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Welcome to the 2017 AFS Annual Meeing, being held this year, in conjunction with FPA in Nashville!
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Monday, October 2 • 3:00pm - 4:00pm
I4a A Look at How Subjective Perceptions of Financial Wellness Compare to Objective Measures for Older Americans

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Financial planners often use financial ratios as one set of tools available to assess the financial wellness of their clients. These ratios include the liquidity ratio, debt-to-asset ratio, and the investment ratio and they are objective measures of financial wellness. In this paper, the Health and Retirement Study is used to evaluate whether there is a correlation between these objective measures of financial wellness and subjective perceptions of financial wellness.

Author(s): Jacob A. Tenney, Charlene Kalenkoski, Ph.D.

avatar for Jacob A. Tenney

Jacob A. Tenney

Associate Instructor and Ph.D. Candidate, Texas Tech University
I am entering my 4th year in the Ph.D. Program at Texas Tech University. I am researching the relationship between subjective perceptions and objective measures of financial wellness. I also love teaching both online and face to face. I have 5 children that I spend any non-Ph.D... Read More →

Monday October 2, 2017 3:00pm - 4:00pm

Attendees (5)