Jim Gilkeson is the Director of the Integrated Business degree and an Associate Professor in the Department of Finance at the University of Central Florida. He earned his Ph.D. in Business Administration (Finance) from Duke University and also holds an MSM (MBA) with a concentration in Finance from Georgia Tech and a BS in Computer Science from Duke.
Dr. Gilkeson joined the UCF faculty in the fall of 1994. During the 1996-1997 academic year, he was on leave from UCF while serving as a member of the Risk Analysis Division of the Office of the Comptroller of the Currency (U.S. Treasury Department). In September 2000, he earned the right to use the Chartered Financial Analyst (CFA) designation. He has also served on the faculties of Chapman University and North Carolina Central University.
Dr. Gilkeson has published 28 articles in a variety of academic and professional journals, including the Journal of Banking & Finance, the Journal of Financial Services Research, Economics Letters, the Quarterly Review of Economics and Finance, the Journal of Investing, the Journal of Financial Planning, Psychology & Marketing, the Journal of Business Research, the Journal of Financial Education, the Federal Reserve Bank of Atlanta Economic Review, Mortgage Banking, the Federal Reserve Bank of St. Louis Economic Review and the American Association of Individual Investor’s AAII Journal. He has served as a consultant, analyst, and expert witness for numerous private clients, including the CFA Institute.
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Research and Publications
Although the Social Security claiming decision (when to first claim benefits) reflects a wide range of personal factors, this paper examines only the case of an individual who will retire (or has already retired) at age 62
and has sufficient resources to meet desired after-tax spending without relying on early claiming of Social Security benefits.