Financial help-seeking as a coping mechanism
mardi 27 septembre 2022 à 11:00–11:55 EDT add to calendar
Zoom
Keywords
financial help-seeking, financial well-being, coping, decision-making preparation
Lead & Corresponding Author
Heejae Lee, University of Georgia
Additional Authors
Patrick Kump, University of Georgia
John Grable, Ph.D., University of Georgia
Dee Warmath, Ph.D., University of Georgia
Opening Remarks and Introduction to the conference
mardi 27 septembre 2022 à 11:00–11:55 EDT add to calendar
Zoom
Who Seeks Financial Advice from Their Financial Planner?
mardi 27 septembre 2022 à 11:00–11:55 EDT add to calendar
Zoom
Keywords
help-seeking behavior, financial advice, financial planner, personal finance
Lead & Corresponding Author
FAN LIU, Ph.D., Shippensburg University
Blind Optimism and Student Loan Debt
mardi 27 septembre 2022 à 12:00–12:55 EDT add to calendar
Zoom
Keywords
student loans, debt burden, financial aid, dispositional optimism
Lead & Corresponding Author
Thomas Charles O'Malley, PhD, USAF Academy Department of Management
Additional Authors
Brian C. Payne, University of Nebraska at Omaha
Personality Traits and Baby Boomers’ Student Loan Indebtedness in the United States
mardi 27 septembre 2022 à 12:00–12:55 EDT add to calendar
Zoom
Keywords
Big five personality traits, Baby boomers, Student loan for children’s education, Student loan debt, National Longitudinal Survey of Youth 1979
Lead & Corresponding Author
Yi Liu, Ph.D., CFP®, St. John Fisher College
Additional Authors
THOMAS KORANKYE, Ph.D., CFP®, University of Arizona
Student Loans: Lessons from Borrowers
mardi 27 septembre 2022 à 12:00–12:55 EDT add to calendar
Zoom
Keywords
student loans, consumption adjustment,
Lead & Corresponding Author
Inga Timmerman, University of North Florida
Additional Authors
Dr Nikanor Volkov, Mercer University
Changes of Subjective Financial Welfare With Retirement: Does Retirement Preparation Matter?
mardi 27 septembre 2022 à 13:00–13:55 EDT add to calendar
Zoom
Keywords
voluntary retirement saving programs, retirement planning, negative income shocks
Lead & Corresponding Author
Kremena Bachmann, Zurich University of Applied Sciences
Saving More with Less: The Impact of Employer Defaults and Match Rates on Retirement Saving
mardi 27 septembre 2022 à 13:00–13:55 EDT add to calendar
Zoom
Keywords
Retirement Financial Planning, 401(k) Savings, Financial Decision Making
Lead & Corresponding Author
Zhikun Liu, Employee Benefit Research Institute
Seeking tax alpha in retirement income
mardi 27 septembre 2022 à 13:00–13:55 EDT add to calendar
Zoom
Keywords
Optimization, retirement, tax-efficient
Lead & Corresponding Author
James DiLellio, PhD, Pepperdine University
Additional Authors
Andreas Simon, PhD, University of Southern California
Unlocking Tax Free Retirement Income with a Health Savings Account
mardi 27 septembre 2022 à 13:00–13:55 EDT add to calendar
Zoom
Keywords
health, savings, account, retirement, income
Lead & Corresponding Author
Michael Angell, College For Financial Planning
Financial Knowledge and Credit-Card Management Behavior of American Adults
mardi 27 septembre 2022 à 14:00–14:55 EDT add to calendar
Zoom
Keywords
Knowledge, Credit-card, American, Fractional, Behavior
Lead & Corresponding Author
Ichchha Pandey, Texas Tech University
The Impact of Financial Literacy Interventions on College Funding and Retirement Accumulation
mardi 27 septembre 2022 à 14:00–14:55 EDT add to calendar
Zoom
Keywords
retirement, college education, financial literacy, financial goals conflicts
Lead & Corresponding Author
Chia-Li Chien, PhD, CFP, PMP, Value Growth Institute and The American College of Financial Services
Additional Authors
Jeffrey W. Lang, Sr., PhD, CLF®, CRPC®, CLU®, CFP®, Lincoln Financial Advisors & The American College of Financial Services
Benjamin F. Cummings, Ph.D., CFP(R), Utah Valley University
Dr. Jason Martin, PhD, Swarthmore College
Terrance K Martin Jr., PhD., MBA., FHEA, Winston Salem State University
The effects of financial knowledge on financial well-being, behavior, and objective situation
mardi 27 septembre 2022 à 14:00–14:55 EDT add to calendar
Zoom
Keywords
financial knowledge, financial resiliency, clustering
Lead & Corresponding Author
Nathan Phelps, Western University
Additional Authors
Adam Metzler, Wilfrid Laurier University
A Case Study of Non-U.S. Person Buying Real Estate Property for A U.S. Person
mardi 27 septembre 2022 à 15:00–15:55 EDT add to calendar
Zoom
Keywords
cross-border planning, international estate planning, gift tax planning, estate tax planning
Lead & Corresponding Author
Chia-Li Chien, PhD, CFP, PMP, Value Growth Institute and The American College of Financial Services
Additional Authors
Hratch J Karakachian, CPA, ESQ, Hratch J Karakachian, CPA (self-employed), California Lutheran University
Reporting Investment Fraud
mardi 27 septembre 2022 à 15:00–15:55 EDT add to calendar
Zoom
Keywords
investment fraud, fraud, misconduct, investments
Lead & Corresponding Author
Dr. Steven James Lee, Ph.D., California State Polytechnic University Pomona
Shifting son preference? Insights from women’s time allocation in China
mardi 27 septembre 2022 à 15:00–15:55 EDT add to calendar
Zoom
Keywords
Son preference; time allocation; gender equality; female labour force participation; unpaid care work
Lead & Corresponding Author
Dr Jasmine Fang, PhD, Massey University
ESG Fund Allocations Among New, Do-it-Yourself Defined Contribution Plan Participants
mercredi 28 septembre 2022 à 11:00–11:55 EDT add to calendar
Zoom
Keywords
Retirement Investment, ESG Funds, DC Plans
Lead & Corresponding Author
Zhikun Liu, EBRI
Additional Authors
David Blanchett, PGIM
Kentucky Windage for Asset Allocation
mercredi 28 septembre 2022 à 11:00–11:55 EDT add to calendar
Zoom
Keywords
portfolio choice, asset allocation, taxes
Lead & Corresponding Author
William W Jennings, PhD CFA CGMA, USAF Academy
Additional Authors
Brian C Payne, University of Nebraska at Omaha
Valuing a Privately Held Firm Using the Discounted Cash-Flow
mercredi 28 septembre 2022 à 11:00–11:55 EDT add to calendar
Zoom
Keywords
Business valuation, Discounted Cash Flow, Business succession
Lead & Corresponding Author
Chia-Li Chien, PhD, CFP, PMP, Value Growth Institute and The American College of Financial Services
Additional Authors
Daniel Hiebert, PhD, CFP, Minnesota State University Mankato
ARE RECREATIONAL/FUN EXPENDITURES PAID BY CREDIT CARDS RELATED TO DEMOGRAPHIC, PSYCHOLOGICAL, AND FINANCIAL CHARACTERISTICS?
mercredi 28 septembre 2022 à 12:00–13:30 EDT add to calendar
Zoom
Keywords
Credit card demographic financial psychological
Lead & Corresponding Author
Albert Williams, Nova Southeastern University College of Business
Additional Authors
April Lewis-Parks, Consolidated Credit
William Wolf, Consolidated Credit
Demand for Cash Value Life Insurance among Rural Households During the Outset of the COVID-19 Pandemic: A Machine-Learning Analysis
mercredi 28 septembre 2022 à 12:00–13:30 EDT add to calendar
Zoom
Keywords
Machine learning, life insurance, COVID-19
Lead & Corresponding Author
Wookjae Heo, Purdue University
Additional Authors
Dr John Grable, University of Georgia
Eun Jin Kwak, University of Georgia
Should Investors Defer Long-Term Gains in Taxable Stock Portfolios?
mercredi 28 septembre 2022 à 12:00–13:30 EDT add to calendar
Zoom
Keywords
Diversification return; Capital gains; Risk
Lead & Corresponding Author
Jeff Whitworth, University of Houston - Clear Lake
The Effect of Paid Parental Leave Programs on the Use of Alternative Financial Services
mercredi 28 septembre 2022 à 12:00–13:30 EDT add to calendar
Zoom
Keywords
alternative financial services, paid leave, wage replacement