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
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Other / general / not specified
Bachrach, Anne M., Excuses Don't Count - Results Rule!
Seraph Publishing, 2008, $24.95 for paperback, $14.95 for e-book, $27.00 for Book on audio (Combo of e-book and audio is only $30)
http://www.accountabilitycoach.com/bw/resultsruletoc.php
Through this book, you will discover how to enhance your overall quality of life by having a proven framework and easily implementable system for achieving your goals in the time-frame you want it. You will learn how to hit your personal and professional goals with absolute certainty.
Banks, Brian W., Activities for Older People, A Practical Workbook of Art and Craft Projects
Butterworth-Heinemann, 2000, $64.95
http://www.amazon.com/Activities-People-practical-workbook-projects/dp/0750647418/ref=sr_1_17?ie=UTF8&s=books&qid=1278437015&sr=1-17
Describes projects that are best suited to those who are still reasonably adept mentally and manually.
Bornstein, David, How to Change the World: Social Entrepreneurs and the Power of New
Oxford University Press, 2007, $15.95
http://www.amazon.com/How-Change-World-Entrepreneurs-Updated/dp/0195334760/ref=sr_1_1?s=books&ie=UTF8&qid=1288205452&sr=1-1
Profiles nine champions of social change to draw lessons on how to promote social entrepreneurship.
Clifford, Denis, Nolo's Simple Will Book
NOLO, 2007
http://www.amazon.com/Nolos-Simple-Denis-Clifford-Attorney/dp/1413307132/ref=sr_1_10?ie=UTF8&s=books&qid=1274892414&sr=1-10
Enables you to write a simple will valid in any U.S. state except Louisiana.
Cooperstein, Steve, Implications of the Perceptions of Post Retirement Risk for the Life Insurance Industry: Inside Track Marketing Opportunity
Society of Actuaries, March 2011, Free
http://retirementincomejournal.com/upload/567/Cooperstein_Paper.pdf
This massive paper is geared toward life insurance company marketing and product development people, but is one of the best overall sources on the background of the “retirement income” business, including ideas that have been tried as well as new ideas that might be tried.
Cowell, Michael J., Health, Wealth and Wisdom — Living Long, Living Well: An Actuary Muses on Longevity
Society of Actuaries / Living to 100 and Beyond Symposium, January 2008, Free
http://www.soa.org/library/monographs/retirement-systems/living-to-100-and-beyond/2008/january/mono-li08-6b-cowell.pdf
Cowell links health care costs to cell biology and gerontology, both in the U.S. and internationally.
Goetting, Marsha A., Life Insurance: An Estate Planning Tool
Montana State University Extension, 2009, Free
http://msuextension.org/publications/familyfinancialmanagement/mt199211hr.pdf
An objective introduction to the use of life insurance for estate planning
Hopkins, Bruce R., Charitable Giving Law Made Easy
Wiley, 2006, $41.95
http://www.amazon.com/Charitable-Giving-Law-Made-Easy/dp/0471783536/ref=sr_1_15?ie=UTF8&s=books&qid=1274893332&sr=1-15
Hopkins addresses the ins and outs of charitable trusts (and other forms of charitable giving) in a way that clarifies the issues and potential traps you need to know about before you venture into this territory.
King, Sonya E., All About Medicare 2010: Hospital Insurance, Medical Insurance, Prescription Drug Insurance, Medigap, Medicaid
National Underwriter, 2010
http://www.amazon.com/All-About-Medicare-2010-Prescription/dp/087218997X/ref=sr_1_5?ie=UTF8&s=books&qid=1279909077&sr=1-5
An up-to-date reference for professionals (and useful for consumers, too).
Livingston, Richard, Charitable Giving Methods: What Nonprofits Need to Know — and Need to Tell Their Donors
2005, Free
http://www.cpgr.org/lal/files/File/uploads/Methods.pdf
A nice write-up about issues that crop up in charitable giving. It is intended for charitable organizations, but is informative for potential donors as well.
Munnell, Alicia H., et al, Update on Locally-Administered Pension Plans, An
Boston College Center for Retirement Research, July 2011, Free
http://crr.bc.edu/images/stories/Briefs/SLP18.pdf
The authors address the status of county and municipal plans. These are about as well (or poorly) funded as state-level plans, they report, which is better than many people assume, but not good enough for real comfort.
Silk, Roger D., and Lintott, James W., Creating a Private Foundation: The Essential Guide for Donors and Their Advisers
Bloomberg Press, 2003, $55.00
http://www.amazon.com/Creating-Private-Foundation-Essential-Advisers/dp/1576601366
Silk and James W. Lintott help you avoid the unpleasant surprises that often arise when people set up foundations on their own.
Soto, Maurice, Assessment of Life-Cycle Funds
Boston College Center for Retirement Research, May 2008, Free
http://crr.bc.edu/images/stories/Working_Papers/wp_2008-10.pdf?phpMyAdmin=43ac483c4de9t51d9eb41
The authors offer an assessment of life-cycle funds that balances their expected benefits against their higher costs.
United States Senate Special Committee on Aging, Person-Centered Care: Reforming Services and Bringing Older Citizens Back to the Heart of Society
July 23, 2008, Free
http://aging.senate.gov/hearing_detail.cfm?id=301129&
Statements and testimony by Sen. Herb Kohl, Sen. Gordon H. Smith, Sen.Senator Robert P. Casey, Jr., Prof. William Thomas, MD, Robert Jenkens, Melinda Abrams, Dr. Eric Coleman, Zoe Holland, Edna Hess, and Dr. Diane White
Vella, Jane, Learning to Listen, Learning to Teach: The Power of Dialogue in Educating Adults
Jossey-Bass, 2002, $38.00
http://www.amazon.com/Learning-Listen-Teach-Dialogue-Educating/dp/0787959677/ref=sr_1_8?ie=UTF8&s=books&qid=1277756060&sr=1-8
An excellent guide if you aspire to teach other adults.
Wolf, Jeff, et al, Roadmap to Success: America's Top Intellectual Minds Map Out Successful Business Strategies
Insight Publishing Company, 2008, $19.95
http://www.accountabilitycoach.com/bw/RoadmapToSuccess.php
Roadmap to Success features the thinking of Ken blanchard Jeff Wolf, Steve Covey, Anne bachrach and eleven others, shedding light on the authors' proven strategies and techniques in their fields.