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 Planning32(3), 493-506.

    • 2020

      • 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

    • 2012

    • 2011

    • 2010

    • 2009

    • 2008

    • 2007

    • 2006

      • Coughlin, J. F. (2005). Relief for 'Sandwiched' Boomers: Innovative Financial Services Products Can Ease the Competing Demands on Boomers. National Underwriter.