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41 items were found using the following search criteria
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Goodwin Sporting Goods
Edmund L. ClarkCase IVEY-9B12M036-EEntrepreneurship, StrategyThe case focuses on succession planning for a successful family business that has reached a crossroads in which different family members have different stakes in the outcome of the business. The president of Goodwin Sporting Goods is 66 years old, has health concerns, and is concerned about how to finance his retirement. He also has three children who rely on the business for financial support. He must make some tough decisions that will affect b...Starting at €8.20
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Damien Duff's Personal Financial Plan
Chuck GraceCase IVEY-9B12N010-EFinanceDamien Duff was worried. When he graduated from business school five years ago, Damien had had a plan — a good one. The problem, of course, was that plans rarely unfold as expected. Damien and his wife, Katrina, were now expecting their first child. As Damien wrestled with the reality of this news, he took a quick look at his financial plans. Damien knew his career was on track, but his debt load was much higher than anticipated and he hadn’t sta...Starting at €8.20
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Mary Spencer's Personal Financial Plan
Chuck GraceCase IVEY-9B12N012-EFinanceMary Spencer was putting the final touches on her personal financial plan before graduating from the Richard Ivey School of Business HBA program in spring 2012. Generally, Mary was happy with her plan. Her goals, investment policy statement, and financial budget all made perfect sense to her. However, she kept returning to one number — a 43 per cent tax rate! It did not seem fair that just when she started to make some serious income, she would h...Starting at €8.20
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Note on Pension Guarantee Funds
Pozen, Robert C.; Higgins, Patricia BissettCase HBS-313139-EFinanceThe United States and the United Kingdom both had quasi-government agencies that provided back-up insurance for individuals participating in defined benefit ("DB") pension plans. This note compares and contrasts the United Kingdom's Pension Protection Fund ("PPF") with the United States' Pension Benefit Guaranty Corporation ("PBGC") to illustrate the implications of poorly designed policy structures (the PBGC) in contrast to those created by well...Starting at €8.20
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Searching for a Retirement Plan, Teaching Note
Pozen, Robert C.; Goodman, Lucas W.Teaching Note HBS-314023-EFinanceTeaching Note for 314022.Starting at €0.00
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Prudential Financial - General Motors Pension Risk Transfer: Back to the Future
Viceira, Luis M.; Chien, Emily A.Case HBS-213126-EFinanceIn November 2012, Prudential Financial and General Motors closed on a $25.1B pension risk transfer (PRT) transaction, the largest of its kind to date by an order of magnitude both in the U.S. market and globally. In exchange for an in-kind transfer of $25.1B in assets, Prudential Financial agreed to irrevocably guarantee the full payment of pension benefits to approximately 110,000 participants of General Motors Retirement Program for Salaried Em...Starting at €8.20
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Advising Families on Estate Planning
Pozen, Robert C.; Goodman, Lucas W.Case HBS-314088-EAccounting and ControlSean Warrick is an estate planning adviser at Hellwig & Macon. He is preparing for meetings with two clients. His first clients are Peggy and David Bartley, a professional married couple of moderate wealth. His second clients are Ray and Michelle Polanski, a couple that married late in life and had highly asymmetrical wealth and age. In the case, Warrick is reading a report written by Peter Sullivan, a top estate planning adviser, which considers...Starting at €8.20
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Investment Advice for Grace Osbourne
Simon, JanCase F-904-EFinanceWhile looking at both Grace's estimated yearly expenses (Exhibit 1) and her investment portfolio (Exhibit 2) - divided into two funds - she tried to remember what her instructor in wealth management had said about portfolio diversification, traditional and alternative asset classes, financial advice, taxes and correlation coefficients (Exhibit 3). She wanted to give Grace her best advice.Starting at €8.20
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The Crisis in Retirement Planning
Merton, Robert C.Article HBS-R1407B-EEconomicsCorporate America began to really take notice of the looming retirement crisis in the wake of the dot-com crash, when companies in major industries went bankrupt in large part because of their inability to meet their pension obligations. The result was an acceleration of America's shift away from employer-sponsored pension plans toward defined-contribution plans--epitomized by the ubiquitous 401(k)--which transfer the investment risk from the com...Starting at €8.20
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Overview of Senior Housing in the United States
Wu, Charles F; Beyer, JosephCase HBS-215005-EFinanceThis technical note provides an overview of the senior housing industry in the United States. There were 40 million seniors in America in 2010, and that number was expected to double by 2050. Seniors would make up 1 in every five Americans. This note explores the living options available to this important and fast-growing demographic.Starting at €8.20