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Sherman Hanna

Authors: Kwok Ho, Grady Perdue, and Chris Robinson Read More >

Tim Christiansen and Sharon A. DeVaney

Financial planners must establish and nurture relationships with their clients, yet there has been little empirical work examining factors that contribute to the development of successful relationships. The current research utilizes a framework from the marketing relationship literature to examine the effect of five factors on the level of trust... Read More >

Tahira K. Hira and Olive M. Mugenda

The main purpose of this study was to identify differences in factors that predict financial satisfaction among retirees and non-retirees and to ascertain how retirees and non-retirees differ in financial beliefs and behavior. Non-retirees were more likely than otherwise similar retirees to report worrying about finances. A higher proportion of... Read More >

Jodi L. Parrotta and Phyllis J. Johnson

Jodi L. Parrotta(1) and Phyllis J. Johnson(2) Using a financial management model derived from the Deacon and Firebaugh Family Resource Management Model, this study examined the impact of financial attitudes and knowledge on financial management and satisfaction with financial status in a sample of 194 recently married individuals. Higher income... Read More >

Jaimie Sung and Sherman Hanna

Worker decisions on retirement account participation and their investment choices for retirement accounts play an important role in post-retirement income. The interaction between the decisions of husbands and wives was investigated by using a bivariate probit model with a spouse effect. There were a positive spouse effects on the two... Read More >

Charles B. Hatcher

The relationship between wealth and income during the entire economic life course is discussed. It is hypothesized that one's desired per-period wealth at retirement, the hypothetical per-period wealth level which would induce retirement, is generally less than income while working, and greater than income while retired. Some evidence regarding this... Read More >

Jamie Huyer Thompson, Deanna L. Sharpe, and Jean A. Hamilton

Qualitative interviews were conducted with nine single, midlife, professional women to assess the factors that encouraged or inhibited acquisition of retirement planning information. Participants preferred using several ways to acquire information, including seminars, professional guidance, and self-study. The "human connection" to planning information was vital. Participants would not be likely... Read More >

Steven G. Aldana and Wendy Liljenquist

The purpose of this study was to develop a reliable and valid measure of financial strain which could be used to identify individuals who may be suffering from financial strain and its detrimental health effects. A financial strain survey was developed from the literature and expertise of finance professionals and... Read More >

Jon A. Hooks

This article questions whether mutual fund investors attempting to follow an asset allocation plan can determine the appropriateness of a mutual fund in their portfolio simply by the fund name, the announced fund objective, or the classification of the fund by an independent organization. One reason for this difficulty may... Read More >