Mental Accounting and Decision Making: a systematic review of the literature.

EM Silva, R de Lacerda Moreira, PM Bortolon - Journal of Behavioral and …, 2023 - Elsevier
In recent years, the concept of mental accounting has been widely used in the literature to
investigate its influence on decision-making processes related to savings, investment, debt …

And tomorrow, how will it be? Developing a Financial Preparation for Retirement Scale (FPRS)

KM Vieira, TOA Rosenblum, TK Matheis - Journal of Behavioral and …, 2022 - Elsevier
The objective of the study was to develop and validate a financial preparation scale for
retirement. A scale with 19 items on a five-point Likert scale was developed. Validation …

Prepared for retirement? Think again: a systematic review and future research agenda

P Sinha, LR Irala - Management Review Quarterly, 2024 - Springer
Retirement planning has taken the world center stage today due to population aging.
Globally, nations are turning 'grey', which makes retirement planning crucial not only with …

Examining Financial Anxiety Focusing on Interactions between Financial Knowledge and Financial Self-efficacy

JM Lee, A Rabbani, W Heo - Journal of Financial Therapy, 2023 - newprairiepress.org
This study examined whether the association between financial knowledge and financial
anxiety depends on an individual's financial self-efficacy by incorporating an interaction term …

Sustaining Retirement during Lockdown: Annuitized Income and Older American's Financial Well-Being before and during the COVID-19 Pandemic

Q Sun, G Curnutt - Journal of Risk and Financial Management, 2023 - mdpi.com
The landscape of employer-sponsored retirement plans in the US has changed dramatically
during the past few decades as more and more private-sector employers have decided to …

Financial Knowledge and Financial Fragility: A Consideration of the Neighborhood Effect.

KT Kim, JM Lee, SA DeVaney - Journal of Financial Counseling and Planning, 2022 - ERIC
This study explores the association between financial knowledge and financial fragility. Data
from the 2015 National Financial Capability Study were used to create an index of financial …

The Importance of the “Client” Experience for Financial Planning Students: A Qualitative Inquiry of Themes

M McCoy, K Watkins, K White… - Journal of Financial …, 2023 - connect.springerpub.com
The benefits of engaging a financial planner are well-documented in the literature. That is
why it is so surprising that very few financial planners had their own planners despite …

A qualitative investigation into financial well-being and social capital of retired government school teachers

HS Mundi, S Vashisht, M Rao - Qualitative Research in Financial …, 2024 - emerald.com
Purpose The purpose of this study is to investigate the financial well-being and social capital
of Indian retirees. The paper investigates the extent of subjective financial well-being, the …

Income Shocks, Financial Hardship, and Changes in Depression Symptomatology Among Older Americans During the First Year of the COVID-19 Pandemic

M Sharmaa, P Babiarzb - Journal of Financial Counseling …, 2024 - connect.springerpub.com
Using data from the 2018 and 2020 waves of the Health and Retirement Study, this research
examined the effect of financial hardship experienced during the COVID-19 pandemic on …

Relevant topics in the financial well-being literature

M Rosciano, MG Starita - Journal of Financial Management …, 2024 - World Scientific
Financial Well-being (FW) is defined as an individual's perception of their ability to meet
current and future financial obligations and expectations. This paper aims to extract relevant …