Financial and Life Planning Resource Directory
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The Association for Integrative Financial and Life Planning
and The Life Planning Network
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Books / monographs
Consumers/clients
Consumers/clients: Childhood, student years
America's Children in Brief: Key National Indicators of Well-Being
Federal Interagency Forum on Aging-Related Statistics, 2010, Free
http://www.childstats.gov/americaschildren/index.asp
An analysis of data from various U.S. government agencies pertaining to the health and welfare of children
Butrica, Barbara A., Three Considerations for Children's Savings Accounts
Urban Institute, November 13, 2008, Free
http://www.urban.org/UploadedPDF/411792_childrens_savings_considerations.pdf
Butrica emphasizes design issues for Children's Savings Accounts that will enhance the positive impact of such accounts.
Lusardi, Annamaria, et al, Financial Literacy among the Young: Evidence and Implications for Consumer Policy
Pension Research Council, 2009
http://www.pensionresearchcouncil.org/publications/document.php?file=802
The authors find that fewer than one-third of young adults possess basic knowledge of interest rates, inflation, and risk diversification. Financial literacy is strongly related to sociodemographic characteristics and family financial sophistication.
Ogden, Cynthia L., et al, Obesity and Socioeconomic Status in Children and Adolescents: United States, 2005-2008
U.S. Centers for Disease Control, December 2010 (NCHS Brief #51), Free
http://www.cdc.gov/nchs/data/databriefs/db51.htm
The authors detail the childhood obesity epidemic in the U.S., which is worse among the poor, but not at all limited to the poor.
Consumers/clients: Early career
Greenberg, Anna and Keating, Jessica , Personal Finances: The Final Frontier for Social Media – Results of a National Survey of Young Adults
AARP Public Policy Institute, October 2009, Free
http://assets.aarp.org/rgcenter/econ/lifetuner.pdf
This report report reveals that financial issues constitute the greatest area of worry for young adults, though one they do not discuss much, even among their peers.
Keeter, Scott, and Taylor, Paul, Millenials, The
Pew Research Center, December 2009, Free
http://pewresearch.org/pubs/1437/millennials-profile
A study of the demographics and attitudes of twenty-somethings.
Millenial Inc.: What Your Company Will Look Like When Millennials Call the Shots
Mr Youth and Intrepid, 2010, Free
http://www.millennialinc.com/Millennial_Inc_PRINTPDF.pdf
This study uses several techniques to answer the question: How will the workplace change when today’s “millennial” generation takes charge ?
Millennials, The: Confident. Connected. Open to Change
Pew Research Center, February 2010, Free
http://pewsocialtrends.org/assets/pdf/millennials-confident-connected-open-to-change.pdf
A teen and twenty-something Americans, which characterizes them as confident, self-expressive, liberal, upbeat and open to change.
Religion Among the Millennials
Pew Research Center, February 2010, Free
http://pewresearch.org/pubs/1494/millennials-less-religious-in-practice-but-beliefs-quite-traditional
This study finds that while young American adults affiliate less with any particular faith and attend fewer religious services, their level of belief in God, heaven, and hell is comparable to that of their elders.
Consumers/clients: Family: Marriage
Consumers/clients: Family: Divorce, separation
Blackstone-Ford, Jann, and Jupe, Sharyl, Ex-Etiquette for Parents: Good Behavior After a Divorce or Separation
Chicago Review Press, 2004, $16.95
http://www.amazon.com/Ex-Etiquette-Parents-Behavior-Divorce-Separation/dp/1556525516/ref=sr_1_7?ie=UTF8&s=books&qid=1276273815&sr=1-7
A very good book on how to behave with your ex-spouse (and his or her new significant other), and how to cope as productively as possible when your ex is not behaving equally well.
Dugan, Meg Kennedy, and Hock, Roger R., It's My Life Now: Starting Over After an Abusive Relationship or Domestic Violence
Routledge, 2006, $21.95
http://www.amazon.com/Its-My-Life-Now-Relationship/dp/0415953251/ref=sr_1_3?ie=UTF8&s=books&qid=1276018932&sr=1-3
Dugan and Hock help survivors adapt to having escaped an abusive relationship, whether recently or long ago.
Manfred, Erica, He's History, You're Not: Surviving Divorce After 40
GPP Life, 2009, $16.95
http://www.amazon.com/Hes-History-Youre-Not-Surviving/dp/0762751355/ref=sr_1_2?ie=UTF8&s=books&qid=1275941712&sr=1-2
Manfred offers truly helpful, down-to-earth advice for women over 40 going through a divorce.
Number, Timing, and Duration of Marriages and Divorces: 2009
U.S. Census Bureau, May 2011, Free
http://www.census.gov/prod/2011pubs/p70-125.pdf
Provides data using detailed demographic categories based on a survey of about 39,000 individuals.
Singleton, Perry, Insult to Injury: Disability, Earnings, and Divorce
Boston College Center for Retirement Research, November 2009, Free
http://crr.bc.edu/images/stories/Working_Papers/wp_2009-25.pdf
Singleton finds that the effect of disability on divorce decreases with age, increases with education, and increases with disability severity.
Consumers/clients: Family: Widowhood, unmarried
Ginsburg, Genevieve Davis, Widow To Widow: Thoughtful, Practical Ideas For Rebuilding Your Life
De Capo Press, 2004, $15.95
http://www.amazon.com/Widow-Thoughtful-Practical-Ideas-Rebuilding/dp/0738209961/ref=pd_sim_b_3
Ginsburg is concerned mostly with emotional adjustments, and approaches them in a very practical, very helpful way.
Hinton, Velecia A., Life after Death: Learning to Live Again After the Death of a Spouse
Wordclay, 2009, $12.99
http://www.amazon.com/Life-after-Death-Learning-Spouse/dp/1604816139/ref=sr_1_119?ie=UTF8&s=books&qid=1273514427&sr=1-119
Lessons from some who has been there.
Levinson, Deborah S., Surviving the Death of Your Spouse: A Step-By-Step Workbook
New Harbinger Publications, 2004, $10.65
http://www.amazon.com/Surviving-Death-Spouse-Step-Step/dp/1572243775
Levinson helps you deal in an orderly way with both the emotional and the practical consequences.
Schaefer, Gerald J., with Bekkers, Tom, Widower's Toolbox, The: Repairing Your Life After Losing Your Spouse
New Horizon Press, 2010, $14.95
http://www.amazon.com/Widowers-Toolbox-Repairing-Losing-Spouse/dp/0882823450/ref=sr_1_3?ie=UTF8&s=books&qid=1276031719&sr=1-3#_
Schaefer and Bekkers address the issues that uniquely affect men when their partners die.
Shapiro, Matthew D., Buffering Shocks to Well-Being Late in Life
University of Michigan Retirement Research Center, September 2009, Free
http://www.mrrc.isr.umich.edu/publications/papers/pdf/wp211.pdf
Shapiro argues that neither reduced health nor widowhood (in either men or women) reduces economic well-being, since data shows that neither eventuality tends to lead to reductions in consumption.
Consumers/clients: Family: Gay, lesbian, non-traditional
Burda, Joan M., Estate Planning for Same-Sex Couples
Gp Solo Aba, 2004, $59.00
http://www.amazon.com/Estate-Planning-Same-Sex-Couples-Burda/dp/1590313828/ref=sr_1_24?ie=UTF8&s=books&qid=1274892812&sr=1-24
Burda, addresses the specific estate planning issues that arise for same-sex relationships (also applicable to other unmarried people, including unmarried heterosexual couples, and sibling pairs or best friends who are living together in old age).
Clunis, Merilee, and Green, G. Dorsey, Lesbian Couples: A Guide to Creating Healthy Relationships
Seal Press, 2004, $16.95
http://www.amazon.com/Lesbian-Couples-Creating-Healthy-Relationships/dp/1580051316/ref=sr_1_1?ie=UTF8&s=books&qid=1276018529&sr=1-1#noop
Clunis and Green discuss commitment ceremonies and marriage, living arrangements, work, money, togetherness and separate identities, coming out to family and friends, resolving conflict and understanding each other.
Improving the Lives of LGBT Older Adults
Movement Advancement Project (MAP) and Services & Advocacy for Gay, Lesbian, Bisexual & Transgender Elders (SAGE), March 2010, Free
http://www.lgbtmap.org/file/advancing-equality-for-lgbt-elders.pdf
Among other findings: lesbian, gay, bisexual and transgender older adults tend to be less financially secure, find it more difficult to achieve good health and get good health care, and are more likely to face social isolation.
Isensee, Rik, Love Between Men: Enhancing Intimacy and Resolving Conflicts in Gay Relationships
Backinprint, 2005, $17.95
http://www.amazon.com/Love-Between-Men-Enhancing-Relationships/dp/0595341462/ref=sr_1_31?ie=UTF8&s=books&qid=1276018348&sr=1-31
This book is for you, if you are a gay man and you’d like to improve your relationship and communicate better with your boyfriend, lover, or even your next date.
Consumers/clients: Family: Parent-child or -grandchild
Consumers/clients: Family: Siblings
Goldenthal, Peter, Why Can't We Get Along: Healing Adult Sibling Relationships
Wiley, 2002, $17.95
http://www.amazon.com/Why-Cant-Get-Along-Relationships/dp/0471388424/ref=sr_1_1?ie=UTF8&s=books&qid=1276266788&sr=1-1
Using case histories drawn from his own clinical practice, Dr. Goldenthal helps us understand why adult siblings fight, and how to move past it.
Levitt, Jo Ann, et al, Sibling Revelry: 8 Steps to Successful Adult Sibling Relationships
Dell, 2001, $14.00
http://www.amazon.com/Sibling-Revelry-Steps-Successful-Relationships/dp/0440508967
The authors, themselves siblings, show how to transform sibling rivalry into extraordinary, nurturing adult bonds that will enhance all other relationships in one's life.
Wray, T.J., Surviving the Death of a Sibling: Living Through Grief When an Adult Brother or Sister Dies
Three Rivers Press, New York, 2003, $15.00
http://www.amazon.com/SURVIVING-DEATH-SIBLING-Through-Brother/dp/0609809806/ref=sr_1_107?ie=UTF8&s=books&qid=1273516230&sr=1-107
Wray addresses this common, but not commonly discussed, issue, suggesting ways of coping with the emotions it brings, and of dealing with insensitive remarks made by others.
Consumers/clients: Mid-career, wealth-building
Consumers/clients: Late career, retirement
Consumers/clients: Aging
Consumers/clients: Ethnic or racial groups
Consumers/clients: Gender groups
Consumers/clients: Geographic groups
Consumers/clients: Other / general / not specified