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: Ethnic or racial groups
Body
Bloom, Barbara, and Cohen, Robin A., Young Adults Seeking Medical Care: Do Race and Ethnicity Matter?
U.S. Centers for Disease Control and Prevention, January 2011 (NCHS Brief #55), Free
http://www.cdc.gov/nchs/data/databriefs/db55.htm
Bloom and Cohen found that young Hispanic Americans are much less likely to have health insurance than their black or anglo peers, but that among the uninsured, non-Hispanic white young people are more likely to have unmet medical needs.
Brown, Helen, African American Women's Hair Issues and Engagement in Physical Activity Focus Groups: Executive Summary
AARP Public Policy Institute, November 2009, Free
http://assets.aarp.org/rgcenter/health/aahair.pdf
Brown reports that hair issues often prevent African-American women from engaging in physical activities that would benefit their health.
United States Life Tables by Hispanic Origin
U.S. National Center for Health Statistics, October 2010, Free
http://www.cdc.gov/nchs/data/series/sr_02/sr02_152.pdf
This report shows, based on data collected in 2006, that U.S. Hispanics have a life expectancy at birth of 80.6 years, which, despite their lower average socio-economic status, beats the life expectancy of non-Hispanic white Americans (78.1 years).
Mind
2010 Alzheimer’s Report: Facts and Figures
Alzheimer's Association, 2010, Free
http://www.alz.org/documents_custom/report_alzfactsfigures2010.pdf
Among other data, this publication includes a special report on race, ethnicity, and Alzheimer’s disease.
Heart
Fletcher, William, Recording Your Family History
Ten Speed Press, 1989, Out of print
http://www.amazon.com/Recording-Family-History-William-Fletcher/dp/0898153247/ref=sr_1_4?ie=UTF8&s=books&qid=1274909192&sr=1-4
Fletcher is a good source for questions and topics to ask about when doing an oral history, and includes ideas for different ethnicities, though technologically it is well out of date.
Passel, Jeffrey S., et al, Marrying Out
Pew Research Center, June 4, 2010
http://pewresearch.org/pubs/1616/american-marriage-interracial-interethnic
The authors find that one in seven U.S. marriages is now interracial or interethnic.
Soul
Sahgal, Neha, and Smith, Greg , Religious Portrait of African-Americans, A
January 2009, Free
http://pewresearch.org/pubs/1099/religious-portrait-of-african-americans
Sahgal and Greg Smith drill down into the Pew Research religious survey data to look at the African-American subset, and their generally higher level or religiousness.
Money
Hispanics and Retirement: Challenges and Opportunities
Hispanic Institute and Americans for a Secure Retirement, 2009, Free
http://www.paycheckforlife.org/uploads/white-paper-hispanics-and-retirement-english.pdf
This report indicates that Hispanic Americans face greater challenges in obtaining a secure retirement than the average population.
Munnell, Alicia H., and Sullivan, Christopher, 401(k) Plans and Race
Boston College Center for Retirement Research, November 2009, Free
http://crr.bc.edu/images/stories/Briefs/ib_9-24.pdf
The authors review recent research on racial disparities in 401(k) plan participation, and document why African-American and Hispanic workers fail to benefit as much as white workers do.
Naylor, Michael J., and Lotoala, Fialupe, Ethnicity and Retirement Wealth
Social Science Research Network, May 2011, Free
http://papers.ssrn.com/sol3/papers.cfm?abstract_id=1869465
Naylor and Lotoala find that gender and ethnicity are a strong predictor of retirement wealth even after controlling for all other factors. While the focus is on New Zealanders the results are applicable world-wide.
Perron, Rebecca, African American Experiences in the Economy: Recession Effects More Strongly Felt
AARP Public Policy Institute, February 2010, Free
http://assets.aarp.org/rgcenter/econ/economyaa.pdf
Perron finds that despite greater efforts than the general population to promote their own employability, African Americans suffered more in terms of employment, health, and overall financial well-being during the 2009 recession, and are less confident about the future than the general population.
Sicial Security and Black Women
Institute for Women’s Policy Research, May 2011, Free
http://www.iwpr.org/publications/pubs/social-security-and-black-women
This study shows that while Social Security is an extremely important source of income for black women, the program does not do as good a job meeting their needs as it could.
Home
Jones, Adrienne, et al, Racial Differences in Functioning Among Elderly Nursing Home Residents, 2004
U.S. National Center for Health Statistics, 2009, Free
http://www.cdc.gov/nchs/data/databriefs/db25.pdf
This data, though old, is telling: black residents of nursing homes tend to be more functionally impaired than residents of other races.
Structure
Johnson, Richard W., and Soto, Mauricio, Hispanic Workers: A Growing Segment of the U.S. Workforce
Urban Institute, June 2009, Free
http://assets.aarp.org/rgcenter/econ/hispanic_workers_09.pdf
The authors describe the number and share of Hispanics that are employed, where they work, how much they earn, and their attitudes toward work.
Thomas, David A., and Gabarro, John J., Breaking Through: The Making of Minority Executives in Corporate America
Harvard Business Press, 1999, $32.95
http://www.amazon.com/Breaking-Through-Minority-Executives-Corporate/dp/0875848664/ref=sr_1_9?ie=UTF8&s=books&qid=1274303999&sr=1-9
Thomas and Gabarro use lessons learned in the examination of three companies to identify behaviors and strategies for minority employees looking to get ahead.
Other / general / not specified
Bratter, Bernice and Dennis, Helen, Project Renewment: The First Retirement Model for Career Women
Scribner, 2009, $20.00
http://www.amazon.com/Project-Renewment-First-Retirement-Career/dp/0743299485/ref=sr_1_3?s=books&ie=UTF8&qid=1288185197&sr=1-3
A thought and laughter provoking book with essays on various challenges and delights experienced by groups of career women facing or into retirement. Part 2 presents a blueprint for establishing Renewment Groups, plus resources.