HRS Bibliography

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Book

Mitchell OS, Lusardi A. Financial Literacy: Implications for Retirement Security and the Financial Marketplace. Oxford, UK: Oxford University Press; 2011.
Mitchell OS, Smetters K. The Market for Financial Advice. Oxford, UK: Oxford University Press; 2013:368.

Book Chapter

Lusardi A, Mitchell OS. The Outlook for Financial Literacy. In: Financial Literacy: Implications for Retirement Security and the Financial Marketplace. Financial Literacy: Implications for Retirement Security and the Financial Marketplace. Oxford, UK: Oxford University Press; 2012.

Journal Article

Bavafa H, Liu J, Mukherjee A. Building Financial and Health Literacy at Older Ages: The Role of Online Information. Journal of Consumer AffairsJournal of Consumer AffairsJ Consum Aff. 2019;53(3):877 - 916. doi:10.1111/joca.12238.
Delavande A, Rohwedder S. Changes in Spending and Labor Supply in Response to a Social Security Benefit Cut: Evidence from Stated Choice Data. Journal of the Economics of Ageing. 2017;10:34-50. doi:10.1016/j.jeoa.2017.09.001.
http://www.ncbi.nlm.nih.gov/pubmed/29075590?dopt=Abstract
Choi H-sik, Laschever RA. The credit card debt puzzle and noncognitive ability. Review of Finance. 2017;22(6):2109-2137. doi:10.1093/rof/rfx020.
Bleijenberg N, Lee SJ, Cenzer I, W Boscardin J, Covinsky KE. Difficulty managing medications and finances in older adults: A 10-year cohort study. Journal of the American Geriatrics Society. 2017;65(7):1455-1461. doi:10.1111/jgs.14819.
Gillen M, Zurlo KA, Kim H. Do Financial Constraints Affect Depressive Symptomatology Among Mid-Aged and Older Adults?. The International Journal of Aging and Human Development. 2017;85(4):438-455. doi:10.1177/0091415017697724.
Lusardi A, Mitchell OS. The Economic Importance of Financial Literacy: Theory and Evidence †. Journal of Economic Literature. 2014;52(1):5 - 44. doi:10.1257/jel.52.1.5.
Chin A, De Bruin WBruine. Eliciting Stock Market Expectations: The Effects of Question Wording on Survey Experience and Response Validity. Journal of Behavioral Finance. 2018;19(1):101-110. doi:10.1080/15427560.2017.1373353.
DeLiema M, Deevy M, Lusardi A, Mitchell OS. Financial Fraud Among Older Americans: Evidence and Implications. JOURNALS OF GERONTOLOGY SERIES B-PSYCHOLOGICAL SCIENCES AND SOCIAL SCIENCES. 2020;75(4):861-868. doi:10.1093/geronb/gby151.
Lusardi A, Mitchell OS. Financial literacy and retirement planning in the United States. Journal of Pension Economics and Finance. 2011;10(04):509 - 525. doi:10.1017/S1474747211000448.
Li Y. Financial Literacy in the Family Context: The Role of Spousal Education and Gender Among Older Couples. Innovation in Aging. 2020;4(Suppl 1):475 . doi:10.1093/geroni/igaa057.1538.
Shimizutani S, Yamada H. Financial literacy of middle-aged and older Individuals: Comparison of Japan and the United States. The Journal of the Economics of Ageing. 2019:100214. doi:doi.org/10.1016/j.jeoa.2019.100214.
Asebedo SD, Seay MC. Financial self-efficacy and the saving behavior of older pre-retirees . Journal of Financial Counseling and Planning. 2018;29(2):357-368. doi:10.1891/1052-3073.29.2.357.
Chatterjee S. Household demand for private long term care insurance: An exploratory note. Economics Bulletin. 2017;37(3):1975-1981.
Kim HH, Maurer R, Mitchell OS. How Financial Literacy Shapes the Demand for Financial Advice at Older Ages. The Journal of the Economics of Ageing. 2021;20:100329. doi:10.1016/j.jeoa.2021.100329Get.
Mitchell OS, Clark RL, Lusardi A. Income trajectories in later life: Longitudinal evidence from the Health and Retirement Study. The Journal of the Economics of Ageing. 2022;22:100371. doi:10.1016/j.jeoa.2022.100371.
Lusardi A, Michaud P-C, Mitchell OS. Optimal financial knowledge and wealth inequality. The Journal of Political Economy. 2017;125(2):431-477. doi:10.1086/690950.
http://www.ncbi.nlm.nih.gov/pubmed/28555088?dopt=Abstract
Lay M. Pension contributions, pension awareness, and changing personal finances. Contemporary Economic Policy. 2019;37(4):673-693. doi:10.1111/coep.12420.
Li Y, Burr JA, Miller EAlan. Pension Plan Types and Financial Literacy in Later Life. Gerontologist. 2019;59(2):260-270. doi:10.1093/geront/gnx135.
http://www.ncbi.nlm.nih.gov/pubmed/28958076?dopt=Abstract
Sun W, Barboza G, Richman K. Preparing for the Future: Latinos' Financial Literacy and Retirement Planning. The Business Journal of Hispanic Research. 2007;1(2):54-68.
Angrisani M, Couper MP. A Simple Question Goes a Long Way: A Wording Experiment on Bank Account Ownership. Journal of Survey Statistics and Methodology. Forthcoming. doi:https://doi.org/10.1093/jssam/smab045.
Cahill KE, Giandrea MD, Quinn JF. To What Extent is Gradual Retirement a Product of Financial Necessity?. Work, Aging and Retirement. 2017;3(1):25 - 54. doi:10.1093/workar/waw027.

Newspaper Article

Johnson M. ‘We need people to know the ABC of finance’: facing up to the financial literacy crisis. Financial Times. https://www.ft.com/content/b6a8107c-99f4-4a43-8adc-9686e6bd603e. Published 2021.