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<p>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.</p>
</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.

Retirees, Financial Planning Horizon, and Retirement Satisfaction

Financial Planning Research Journal

This work is licensed under the Creative Commons Attribution 4.0 International License.

{"article-title":"Retirees, Financial Planning Horizon, and Retirement Satisfaction"}

This study examines the association between retiree financial planning horizon and retirement satisfaction using longitudinal data collected from the Health...

Retirees, Financial Planning Horizon, and Retirement Satisfaction

Published Online: Mar 22, 2024

Page range: 26 - 39

DOI: https://doi.org/10.2478/fprj-2022-0002

© 2022 Blain M. Pearson et al., published by Sciendo

This work is licensed under the Creative Commons Attribution 4.0 International License.