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| Dearborn Trade Publishing, 2002, $35.00
Anthony shows financial professionals how to develop a practice using a new and holistic approach to financial planning. |
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| 2007, Free
http://www.accountabilitycoach.com/bw/requestreport.php
Free report, available by request. |
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| TIAA-CREF Institute, August 2009, Free
http://www.tiaa-crefinstitute.org/pdf/research/trends_issues/ti_financialplanning0809a.pdf
Jetton describes the scope, importance, methods, and success measurement of holistic planning, urging traditional financial planners to step up to this kind of approach. |
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| Thrivent Financial for Lutherans, Summer 2008
http://news.thrivent.com/newsroom/news/index.phtml?id=486
Notice of results, reporting that while most people who get financial advice for their retirement years have been very happy that they did, most older consumers say they do not want this kind of help. |
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| Still River Retirement Planning Software, Inc., August 2009, Free
http://www.stillriverretire.com/Downloads/IntegrativePlanning_paper.pdf
Yanikoski argues that integrative planning is inevitably in our future, and outlines how it might work. |
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| Social Science Research Network, February 11, 2009
http://papers.ssrn.com/sol3/papers.cfm?abstract_id=1347133
Biggs's analysis suggests that most people will indeed have enough to retire on, and that while policymakers should work to strengthen Social Security and private pension savings, talk of a crisis in retirement income preparedness appears premature. |
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| AARP Public Policy Institute, February 2009, Free
http://assets.aarp.org/rgcenter/econ/i22_saving.pdf
Gist argues that change in net worth, rather than savings rate, is the appropriate measure of financial progress, and he also recommends some policy measures that might improve retirement savings levels. |
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| U.S. Social Security Administration, February 2009, Free
http://www.socialsecurity.gov/policy/docs/statcomps/income_pop55/2006/index.html
This report provides a broad income picture of a cross section of the population aged 55 or older, with special emphasis on income of the population aged 65 or older. The tabulations focus on the major sources and amounts of income in 2006, both separately and combined, for those age groups. |
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| Urban Institute, January 2009, Free
http://www.urban.org/publications/411805.html
The authors use data from the Survey of Consumer Finances (SCF) to estimate the wealth values of Social Security and pension plans to show how wealth builds over the life cycle. |
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| Deloitte LLP, May 2009, Free
http://www.deloitte.com/dtt/cda/doc/content/us_fsi_MiningRetirementIncomeMarket_May09.pdf
This paper examines the size and characteristics of the retirement income market, highlights innovation opportunities, assesses the competitive landscape, and lays out action steps that financial services companies across sectors should consider taking.
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| U.S. Securities and Exchange Commission, September 22, 2008, Free
http://www.sec.gov/spotlight/seniors/seniorspracticesreport092208.pdf
This report examines what financial companies are doing to protect older consumers. |
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| U.S. Congressional Budget Office, September 2009, Free
http://www.cbo.gov/ftpdocs/105xx/doc10526/09-08_Baby-Boomers.pdf
This report argues that the depressive effect on stock prices caused by sales of Baby Boomer assets and by a reduction in the workforce will be gradual and muted, rather than large and highly noticeable. |
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| Honor Publications, 2007, $7.50
http://www.stillriverretire.com/SRRPS_NineKeys.asp
Nine Keys is the first book to focus exclusively on corporate strategies for the 'retirement income' market. It addresses a wide range of issues that will be central to success in this market, with emphasis on those that have been either neglected or over-emphasized in most strategies to date. |
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| Seraph Publishing, 2008, $24.95 for paperback, $14.95 for e-book, $27.00 for Book on audio (Combo of e-book and audio is only $30)
http://www.accountabilitycoach.com/bw/resultsruletoc.php
Through this book, you will discover how to enhance your overall quality of life by having a proven framework and easily implementable system for achieving your goals in the time-frame you want it. You will learn how to hit your personal and professional goals with absolute certainty. |
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| Society of Actuaries / Living to 100 and Beyond Symposium, January 2008, Free
http://www.soa.org/library/monographs/retirement-systems/living-to-100-and-beyond/2008/january/mono-li08-6b-cowell.pdf
Cowell links health care costs to cell biology and gerontology, both in the U.S. and internationally. |
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| Boston College Center for Retirement Research, May 2008, Free
http://crr.bc.edu/images/stories/Working_Papers/wp_2008-10.pdf?phpMyAdmin=43ac483c4de9t51d9eb41
The authors offer an assessment of life-cycle funds that balances their expected benefits against their higher costs. |
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| July 23, 2008, Free
http://aging.senate.gov/hearing_detail.cfm?id=301129&
Statements and testimony by Sen. Herb Kohl, Sen. Gordon H. Smith, Sen.Senator Robert P. Casey, Jr., Prof. William Thomas, MD, Robert Jenkens, Melinda Abrams, Dr. Eric Coleman, Zoe Holland, Edna Hess, and Dr. Diane White |
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| Insight Publishing Company, 2008, $19.95
http://www.accountabilitycoach.com/bw/RoadmapToSuccess.php
Roadmap to Success features the thinking of Ken blanchard Jeff Wolf, Steve Covey, Anne bachrach and eleven others, shedding light on the authors' proven strategies and techniques in their fields. |