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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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| National Bureau for Economic Research, August 2011, Free
http://www.nber.org/papers/w17287
In their experiment, sending an informational brochure and an invitation to a web-tutorial produced a modest but statistically significant increase in delayed retirement, compared to a control group, especially among women. |
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| Boston College Center for Retirement Research, March 2011, Free
http://crr.bc.edu/images/stories/Briefs/IB_11-4.pdf
Coe and Haverstick found that tailored advice led about two-thirds of people to change their plans. |
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| AdvisorPress, 2010, $34.95
http://www.amazon.com/Business-Life-Michael-F-Kay/dp/1603530215/ref=sr_1_1?ie=UTF8&qid=1301762277&sr=8-1
An excellent step-by-step guide to building a Financial Life Planning practice. |
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| Wiley, 2002, $36.95
http://www.amazon.com/PricewaterhouseCoopers-Guide-Charitable-Giving-LLP/dp/0471235032/ref=sr_1_1?ie=UTF8&s=books&qid=1274883501&sr=1-1
This reference book deals with the tax and accounting technicalities of different charitable giving methods. |
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| Institutional Retirement Income Council, May 2011, Free
http://iricouncil.org/docs/Evaluation%20Scorecard%20for%20Retirement%20Income%20Products.pdf
Melzer and Leinenbach of The Newport Group propose a set of five criteria for evaluating products intended to provide lifetime retirement income to plan members. |
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| U.S. Dept. of Health & Human Services Substance Abuse and Mental Health Services Administration, 2010, Free
http://download.ncadi.samhsa.gov/ken/pdf/SMA10-4515/toolkitoverview_final.pdf
A handbook containing resources to help staff in senior living communities promote mental health and prevent suicide among their residents. |
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| ASTD Press, 2008, $29.95
http://www.amazon.com/Adult-Learning-Basics-ASTD-Training/dp/1562865331/ref=sr_1_13?ie=UTF8&s=books&qid=1277756164&sr=1-13#noop
This is a good book for people who want a background in learning theory, and in how it applies in particular to workplace learning, though other topics are also covered. |
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| Pension Research Council, 2010
http://www.pensionresearchcouncil.org/publications/document.php?file=920
The authors found that survey subjects and focus group participants did not understand the key distinctions between investment advisers and broker-dealers: their duties, the titles they use, the services they offer, or the fees they charge. |
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| Venture Publ., 1998, $19.98
http://www.amazon.com/Simple-Expressions-Therapeutic-Long-Term-Facilities/dp/0910251975/ref=sr_1_1?ie=UTF8&s=books&qid=1278436836&sr=1-1
Offers very simple arts projects, probably too simple for all but the significantly impaired. |