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15 Financial Transitions in Later Life 

Compared to young adulthood, financial planning is generally more complicated for people age 60 and above. There are more decisions to make, some of which are irrevocable (e.g., purchasing an annuity and claiming Social Security benefits) and generally…

Compared to young adulthood, financial planning is generally more complicated for people age 60 and above. There are more decisions to make, some of which are irrevocable (e.g., purchasing an annuity and claiming Social Security benefits) and generally more wealth to manage.  Common financial concerns of older adults include:  Many older adults also experience changes […]

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