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: Mid-career, wealth-building
Body
Fustos, Kate, Racial and Socioeconomic Disparities in Old-Age Disability in the U.S.
U.S. Population Research Bureau, June 2010, Free
http://www.prb.org/Articles/2010/oldagedisability.aspx
Fustos reports that people of lower socioeconomic status did not benefit as much from declining disability rates between 1982 and 2002, and there were actually increases in disability for some groups.
Johnson, Richard W., et al, Work Ability and the Social Insurance Safety Net in the Years Prior to Retirement
Boston College Center for Retirement Research, November 2009, Free
http://crr.bc.edu/images/stories/Working_Papers/wp_2009-28.pdf
The authors investigate the problem of disability, particularly in people age 55-64, laying out data on who is affected and how badly.
MetLife Study of Working Caregivers and Employer Health Care Costs
MetLife Mature Market Institute, February 2010, Free
http://www.metlife.com/assets/cao/mmi/publications/studies/2010/mmi-working-caregivers-employers-health-care-costs.pdf
This study reports on the impact of caregiving on the health and finances of employees.
Trends and Innovations in Disability Income Insurance: An Update from America’s Health Insurance Plans
AHIP Center for Policy Research, January 2010, Free
http://www.ahipresearch.org/pdfs/Trends_DI_Insurance_Dec09.pdf
This industry association report highlights new features being offered in the health insurance industry to help meet the particular challenges of covering employee disability in a difficult economy.
Heart
Anderson, Gretchen, Love, Actually: A National Survey of Adults 18+ on Love, Relationships, and Romance
AARP Public Policy Institute, November 2009, Free
http://assets.aarp.org/rgcenter/il/love_09.pdf
73% of American adults say they are at least somewhat in love, and 31% say they are passionately in love.
Money
Structure
Other / general / not specified
Boomer Bookends: Insights into the Oldest and Youngest Boomers
MetLife Mature Market Institute, February 2009, Free
http://www.metlife.com/assets/cao/mmi/publications/studies/mmi-studies-boomer-bookends.pdf
This report compares and contrasts the characteristics of Baby Boomers at the opposite ends of this age group.
Boomers titled Boomers in the Middle: An In-Depth Look at Americans Born 1952-1958
MetLife Mature Market Institute, 2010, Free
http://www.metlife.com/assets/cao/mmi/publications/studies/2010/mmi-boomers-middle.pdf
A demographic and attitudinal study of the middle group of Baby Boomers.