Finances

Age Wave conducted nine recent study reports in collaboration with Bank of America Merrill Lynch on the future of retirement. These reports were created by reviewing thousands of papers, reports, and datasets, conducting over 140 expert interviews and 43 focus groups, and surveying 50,000+ respondents. The nine reports cover a variety of topics regarding retirement, including family, health, leisure, and finances. All nine reports are followed by sample media coverage.

This Primer is a design guide for state policy makers who are considering acuity-based resource allocation. Included in the report is: background information on different HCBS case mix approaches, the steps in the development of a case-mix resource allocation system, essential decision points to consider during the state policy development process, and best practice recommendations. This Primer is recommended as a tool for policy makers, state staff, and stakeholders.