Publications

Research Summary

Life Planning for Executives

In this relatively new field of research and course development, Davis is researching through in depth interviews how executives create successful and fulfilling lives. He is leading a faculty team in designing an executive program for individuals wanting to transition... View Details

May 1976 (Revised January 1985)
Background Note

Life Cycle Analysis for Manufacturing Planning

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Web

Retirement Plan or Life Insurance - Alumni

Giving Retirement Plan or Life Insurance Giving Retirement Plan or Life Insurance To name HBS as a beneficiary of your retirement View Details

06 May 2015
News

Developing a strategic plan for your own life

At HBS, Brigid Sullivan (MBA 1976) determined that she wanted to a career that was creative, interesting, and socially minded. She found that at WGBH-TV where she oversees children’s programming. (Published May 2015) View Details

January 2014 (Revised June 2014)
Case

Advising Families on Estate Planning

By: Robert C. Pozen and Lucas W. Goodman

Sean 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... View Details

Keywords: Estate Planning; Estate Tax; Gift Tax; Generation Skipping Tax; Tax Accounting; Tax Strategy; Taxes; Taxation; Retirement; United States

February 2014
Teaching Note

Advising Families on Estate Planning

By: Robert C. Pozen

Sean 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... View Details

Keywords: Estate Planning; Estate Tax; Gift Tax; Gift Giving; Generation Skipping Tax; Tax Accounting; Tax Strategy; Taxes; Taxation; Retirement; Financial Services Industry; United States

September 2012
Case

Getting Back to Your Roots: Rose Carpenter's Story

By: John A. Davis, Janet Kraus and Lisa Strope

Rose Carpenter is a successful entrepreneur who is considering the personal implications of leaving the business she created to pursue her own interests. View Details

Keywords: Career Planning; Entrepreneurs; Life Planning; Work-Life Balance; Entrepreneurship; Decisions

11 Feb 2021
News

How to Plan Your Life When the Future Is Foggy at Best

June 2016
Teaching Note

The Rawlinsons: Facing Life and Career Decisions as a Couple

By: Boris Groysberg and Robin Abrahams

David and Nadia Rawlinson are a dual-career power couple who both seek executive careers in large organizations. At the beginning of the case, Nadia has taken a new job in San Francisco, while David has been offered an opportunity in London. What are the risks of... View Details

Keywords: Career Management; Career Planning; Personal Development and Career; Gender

30 Jun 2008
Research & Ideas

Rethinking Retirement Planning

Many of us are sailing toward retirement with the hope that Social Security, personal savings, and money saved in an employer's 401(k) or 403(b) plan will add up to the magic sum required to enjoy our remaining years in reasonable style.... View Details

Keywords: by Julia Hanna; Banking; Financial Services

07 Oct 2021
News

Planning Ahead

the John C. Whitehead Society, the School’s planned giving society. As he crafted his will, Ketchum recalled a conversation with former Dean Nitin Nohria who asked whether HBS had changed his life for the... View Details

February 2014 (Revised May 2016)
Case

The Rawlinsons: Facing Life and Career Decisions as a Couple

By: Boris Groysberg and Kerry Herman

The Rawlinsons, a young, ambitious, career-minded couple, are considering their life and career goals. They are both successful, have aspirations to serve in public office, and are negotiating important career choices as a couple. View Details

Keywords: Talent Management; Career Management; Career Planning; Organizational Behavior; Work/life Balance; Work/family Balance; Careers; Talent and Talent Management; Human Capital; Work-Life Balance; Personal Development and Career; United States