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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Consumers/clients: Ethnic or racial groups
Body
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.
Mair, Christine A., "Social Ties and Depression: An Intersectional Examination of Black and White Community-Dwelling Older Adults", Journal of Applied Gerontology, December 2010 (Vol. 29, No. 6)
http://jag.sagepub.com/content/29/6/667.abstract
Mair documents how racial differences also play a big role, along with gender differences, in the connection between social relationships and depression in older adults.
Shaw, Benjamin A., et al, "Age and Race Differences in the Trajectory of Self-Esteem", Psychology and Aging, March 2010 (Vol. 25, No. 1)
http://psycnet.apa.org/index.cfm?fa=browsePA.volumes&jcode=pag
The authors found that young people tend to show increases in self-esteem over time, and elderly people show decreases, but they found no differences based on race.
Heart
Beach, Scott R., et al, "Financial Exploitation and Psychological Mistreatment Among Older Adults: Differences Between African Americans and Non-African Americans in a Population-Based Survey", Gerontologist, December 2010 (Vol. 50, No. 6)
http://gerontologist.oxfordjournals.org/content/50/6/744.abstract
The authors find higher levels of financial exploitation in African American families, along with some racial differences in psychological mistreatment.
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ask about when doing an oral history, and includes ideas for different ethnicities, though technologically it is well out of date.
Litwin, Howard, "Social Networks and Well-being: A Comparison of Older People in Mediter-ranean and Non-Mediterranean Countries", Journals of Gerontology (Social Sciences): Series B, September 2010 (Vol. 65B, No. 5)
http://psychsocgerontology.oxfordjournals.org/content/65B/5/599.abstract
Litvin finds that the social network phenomenon is contextually bound: the social networks of older people should be seen within their unique regional milieu and in relation to the values and social norms that prevail in different sets of societies.
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
Glicksman, Allen, and Koropeckyj-Cox, Tanya , "Aging Among Jewish Americans: Implications for Understanding Religion, Ethnicity, and Service Needs", Gerontologist, December 2009 (Vol. 49, No. 6)
http://gerontologist.oxfordjournals.org/cgi/content/abstract/49/6/816
The authors conclude that common assumptions about the links between religious identification, beliefs, practices, and communal solidarity need to be reassessed, based on their results.
Krause, Neal, and Bastina, Elena, "Religion, Suffering, and Self-rated Health Among Older Mexican Americans", Journals of Gerontology Series B: Social Sciences, March 2011 (Vol. 66B, No. 2)
http://psychsocgerontology.oxfordjournals.org/content/66B/2/207.abstract
Krause and Bastina report that older Mexican Americans who use their faith to find something positive in the face of suffering tend to rate their health more favorably. But those who believe it is important to suffer in silence tend to rate their health less favorably.
Lewis, Jordan P., "Successful Aging Through the Eyes of Alaska Native Elders. What It Means to Be an Elder in Bristol Bay, AK", Gerontologist, August 2011 (Vol. 51, No. 4)
http://gerontologist.oxfordjournals.org/content/51/4/540.abstract
Lewis reports on interviews with 26 elders in southwest Alaska, from which he identified four key characteristics that appear to define eldership in native communities there: emotional well-being, community engagement, spiritu-ality, and physical health.
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.
John, David C., "Disparities For Women and Minorities in Retirement Saving", September 1, 2010
http://www.brookings.edu/testimony/2010/0901_retirement_saving_john.aspx, Free
In this review article, John summarizes three related research papers for the Brookings Institution.
Kim, Bum Jung, and Torres-Gil, Fernando, "Social Security and Its Impact on Older Latinos", Journal of Applied Gerontology, February 2011 (Vol. 30, No. 1)
http://jag.sagepub.com/content/30/1/85.abstract
Kim and Gil-Torres argue that, for several reasons, Social Security tends to be a particularly good financial arrangement for Latinos.
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
Heejung, S. Kim, et al, "Culture and Social Support", American Psychologist, September 2008 (Vol 63, No. 6)
http://psycnet.apa.org/index.cfm?fa=buy.optionToBuy&id=2008-12151-002
The authors' study suggests that Asians and Asian-Americans are significantly less likely to use social support networks in dealing with problems.
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.