Financial and Life Planning Resource Directory

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Articles Consumers/clients: Late career, retirement Structure
Structure: Sources of purpose and meaning
	Feldman, Susan, and Howie, Linsey, "Looking Back, Looking Forward", Journal of Applied Gerontology, October 2009 (Vol. 28, No. 5)
		http://jag.sagepub.com/cgi/content/abstract/28/5/621 The authors examine the use of the Self-Discovery Tapestry (SDT) tool, a life history review instrument, and its application to an Australian qualitative study of community-dwelling older people aged 80 years and more – but more as a research tool than as a help for the elders themselves.
	Krause, Neal, "Meaning in Life and Mortality", Journals of Gerontology Series B: Psychological Sciences and Social Sciences, July 2009 (Vol. 64B, No. 4)
		http://psychsocgerontology.oxfordjournals.org/cgi/content/abstract/64B/4/517 Krause reports that older people with a strong sense of meaning (and particularly a strong sense of purpose) in life tend to live longer, and that this is strongly con-ected with their better overall health.
	Radu, Mary, "Aging’s Traditional Crossroads", Aging Well, Summer 2010 (Vol. 3, No. 3)
		Radu builds on David J. Powell’s notion of finding a “meaningful way” between continuing in the same old path and striving for more power, prestige, and possessions.
Structure: Community and self
	Park, Nan Sook, et al, "Transportation Difficulty of Black and White Rural Older Adults", Journal of Applied Gerontology, February 2010 (Vol. 29, No. 1)
		http://jag.sagepub.com/cgi/content/abstract/29/1/70 The authors find that for older rural white adults, ease of transportation decreases with income. But for their black counterparts, the relationship is not with income, but with age, gender, marital status, mental acuity, and depression.
Structure: Work (paid, volunteer, home)
	Butrica, Barbara A., "Volunteer Dynamics of Older Americans", Journals of Gerontology Series B: Psychological Sciences and Social Sciences, September 2009 (Vol. 64B, No. 5)
		http://psychsocgerontology.oxfordjournals.org/cgi/content/abstract/64B/5/644 Older adults are more likely to stop volunteering than start. Volunteers who contribute intensely for many years and who are married to volunteers are the least likely to quit. Nonvolunteers are more likely to start volunteering if they have been uninvolved for few years and their spouses volunteer.
	DeBellis, Melita, "Downshifting: Its Unanticipated Consequences, and How Life Coaching and Planning Can Help", Integrative Adviser, December 2009 (Vol. 2, No. 4)
		http://www.aiflp.org/pdfs/IntegrativeAdviserNo0204.pdf DeBellis describes the phenomenon of 'downshifting' in one's career, and how coaches can assist this process.
	Morrow-Howell, Nancy, "Volunteering in Later Life: Research Frontiers", Journals of Gerontology (Social Sciences): Series B, July 2010 (Vol. 65A, No.4)
		http://psychsocgerontology.oxfordjournals.org/content/65B/4/461.abstract Morrow-Howell summarizes the current knowledge about volunteering in later life and suggests five research questions at the forefront of knowledge development.
	Tang, Fenyan, et al, "Organizational Support and Volunteering Benefits for Older Adults", Gerontologist, October 2010 (Vol. 50, No. 5)
		http://gerontologist.oxfordjournals.org/content/50/5/603.abstract The authors take a broad look at volunteering and health, with a particular focus on socio-emotional health, especially in lower income groups.
	Tang, Fenyan, "Late-Life Volunteering and Trajectories of Physical Health", Gerontologist, July 2009 (Vol. 49, No. 3)
		http://jag.sagepub.com/cgi/content/abstract/28/4/524 Tang found that volunteering was associated with improved health and decreased functional dependency, though not with the number of chronic conditions.
Structure: Other / general / not specified
	Cohen, Gene D., Purpose, Potential, and Productivity in Later Life: A 21st Century Retirement Study
		http://www.gwumc.edu/cahh/pdf/21st%20Century%20Retirement%20Study.pdf, Free Cohen summarizes results from the 21st Century Retirement Study of factors that promote purpose, potential, and productivity, and presents many helpful observations and ideas, including his concept of the “Social Portfolio.'
	Ekerdt, David J., "Frontiers of Research on Work and Retirement", Journal of Gerontology: Social Sciences, January 2010 (Vol. 65B, No. 1)
		http://psychsocgerontology.oxfordjournals.org/content/65B/1/69.abstract Ekerdt reviews the shifting boundary between work and retirement, identifying areas that call for further research, and warning we should be wary of prescribing regimes of behavior for late careers and retirement that many people are unsuited to fulfill.