T, Mountain, T.P., Hanna, S.D., & Kim, N. (2019). The decrease in life insurance ownership: Implications for financial planning. Financial Services Review, Forthcoming
Number of pages: 32 Posted: 23 Jul 2019 Last Revised: 17 Oct 2019
Accepted Paper Series
University of Alabama, Agricultural and Applied Economics, Ohio State University (OSU) and Korea Rural Economic Institute
Downloads 36
41.

Developing Personal Financial Planning as an Academic Discipline

Raskie S (2017) Developing Personal Financial Planning as an Academic Discipline. J Account Mark 6: 238. DOI: 10.4172/2168-9601.1000238
Number of pages: 8 Posted: 06 Nov 2019
Accepted Paper Series
University of Illinois at Urbana-Champaign - Department of Finance
Downloads 35
42.

Exploring the Rise of Mortgage Borrowing Among Older Americans

Number of pages: 40 Posted: 07 Nov 2019
Working Paper Series
University of Wisconsin - Madison, University of Illinois at Chicago - Department of Economics and Montana State University - Bozeman - Department of Agricultural Economics and Economics

Multiple version iconThere are 2 versions of this paper

Downloads 35
43.

House Prices, Home Equity, and Personal Debt Composition

Riksbank Research Paper Series No. 167, Sveriges Riksbank Working Paper Series No. 343
Number of pages: 44 Posted: 07 Nov 2019
Working Paper Series
Sveriges Riksbank and Sveriges Riksbank - Research Division
Downloads 35
44.

개인재무설계 연구의 발자취: 「Financial Planning Review」 10년의 연구 동향 분석 (Review of Personal Financial Planning Research: 10 Years of Financial Planning Review)

Financial Planning Review, Vol. 10, No. 4, 2017
Number of pages: 26 Posted: 06 Nov 2019
Working Paper Series
Ewha Womans University and Seoul National University
Downloads 35
45.

How Financial Literacy Impacts Retirement Savings: The Role of Present Bias and Exponential Growth Bias

Number of pages: 28 Posted: 07 May 2019
Working Paper Series
Mahidol University, College of Management, Students
Downloads 34
46.

Evaluating the Effectiveness of Employer-Provided Student Loan Repayment Assistance Programs

Journal of Financial Planning 32 (2): 34–43, February 2019,
Number of pages: 10 Posted: 07 Nov 2019
Accepted Paper Series
The American College of Financial Services
Downloads 24
47.

Household Consumer Debt, Endogenous Money and Growth: A Supermultiplier-Based Analysis

PSL Quarterly Review, vol. 69 n. 278, 2016
Number of pages: 23 Posted: 07 Nov 2019
Accepted Paper Series
University of Rome III
Downloads 24
48.

Consumer-Lending Discrimination in the Fintech Era

NBER Working Paper No. w25943
Number of pages: 44 Posted: 06 Nov 2019 Last Revised: 06 Nov 2019
Working Paper Series
University of California, Berkeley - School of Law, University of California, Berkeley - Haas School of Business, University of California, Berkeley - Haas School of Business and University of California, Berkeley - Real Estate Group

Multiple version iconThere are 3 versions of this paper

Downloads 23
49.

Advising Compulsive Spenders

Fuller, Phillip and Elizabeth Semko. “Advising Compulsive Spenders.” In Proceedings of the 2000 annual conference of the Academy of Accounting and Finance held in Nashville.,
Number of pages: 6 Posted: 17 Jul 2017
Working Paper Series
Jackson State University and Independent
Downloads 22
50.

Stuck in Subprime? Examining the Barriers to Refinancing Mortgage Debt

FRB of Philadelphia Working Paper No. 17-39
Number of pages: 42 Posted: 07 Nov 2019
Working Paper Series
Federal Reserve Banks - Federal Reserve Bank of Philadelphia and University of California, Berkeley
Downloads 22