Financial and Life Planning Resource Directory
Sponsored by
The Association for Integrative Financial and Life Planning
and The Life Planning Network
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Books / monographs
Consumers/clients: Late career, retirement
Other / general / not specified
Other / general / not specified
Brown, Sara, and Malling, Joan S., How to Create the Life You Want after 50
Savvy Sisters Press, 2004
The authors include over 200 tips, resources and exercises for planning at midlife. They guide the reader through a three step planning process to identify and assess typical midlife issues and opportunities, clarify needs and wants and develop a plan.
Discovering What’s Next Workbook: Your Guide to the Good Life
MetLife Mature Market Institute, 2009, Free, but you need to contact them for the accompanying DVD
http://www.metlife.com/assets/cao/mmi/publications/studies/mmi-discovering-what-matters-workbook.pdf
A wide-ranging, though not detailed, workbook for consumers to explore the big decisions they face in the second half of life.
Dychtwald, Ken, Power Years, The: A Users Guide to the Rest of Your Life
Wiley, 2006, $14.95
http://www.amazon.com/Power-Years-Users-Guide-Rest/dp/0470051329/ref=sr_1_6?s=books&ie=UTF8&qid=1288037567&sr=1-6
Dychtwald replays familiar 'rediscover and take charge' themes in areas such as dream jobs, vital relationships, lifelong learning, where and how to live, and financial freedom.
Fraunfelder, Frederick T., and Gilbaugh, James H., Jr., Retirement Rx
Penguin Group (Avery), 2008, $23.95 (U.S.)
The 'Retirement Docs' have identified eight key factors that determine the likelihood of a successful retirement. They provide quizzes and analyses that help the reader score him/herself on these eight scales, and understand their significance.
Freudenheim, Ellen, Looking Forward: An Optimist’s Guide to Retirement
Harry N. Abrams Publisher, 2004, $14.95
http://www.amazon.com/Looking-Forward-Optimists-Guide-Retirement/dp/B000EXYZXG/ref=sr_1_5?ie=UTF8&s=books&qid=1288185431&sr=1-5
Freudenheim offers innovative ways to think about our lives once work is no longer central. Holistic in approach, the book address issues such as attitude, relationships, and physical and mental fitness, with chapters on working, volunteering, traveling, spiritual pursuits, romance and play.
Herbert, Trish, Journeywell: A guide to Quality Aging
Beaver's Pond Press, 2009, $24.95
http://www.amazon.com/Journeywell-Guide-Quality-Trish-Herbert/dp/1592982913/ref=sr_1_1?ie=UTF8&s=books&qid=1288185519&sr=1-1
A comprehensive and wise guide for navigating the myth-shrouded, oft-resisted and wondrous terrain of later life. Exercises, resources, stories, cartoons offer something for any reader to help them “Wake up! Show up! Lighten up!”
Hudson, Frederic M., and McLean, Pamela D., LifeLaunch: A Passionate Guide to the Rest of Your Life
Hudson Institute Press, 2000, $24.95
http://www.amazon.com/Life-Launch-Passionate-Guide-Rest/dp/1884433847/ref=sr_1_5?s=books&ie=UTF8&qid=1288036815&sr=1-5
Provides the tools for productivity approaching change during our adult years with confidence, vigor and excitement, whatever our age or situation.
It’s Not Easy Being Gray: The New Rules of Retirement
Urban Institute, February 2009, Free
http://www.urban.org/UploadedPDF/411840_rules_of_retirement.pdf
This report takes a sensible, overall look at the financial quandaries facing retirees to-day.
McFadden, Elizabeth (ed.), Ready or Not: Your Retirement Planning Guide
MEI Publishing, Revised annually, $15.00 (U.S.)
The authors cover the gamut of retirement issues in an efficient way, with worksheets and explanations geared to answering a large number of specific concerns.
Metlife Retirement Readiness Workbook, The
MetLife Mature Market Institute, May 2010, Free
http://www.metlife.com/assets/cao/mmi/publications/studies/2010/mmi-retirement-readiness-workbook-.pdf
Metlife is offering a basic assessment of “retirement readiness” in 15 areas, grouped into six categories.
Nelson, John E., What Color Is Your Parachute (for Retirement)?
Ten Speed Press, 2010, $16.99
Tackles retirement readiness in terms of money, health, and happiness, using the latest research from economics, medicine, and psychology. This books aims to inspire readers to take the helm of their retirement destinies, while fulfilling their lifelong goals, passions, and dreams.
Pollan, Stephen M., and Levine, Mark, Second Acts: Creating the Life You Really Want, Building the Career You Truly Desire
Collins Living, 2003, $13.95
http://www.amazon.com/Second-Acts-Creating-Really-Building/dp/0060514884/ref=sr_1_1?s=books&ie=UTF8&qid=1288187332&sr=1-1
A guide to reinventing your life whether you are at the beginning of your career or about to retire. The authors posit that barriers to a rich and rewarding life are self-imposed and can by overcome, and provide practical success stories from from their own lives and those of their clients.
Ruffenach, Glenn, and Greene, Kelly, Wall Street Journal Complete Retirement Guidebook
Three Rivers Press, New York, 2007, $14.95
http://www.amazon.com/s/ref=nb_sb_noss?url=search-alias%3Dstripbooks&field-keywords=glenn+ruffenach
How to tailor a financial plan for the lifestyle you want.
Trafford, Abigail, My Time: Making the Most of the Bonus Decades After 50
Basic Books, 2004, $14.50
http://www.amazon.com/My-Time-Making-Bonus-Decades/dp/0465086748/ref=sr_1_3?s=books&ie=UTF8&qid=1288037205&sr=1-3
Trafford skillfully guides readers through the obstacles, encouraging them to take full advantage of the bonus decades between middle and old age. She blends personal stories with expert opinions and the latest research on life development.
Vernon, Steve, "Recession-Proof Your Retirement Years", Integrative Adviser
Association for Integrative Financial and Life Planning, March 2010 (Vol. 3, No. 1), Free
http://www.aiflp.org/pdfs/IntegrativeAdviserNo0301.pdf
Vernon argues that building wealth is a different problem from developing reliable sources of income in one's retirement years. He shares smart steps that people can take to recession-proof their retirement years.
Zelinski, Ernie J., How to Retire Wild, Happy and Free
Ten Speed Press, 2007, $16.95
http://www.amazon.com/How-Retire-Happy-Wild-Free/dp/096941949X/ref=sr_1_1?s=books&ie=UTF8&qid=1288186268&sr=1-1
Zelinski paints a picture of retirement so appealing you will wish you had retired years ago. He hits topics such as lifelong learning, relocation, the importance of friendships, and creative travel options. His seven page list of “activities for your get-a-life tree” helps get the reader started.