Retirement & Longevity Planning
The Latest
Felts, A., Balmuth, A., Brady, S., D’Ambrosio, L, Ashebir, S, and Coughlin, J.F. (2023). Developing a Caregiving “Playbook” for Financial Advisors. Association of Financial Counselors, Planners, and Educators 2023 Conference, New Orleans, Louisiana. Winner of the award for best Research to Practice paper.
Past Years
2024
Felts, A., Balmuth, A., Brady, S., D’Ambrosio, L, Ashebir, S, and Coughlin, J.F. (2023). Developing a Caregiving “Playbook” for Financial Advisors. Association of Financial Counselors, Planners, and Educators 2023 Conference, New Orleans, Louisiana. Winner of the award for best Research to Practice paper.
Balmuth, A., Brady, S., Miller, J., D’Ambrosio, L., Coughlin, J.F. (2023). "The New Generation of Clients: Exploring Age Differences in Client Perceptions of Advice." Association of Financial Counselors, Planners, and Educators 2023 Symposium, New Orleans, Louisiana.
2022
Balmuth, A., Miller, J., Brady, S., D'Ambrosio, L.A., and Coughlin, J.F. Mothers, Fathers, and Student Loans: Contributing Factors of Familial Conflict Among Parents Repaying Student Loan Debt for Children. J Fam Econ Iss 42, 335–350 (2021). https://doi.org/10.1007/s10834-021-09761-9
Miller, J., Brady, S., Balmuth, A., D'Ambrosio, L.A., and Coughlin, J.F. Student Loans at the Dinner Table: Family Communication Patterns About Student Loans Before Accrual and During Repayment. J Fam Econ Iss 42, 272 (2021). https://doi.org/10.1007/s10834-021-09772-6
Balmuth, A., Miller, J., Brady, S., D’Ambrosio, L., & Coughlin, J. (2021). Mothers, fathers, and student loans: contributing factors of familial conflict among parents repaying student loan debt for children. Journal of Family and Economic Issues, 1-16.
Miller, J. B., Rutledge, M. S., Yoquinto, L., & Coughlin, J. (2021). The magic and misdirection of public service loan forgiveness in the United States. Higher Education Quarterly, 00*:* 1-20.
Miller, J., Balmuth, A., Brady, S., & Coughlin, J. (2021). Help when you need It: Sources of advice for student loan borrowers across the life course. Families in Society, 103(1):49-64.
Brady, S., Miller, J., Balmuth, A., D'Ambrosio, L. A., & Coughlin, J. F. (2021). Factors contributing to the financial self-efficacy of student loan borrowers. Journal of Financial Counseling and Planning, 32(3), 493-506.
2020
Hohenberger, C., Lee, C. & Coughlin, J.F. (2019). Acceptance of robo-advisors: effects of financial experience, affective reactions, and self-enhancement motives. Financial Planning Review 2(2): e1047.
Raue, M., D’Ambrosio L. A., & Coughlin, J. F. (2019). The Power of Peers: Prompting Savings Behavior Through Social Comparison. Journal of Behavioral Finance. doi:10.1080/15427560.2019.1587762
Raue, M., Streicher, B., & Lermer, E. (2019). Perceived Safety - A Multidisciplinary Perspective. Heidelberg, Germany: Springer. http://doi.org/10.1007/978-3-030-11456-5
Raue, M., & Schneider, E. (2019). Psychological Perspectives on Perceived Safety: Zero-Risk Bias, Feelings and Learned Carelessness. In Perceived Safety (pp. 61-81). Springer, Cham. Raue, M., Streicher, B., & Lermer, E. (2019). Perceived Safety - A Multidisciplinary Perspective. Heidelberg, Germany: Springer. http://doi.org/10.1007/978-3-030-11456-5
Lee, C. & Coughlin, J.F. (2018). Describing life after career: Demographic differences in the language and imagery of retirement. Journal of Financial Planning, 31(8), 36-47. https://www.onefpa.org/journal/Pages/AUG18-Describing-Life-After-Career-Demographic-Differences-in-the-Language-and-Imagery-of-Retirement.aspx
Raue, M., Lermer, E., & Streicher, B. (2018). Psychological Perspectives on Risk and Risk Analysis – Theory, Models, and Applications. New York, NY: Springer.
Raue, M., & Scholl, S. G. (2018). The Use of Heuristics in Decision-Making under Risk and Uncertainty. In M. Raue, E. Lermer, & B. Streicher (Eds.), Psychological Perspectives on Risk and Risk Analysis - Theory, Models and Applications. New York, NY: Springer.
Coughlin, J.F. (2017). The Longevity Economy: Inside the World's Fastest Growing, Most Misunderstood Market. New York: Public Affairs.
Lavallière, M., D'Ambrosio, L. A., Gennis, A., Burstein, A., Godfrey, K. M., Waerstad, H., Puleo, R.M., Lauenroth, A., Coughlin, J. F. (2017). Walking a mile in another's shoes: The impact of wearing an age suit. Gerontology and Geriatrics Education, 38(2), 171-187.
Lee, C. & Coughlin, J. F. (2017). The language of retirement: A lexical survey on perceptions of the future. 29th Annual Convention of the Association for Psychological Science (APS 2017), Boston, MA, May 25-28.
DaDalt, O. & Coughlin, J. F. (2016). Managing financial well-being in the shadow of Alzheimer's Disease. Public Policy and Aging Report, 26(1), 36-38.
DaDalt, O., Burstein, A., Kramer, B., D'Ambrosio, L. A., & Coughlin, J. F. (2016). Dementia and financial incapacity: A caregiver study. Working with Older People, 20(2).
Lavallière, M. (2015). The "aging" readiness of industries: Challenges and opportunities. International Symposium on Occupational Safety and Hygiene SHO2015, Guimarães (Portugal).
Coughlin, J. F. (2014). Navigating longevity and mapping the new frontier of financial advisory value. LIMRA SRI Digest, Issue 2.
Coughlin, J. F. (2014). Disruptive demographics: The new business of old age. In P. Irving (ed.) The Update of Aging: How long life is changing the world of health, work, innovation, policy and purpose. New York: Wiley.
Ellis, D. & Coughlin, J. F. (2014). Just when we need it most: Trust, technology, and navigating old age. Public Policy & Aging Report, 24(1): 18-20.
2013
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2007
2006
Coughlin, J. F. (2005). Relief for 'Sandwiched' Boomers: Innovative Financial Services Products Can Ease the Competing Demands on Boomers. National Underwriter.