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Personality and wealth 个性与财富
FINANCIAL PLANNING REVIEW Pub Date : 2023-04-26 DOI: 10.1002/cfp2.1158
Mark Fenton-O'Creevy, Adrian Furnham
{"title":"Personality and wealth","authors":"Mark Fenton-O'Creevy,&nbsp;Adrian Furnham","doi":"10.1002/cfp2.1158","DOIUrl":"https://doi.org/10.1002/cfp2.1158","url":null,"abstract":"<p>To what extent do personality traits predict wealth in adulthood over and above standard demographic factors? In all 3240 adults in the UK completed a Big Five personality test and reported on their property wealth, savings and investments, and their physical valuable items. We also had data on their age, education, household income and gender. Correlations and regressions showed that the demographics, particularly age and income were, as expected clearest correlates of wealth. Conscientious was positively and agreeableness, neuroticism and extraversion were negatively associated with savings and investments. The data pointed clearly to conscientiousness as the most important personality trait in wealth accumulation. Implications of these results as well as limitations of the study are discussed.</p>","PeriodicalId":100529,"journal":{"name":"FINANCIAL PLANNING REVIEW","volume":"6 2","pages":""},"PeriodicalIF":0.0,"publicationDate":"2023-04-26","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"https://onlinelibrary.wiley.com/doi/epdf/10.1002/cfp2.1158","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"50154462","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":0,"RegionCategory":"","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"OA","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
引用次数: 2
How the pandemic altered Americans' debt burden and retirement readiness 疫情如何改变美国人的债务负担和退休准备
FINANCIAL PLANNING REVIEW Pub Date : 2023-03-09 DOI: 10.1002/cfp2.1156
Andrea Hasler, Annamaria Lusardi, Olivia S. Mitchell
{"title":"How the pandemic altered Americans' debt burden and retirement readiness","authors":"Andrea Hasler,&nbsp;Annamaria Lusardi,&nbsp;Olivia S. Mitchell","doi":"10.1002/cfp2.1156","DOIUrl":"https://doi.org/10.1002/cfp2.1156","url":null,"abstract":"<p>This article analyzes Americans' perceptions of being debt-constrained. We focus on which population subgroups reported feeling most debt-constrained, how this perception was impacted by the COVID-19 pandemic, and how it relates to financial literacy and retirement readiness. To this end, we analyze two datasets, namely the 2020 and 2021 TIAA Institute-GFLEC Personal Finance Index files (P-Fin Index). The evidence shows that, prior to and during the pandemic, one in three American adults felt constrained by their debt. The percentage was even higher among vulnerable subgroups such as Black and Hispanic individuals, those lacking a bachelor's degree, those with lower incomes, and those with low levels of financial literacy. Being debt-constrained also has long-term financial consequences, as it is negatively linked to planning and saving for retirement. Finally, we show that financial literacy has a strong connection to both debt and retirement money management, confirming that financial knowledge is essential if people are to be able to manage their debt and build financial well-being.</p>","PeriodicalId":100529,"journal":{"name":"FINANCIAL PLANNING REVIEW","volume":"6 1","pages":""},"PeriodicalIF":0.0,"publicationDate":"2023-03-09","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"https://onlinelibrary.wiley.com/doi/epdf/10.1002/cfp2.1156","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"50126461","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":0,"RegionCategory":"","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"OA","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
引用次数: 0
Effects of Financial Knowledge, Self-efficacy, and Financial Distress on the Financial Management Behavior of Generation MZ: Comparison of Early-Millennials, Late-Millennials, and Generation Z 金融知识、自我效能感和财务困境对MZ一代理财行为的影响:千禧一代早期、千禧一代晚期和Z一代的比较
FINANCIAL PLANNING REVIEW Pub Date : 2023-02-28 DOI: 10.36029/fpr.2023.02.16.1.161
Kyung-Wook Cha
{"title":"Effects of Financial Knowledge, Self-efficacy, and Financial Distress on the Financial Management Behavior of Generation MZ: Comparison of Early-Millennials, Late-Millennials, and Generation Z","authors":"Kyung-Wook Cha","doi":"10.36029/fpr.2023.02.16.1.161","DOIUrl":"https://doi.org/10.36029/fpr.2023.02.16.1.161","url":null,"abstract":"","PeriodicalId":100529,"journal":{"name":"FINANCIAL PLANNING REVIEW","volume":"1 1","pages":""},"PeriodicalIF":0.0,"publicationDate":"2023-02-28","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"79756946","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":0,"RegionCategory":"","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
引用次数: 0
Attitudes and Influencing Factors of the 20s and 30s on the Necessity of the National Pension 二、三十岁青年对国民年金必要性的态度及影响因素
FINANCIAL PLANNING REVIEW Pub Date : 2023-02-28 DOI: 10.36029/fpr.2023.02.16.1.107
Juok Mun, Minjung Kim
{"title":"Attitudes and Influencing Factors of the 20s and 30s on the Necessity of the National Pension","authors":"Juok Mun, Minjung Kim","doi":"10.36029/fpr.2023.02.16.1.107","DOIUrl":"https://doi.org/10.36029/fpr.2023.02.16.1.107","url":null,"abstract":"","PeriodicalId":100529,"journal":{"name":"FINANCIAL PLANNING REVIEW","volume":"34 1","pages":""},"PeriodicalIF":0.0,"publicationDate":"2023-02-28","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"84649434","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":0,"RegionCategory":"","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
引用次数: 0
From the Executive Editor 来自执行主编
FINANCIAL PLANNING REVIEW Pub Date : 2023-02-28 DOI: 10.1002/cfp2.1157
Stephen M. Horan
{"title":"From the Executive Editor","authors":"Stephen M. Horan","doi":"10.1002/cfp2.1157","DOIUrl":"https://doi.org/10.1002/cfp2.1157","url":null,"abstract":"","PeriodicalId":100529,"journal":{"name":"FINANCIAL PLANNING REVIEW","volume":"6 1","pages":""},"PeriodicalIF":0.0,"publicationDate":"2023-02-28","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"50123576","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":0,"RegionCategory":"","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
引用次数: 0
Effects of Financial Management Capabilities on Financial Well-being: Intergenerational Comparison 财务管理能力对财务幸福感的影响:代际比较
FINANCIAL PLANNING REVIEW Pub Date : 2023-02-28 DOI: 10.36029/fpr.2023.02.16.1.25
Younju Jang, Minjung Kim
{"title":"Effects of Financial Management Capabilities on Financial Well-being: Intergenerational Comparison","authors":"Younju Jang, Minjung Kim","doi":"10.36029/fpr.2023.02.16.1.25","DOIUrl":"https://doi.org/10.36029/fpr.2023.02.16.1.25","url":null,"abstract":"","PeriodicalId":100529,"journal":{"name":"FINANCIAL PLANNING REVIEW","volume":"95 1","pages":""},"PeriodicalIF":0.0,"publicationDate":"2023-02-28","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"77406119","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":0,"RegionCategory":"","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
引用次数: 1
Effect of the Investment Propensity and Recognition of the Financial Environment on the Intention to Change Financial Asset Proportion 投资倾向与金融环境认知对金融资产比例变动意愿的影响
FINANCIAL PLANNING REVIEW Pub Date : 2023-02-28 DOI: 10.36029/fpr.2023.02.16.1.133
Injoo Seo, J. Jung
{"title":"Effect of the Investment Propensity and Recognition of the Financial Environment on the Intention to Change Financial Asset Proportion","authors":"Injoo Seo, J. Jung","doi":"10.36029/fpr.2023.02.16.1.133","DOIUrl":"https://doi.org/10.36029/fpr.2023.02.16.1.133","url":null,"abstract":"","PeriodicalId":100529,"journal":{"name":"FINANCIAL PLANNING REVIEW","volume":"19 1","pages":""},"PeriodicalIF":0.0,"publicationDate":"2023-02-28","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"85765068","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":0,"RegionCategory":"","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
引用次数: 0
A Study on Consumer Type According to Fund Investment Satisfaction and Investment Continuation Intention 基于基金投资满意度和投资延续意愿的消费者类型研究
FINANCIAL PLANNING REVIEW Pub Date : 2023-02-28 DOI: 10.36029/fpr.2023.02.16.1.79
Hyeon-Jin Lee, So-ye You, Joo-yung Park
{"title":"A Study on Consumer Type According to Fund Investment Satisfaction and Investment Continuation Intention","authors":"Hyeon-Jin Lee, So-ye You, Joo-yung Park","doi":"10.36029/fpr.2023.02.16.1.79","DOIUrl":"https://doi.org/10.36029/fpr.2023.02.16.1.79","url":null,"abstract":"","PeriodicalId":100529,"journal":{"name":"FINANCIAL PLANNING REVIEW","volume":"4 1","pages":""},"PeriodicalIF":0.0,"publicationDate":"2023-02-28","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"87690947","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":0,"RegionCategory":"","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
引用次数: 0
Factors Affecting the Distribution of Inherited Property: Focusing on Financial and Non-Financial Contributions by Children 影响继承财产分配的因素:关注子女的经济贡献和非经济贡献
FINANCIAL PLANNING REVIEW Pub Date : 2023-02-28 DOI: 10.36029/fpr.2023.02.16.1.51
Kyung-Hong Kim, Se-Jeong Yang
{"title":"Factors Affecting the Distribution of Inherited Property: Focusing on Financial and Non-Financial Contributions by Children","authors":"Kyung-Hong Kim, Se-Jeong Yang","doi":"10.36029/fpr.2023.02.16.1.51","DOIUrl":"https://doi.org/10.36029/fpr.2023.02.16.1.51","url":null,"abstract":"","PeriodicalId":100529,"journal":{"name":"FINANCIAL PLANNING REVIEW","volume":"63 1","pages":""},"PeriodicalIF":0.0,"publicationDate":"2023-02-28","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"87685627","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":0,"RegionCategory":"","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
引用次数: 0
TDF"s Glide Path Strategy According to Inflation Risk and Accrual Schedule 基于通货膨胀风险和应计进度的TDF下滑路径策略
FINANCIAL PLANNING REVIEW Pub Date : 2023-02-28 DOI: 10.36029/fpr.2023.02.16.1.1
Jaehyun Lee
{"title":"TDF\"s Glide Path Strategy According to Inflation Risk and Accrual Schedule","authors":"Jaehyun Lee","doi":"10.36029/fpr.2023.02.16.1.1","DOIUrl":"https://doi.org/10.36029/fpr.2023.02.16.1.1","url":null,"abstract":"","PeriodicalId":100529,"journal":{"name":"FINANCIAL PLANNING REVIEW","volume":"7 1","pages":""},"PeriodicalIF":0.0,"publicationDate":"2023-02-28","publicationTypes":"Journal Article","fieldsOfStudy":null,"isOpenAccess":false,"openAccessPdf":"","citationCount":null,"resultStr":null,"platform":"Semanticscholar","paperid":"75118134","PeriodicalName":null,"FirstCategoryId":null,"ListUrlMain":null,"RegionNum":0,"RegionCategory":"","ArticlePicture":[],"TitleCN":null,"AbstractTextCN":null,"PMCID":"","EPubDate":null,"PubModel":null,"JCR":null,"JCRName":null,"Score":null,"Total":0}
引用次数: 0
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