Financial and Life Planning Resource Directory

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Consumers/clients
Consumers/clients: Childhood, student years
	America's Children in Brief: Key National Indicators of Well-Being
		Federal Interagency Forum on Aging-Related Statistics, 2010, Free http://www.childstats.gov/americaschildren/index.asp An analysis of data from various U.S. government agencies pertaining to the health and welfare of children
	Beller, Emily, "Bringing Intergenerational Social Mobility Research into the Twenty-first Century: Why Mothers Matter", American Sociological Review, August 2009
		http://www2.asanet.org/journals/asr/abstracts.html Beller argues that studies of how fathers influence their children’s future financial success tell only half the story.
	Butrica, Barbara A., Three Considerations for Children's Savings Accounts
		Urban Institute, November 13, 2008, Free http://www.urban.org/UploadedPDF/411792_childrens_savings_considerations.pdf Butrica emphasizes design issues for Children's Savings Accounts that will enhance the positive impact of such accounts.
	Lusardi, Annamaria, et al, Financial Literacy among the Young: Evidence and Implications for Consumer Policy
		Pension Research Council, 2009 http://www.pensionresearchcouncil.org/publications/document.php?file=802 The authors find that fewer than one-third of young adults possess basic knowledge of interest rates, inflation, and risk diversification. Financial literacy is strongly related to sociodemographic characteristics and family financial sophistication.
	Ogden, Cynthia L., et al, Obesity and Socioeconomic Status in Children and Adolescents: United States, 2005-2008
		U.S. Centers for Disease Control, December 2010 (NCHS Brief #51), Free http://www.cdc.gov/nchs/data/databriefs/db51.htm The authors detail the childhood obesity epidemic in the U.S., which is worse among the poor, but not at all limited to the poor.
	Stolz, Richard F., "Shielding Against College Investment Hazards and Bridging the Affordability Gap", Journal of Financial Planning, February 2010 (Vol. 23, No. 1)
		Financial experts comment, focusing on investment risk, but also emphasizing the importance of understanding the big picture concerning both family finances more broadly and also issues beyond just the financial ones in college planning.
Consumers/clients: Early career
	Davidson, Liz, "Best Practices in Workplace Financial Education for the Millennials", August 2011
		http://www.401khelpcenter.com/ff/ff_best_practices_millennials_2011.html, Free Davidson informs us that “Generation Y” is saving for retirement, but perhaps not saving enough. More effort is needed to engage them, and to “move them from auto pilot to pilot.”
	Greenberg, Anna and Keating, Jessica , Personal Finances: The Final Frontier for Social Media – Results of a National Survey of Young Adults
		AARP Public Policy Institute, October 2009, Free http://assets.aarp.org/rgcenter/econ/lifetuner.pdf This report report reveals that financial issues constitute the greatest area of worry for young adults, though one they do not discuss much, even among their peers.
	Keeter, Scott, and Taylor, Paul, Millenials, The
		Pew Research Center, December 2009, Free http://pewresearch.org/pubs/1437/millennials-profile A study of the demographics and attitudes of twenty-somethings.
	Millenial Inc.: What Your Company Will Look Like When Millennials Call the Shots
		Mr Youth and Intrepid, 2010, Free http://www.millennialinc.com/Millennial_Inc_PRINTPDF.pdf This study uses several techniques to answer the question: How will the workplace change when today’s “millennial” generation takes charge ?
	Millennials, The: Confident. Connected. Open to Change
		Pew Research Center, February 2010, Free http://pewsocialtrends.org/assets/pdf/millennials-confident-connected-open-to-change.pdf A teen and twenty-something Americans, which characterizes them as confident, self-expressive, liberal, upbeat and open to change.
	Religion Among the Millennials
		Pew Research Center, February 2010, Free http://pewresearch.org/pubs/1494/millennials-less-religious-in-practice-but-beliefs-quite-traditional This study finds that while young American adults affiliate less with any particular faith and attend fewer religious services, their level of belief in God, heaven, and hell is comparable to that of their elders.
Consumers/clients: Family: Marriage
Consumers/clients: Family: Divorce, separation
Consumers/clients: Family: Widowhood, unmarried
Consumers/clients: Family: Gay, lesbian, non-traditional
Consumers/clients: Family: Parent-child or -grandchild
Consumers/clients: Family: Siblings
Consumers/clients: Mid-career, wealth-building
Consumers/clients: Late career, retirement
Consumers/clients: Aging
Consumers/clients: Ethnic or racial groups
Consumers/clients: Gender groups
Consumers/clients: Religious groups
	Kanazawa, Satoshi, "Why Liberals and Atheists Are More Intelligent", Social Psychology Quarterly, June 2010 (Vol. 72, No. 1)
		http://www.asanet.org/images/journals/docs/pdf/spq/Mar10SPQFeature.pdf Kanazawa shows how analyses of the National Longitudinal Study of Adolescent Health, and the General Social Surveys, show that adolescent and adult intelligence significantly increases adult liberalism, atheism, and men’s (but not women’s) value on sexual exclusivity.
	Shirbekk, Vegard, et al, "Secularism, Fundamentalism, or Catholicism? The Religious Composition of the United States to 2043", Journal for the Scientific Study of Religion, June 2010 (Vol. 49, No. 2)
		http://www3.interscience.wiley.com/journal/123489418/abstract The authors estimate that with the lower fertility rates that secular couples display, and continuing high immigration rates from Hispanic countries, the non-religious population will actually peak before 2043.
	Son, Joonmo, and Wilson, John, "Religiosity, Psychological Resources, and Physical Health", Journal for the Scientific Study of Religion, September 2011 (Vol. 50, No. 3)
		http://onlinelibrary.wiley.com/doi/10.1111/j.1468-5906.2011.01588.x/abstract Son and Wilson suggest that better physical health among religious people is a reflection of the psychological benefits of religion, and thus is reflected in self-ratings of health and in physical symptoms, but not in chronic illness or the need for help with activities of dialing living.
Consumers/clients: Geographic groups
Consumers/clients: Other / general / not specified