Hostname: page-component-586b7cd67f-dlnhk Total loading time: 0 Render date: 2024-11-22T04:15:10.647Z Has data issue: false hasContentIssue false
  • English
  • Français

Financial knowledge and key retirement outcomes: an overview of the issue

Published online by Cambridge University Press:  20 April 2017

OLIVIA S. MITCHELL
OLIVIA S. MITCHELL*
Affiliation:
The Wharton School of the University of Pennsylvania (e-mail: [email protected])
Get access Rights & Permissions [Opens in a new window]

Abstract

This special issue on financial knowledge and retirement security builds on prior studies in this journal on the economic causes and consequences of financial literacy for retirement security.

Keywords

G02G11G22G23H55J26Retirement planningfinancial literacyfinancial sophisticationeducationpension reform
Type
Introduction
Information
Journal of Pension Economics & Finance , Volume 16 , Special Issue 3: Financial Knowledge and Key Retirement Outcomes , July 2017 , pp. 273 - 276
Copyright
Copyright © Cambridge University Press 2017 

Access options

Get access to the full version of this content by using one of the access options below. (Log in options will check for institutional or personal access. Content may require purchase if you do not have access.)

References

Alessie, Rob, Van Rooij, Maarten, and Lusardi, Annamaria. (2011) Financial literacy and retirement preparation in the Netherlands. Journal of Pension Economics & Finance, 10(4): 527–545.Google Scholar
Almenberg, Johan and Save-Soderbergh, Jenny. (2011) Financial literacy and retirement planning in Sweden. Journal of Pension Economics & Finance, 10(4): 585–598.CrossRefGoogle Scholar
Atkinson, Adele and Messy, Flore-Anne. (2011) Assessing financial literacy in 12 countries: an OECD/INFE international pilot exercise. Journal of Pension Economics & Finance, 10(4): 657–665.CrossRefGoogle Scholar
Boisclair, David, Lusardi, Annamaria, and Michaud, Pierre-Carl. (2017) Financial literacy and retirement planning in Canada. PEF, doi:10.1017/S1474747215000311.Google Scholar
Bucher-Koenen, Tabea and Lusardi, Annamaria. (2011) Financial literacy and retirement planning in Germany. Journal of Pension Economics & Finance, 10(4): 565–584.Google Scholar
Clark, Robert, Lusardi, Annamaria, and Mitchell, Olivia S.. (2017) Financial knowledge and 401(k) investment performance: a case study. PEF, doi:10.1017/S1474747215000384.Google Scholar
Crosson, Diana, Feslier, David, and Hurnard, Roger. (2011) Financial literacy and retirement planning in New Zealand. Journal of Pension Economics & Finance, 10(4): 619–635.Google Scholar
Disney, Richard, Gathergood, John, and Weber, Jorg. (2015) Credit counseling: a substitute for consumer financial literacy? Journal of Pension Economics & Finance, 14(4): 466–491.CrossRefGoogle Scholar
Fornero, Elsa and Monticone, Chiara. (2011) Financial literacy in Italy. Journal of Pension Economics & Finance, 10(4): 547–564.Google Scholar
Garabato Moure, Natalia. (2016) Financial literacy and retirement planning in Chile. Journal of Pension Economics & Finance, 15(2): 203–223.CrossRefGoogle Scholar
Gouveia, Ana Fountoura. (2017) Political support for reforms of the pension system: two experiments. PEF, doi:10.1017/S1474747216000305.Google Scholar
Jappelli, Tullio and Padula, Mario. (2015) Investment in financial literacy, social security, and portfolio choice. Journal of Pension Economics & Finance, 14(4): 369–411.CrossRefGoogle Scholar
Jappelli, Tullio and Padula, Mario. (2017) Consumption growth, the interest rate, and financial sophistication. PEF, doi:10.1017/S147474721600010X.Google Scholar
Klapper, Leora, and Panos, Georgias A.. (2011) Financial literacy and retirement planning: the Russian case. Journal of Pension Economics & Finance, 10(4): 599–618.Google Scholar
Kristjanpoller, Werner and Olson, Josephine. (2015) The effect of financial knowledge and demographic variables on passive and active investment in Chile's pension plan. Journal of Pension Economics & Finance, 14(3): 293–314.Google Scholar
Le Garrec, Gilles and LHuissier, Stephane. (2017) Differential mortality, aging, and social security: delaying the retirement age when educational spillovers matter. PEF, doi:10.1017/S1474747215000396.Google Scholar
Lusardi, Annamaria, Michaud, Pierre-Carl, and Mitchell, Olivia S.. (2017) Optimal financial literacy and wealth inequality. Journal of Political Economy, 125(2): 431–477.Google Scholar
Lusardi, Annamaria and Mitchell, Olivia S.. (2007) Baby boomer retirement security: the roles of planning, financial literacy, and housing wealth. Journal of Monetary Economics, 54(1): 205–224.Google Scholar
Lusardi, Annamaria and Mitchell, Olivia S.. (2011 a) Financial literacy around the world: an overview. Journal of Pension Economics and Finance, 497–508.Google Scholar
Lusardi, Annamaria and Mitchell, Olivia S.. (2011 b) Financial literacy in the United State. Journal of Pension Economics & Finance, 10(4): 509–525.Google Scholar
Lusardi, Annamaria and Mitchell, Olivia S.. (2014) The economic importance of financial literacy: theory and evidence. Journal of Economic Literature, 52(1): 5–44.CrossRefGoogle ScholarPubMed
Lusardi, Annamaria, Samek, Anya, Kapteyn, Arie, Glinert, Lewis, Hung, Angela, and Heinberg, Aileen. (2017) Visual tools and narratives: new ways to improve financial literacy. PEF, doi:10.1017/S1474747215000323.Google Scholar
Lusardi, Annamaria and Tufano, Peter. (2015) Debt literacy, financial experiences, and overindebtedness. Journal of Pension Economics & Finance, 14(4): 332–368.Google Scholar
Ricci, Ornella, and Caratelli, Massimo. (2017) Financial literacy, trust, and retirement planning. Journal of Pension Economics & Finance, 16(1): 43–64.CrossRefGoogle Scholar
Sekita, Shizuka. (2011) Financial literacy and retirement planning in Japan. Journal of Pension Economics & Finance, 10(4): 637–656.Google Scholar