Retirement & Longevity Planning

The Latest

Past Years

• 2025

• 2024 Expand section

  • Manasi Vaidya, Lee, C., D’Ambrosio, L., & Coughlin, J. (2024). Navigating AI Integration in Longevity Planning: Design Implications. Diid — Disegno Industriale Industrial Design, (82), 12. https://doi.org/10.30682/diid8224c

  • Balmuth, A., Felts, A., Cerino, L., D’Ambrosio, L., Coughlin, J.F. (2024, November). White Picket Fence or Farce? Middle-Income Perceptions of the American Dream [Breakout Session]. AFCPE 2043 Symposium, Columbus, OH, United States.

  • Treffers, T., Ritter, A.-C., Born, N., & Welpe, I. (2024). A systematic review of experimental evidence on interventions against bias and discrimination in organizations. Human Resource Management Review, 34(3), 101029. https://doi.org/10.1016/j.hrmr.2024.101029

  • Born, N., Ashebir, S., Brady, S., D’Ambrosio, L., & Coughlin, J. (2024). The emotional path to influencing decision-making: harnessing emotions for better financial choices. The Society for Personality and Social Psychology Annual Convention (San Diego, CA)

  • Ashebir, Sophia, Alexa Balmuth, Samantha Brady, Lisa D’Ambrosio, Adam Felts, and Joseph Coughlin. 2024. “‘I Haven’t Really Thought About It’: Consumer Attitudes Related to Long-Term Care.” Journal of Financial Planning 37 (2): 64–76.

• 2023 Expand section

  • 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

• 2021 Expand section

  • 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 Planning, 32(3), 493-506.

• 2020

• 2019 Expand section

  • Hohenberger, C., Lee, C. & Coughlin, J.F. (2019). Acceptance of robo-advisors: effects of financial experience, affective reactions, and self-enhancement motives. Financial Planning Review 2(2): e1047.

  • Raue, M., D’Ambrosio L. A., & Coughlin, J. F. (2019). The Power of Peers: Prompting Savings Behavior Through Social Comparison. Journal of Behavioral Finance. doi:10.1080/15427560.2019.1587762

  • Raue, M., Streicher, B., & Lermer, E. (2019). Perceived Safety - A Multidisciplinary Perspective. Heidelberg, Germany: Springer. http://doi.org/10.1007/978-3-030-11456-5

  • Raue, M., & Schneider, E. (2019). Psychological Perspectives on Perceived Safety: Zero-Risk Bias, Feelings and Learned Carelessness. In Perceived Safety (pp. 61-81). Springer, Cham. Raue, M., Streicher, B., & Lermer, E. (2019). Perceived Safety - A Multidisciplinary Perspective. Heidelberg, Germany: Springer. http://doi.org/10.1007/978-3-030-11456-5

• 2018 Expand section

  • Lee, C. & Coughlin, J.F. (2018). Describing life after career: Demographic differences in the language and imagery of retirement. Journal of Financial Planning, 31(8), 36-47. https://www.onefpa.org/journal/Pages/AUG18-Describing-Life-After-Career-Demographic-Differences-in-the-Language-and-Imagery-of-Retirement.aspx

  • Raue, M., Lermer, E., & Streicher, B. (2018). Psychological Perspectives on Risk and Risk Analysis – Theory, Models, and Applications. New York, NY: Springer.

  • Raue, M., & Scholl, S. G. (2018). The Use of Heuristics in Decision-Making under Risk and Uncertainty. In M. Raue, E. Lermer, & B. Streicher (Eds.), Psychological Perspectives on Risk and Risk Analysis - Theory, Models and Applications. New York, NY: Springer.

• 2017 Expand section

  • 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.

• 2016 Expand section

  • 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).

• 2015 Expand section

  • Lavallière, M. (2015). The "aging" readiness of industries: Challenges and opportunities. International Symposium on Occupational Safety and Hygiene SHO2015, Guimarães (Portugal).

• 2014 Expand section

  • 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

• 2005 Expand section

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