Welcome to the 2018 AFS Annual Meeting, being held this year, in conjunction with FPA in Chicago!
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Tuesday, October 2 • 2:30pm - 3:20pm
E1b - The Importance of Planning Horizon in End-of-Life Financial and Health Planning [CFP End-of-Life Issues]

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This study uses the 2014 Health and Retirement Study (HRS) to examine the predictors of End of Life (EOL) planning among adults age 50 and over and the integration between end of life (EOL) financial and EOL health planning, and the association of financial planning time horizon with EOL financial and EOL health planning documents. The results indicate that both financial and health end-of-life documents were more common among those with greater wealth and more educated individuals. The financial planning time horizon affected the EOL financial planning, but not EOL health planning. This suggests that the financial planning horizon measurement may be limited to financial behaviors, rather than broadly predictive of long-term planning behaviors in other domains.

Author(s): Reem Hussein, Russell James, III


Reem Hussein

PhD Candidate, Texas Tech University

Tuesday October 2, 2018 2:30pm - 3:20pm CDT
Michigan 1A