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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Consumers/clients: Late career, retirement
Structure: Other / general / not specified
Structure: Other / general / not specified
Borchard, David C., with Donohoe, Patricia A., Joy of Retirement, The
American Management Association, 2008, $16.95
Borchard effectively focuses the reader on making a meaningful, successful transition from career to something new.
Civic Ventures
Active in: USA
114 Sansome Street, Suite 850, San Francisco, CA 94104
Telephone:415-430-0141
Fax:415-430-0144
info@civicventures.org
http://www.civicventures.org/index.cfm
Through an inventive program portfolio, original research, strategic alliances, and the power of people´s own life stories, Civic Ventures demonstrates the value of experience in solving social problems. It works to define the second half of adult life as a time of individual and social renewal.
Cohen, Gene D., Purpose, Potential, and Productivity in Later Life: A 21st Century Retirement Study
http://www.gwumc.edu/cahh/pdf/21st%20Century%20Retirement%20Study.pdf, Free
Cohen summarizes results from the 21st Century Retirement Study of factors that promote purpose, potential, and productivity, and presents many helpful observations and ideas, including his concept of the “Social Portfolio.'
Coming of Age
Active in: USA
c/o The Intergenerational Center at Temple University, 1700 N. Broad Street, Room 412 Philadelphia, PA 19122
Telephone:215-204-8585
Fax:215-204-3195
http://www.comingofage.org/
Helps people 50+ explore their future; connect and contribute through opportunities, both paid and unpaid, in their communities; and provides training to nonprofits about how to build their capacity to capture the energy and expertise of this population.
Corbett, David, with Higgins, Richard, Portfolio Life: The New Path to Work, Purpose, and Passion After 50
John Wiley & Sons, 2007, $24.95
Dave Corbett's book turns two simple ideas into a program for life-enrichment, that you can create a life expressly for yourself and that the so-called retirement years are the best time to do it.
Davidson, Sara, LEAP: What Will We Do with the Rest of Our Lives?
Ballantine Books, 2008, $15.00
Davidson interviews people from across the country and from all walks of life, including such icons as Carly Simon, Tom Hayden, Tracy Kidder, Jane Fonda, Ram Dass, and Iman, as well as teachers, writers, psychologists, businesspeople, and spiritual leaders, to help us thing through: what comes next?
Discovering What's Next
Active in: MA
330 Homer Street, Newton, MA 02459
Telephone:617-796-1419
info@discoveringwhatsnext.com
http://www.discoveringwhatsnext.org/
DWN helps midlife and older adults negotiate the transition we experience as we approach and journey through retirement, drawing on the expertise of volunteers and peers in the community to share knowledge, networks, and advice across a broad range of issues.
Ekerdt, David J., "Frontiers of Research on Work and Retirement", Journal of Gerontology: Social Sciences, January 2010 (Vol. 65B, No. 1)
http://psychsocgerontology.oxfordjournals.org/content/65B/1/69.abstract
Ekerdt reviews the shifting boundary between work and retirement, identifying areas that call for further research, and warning we should be wary of prescribing regimes of behavior for late careers and retirement that many people are unsuited to fulfill.
Job and Career Resources for Mature and Older Job-Seekers (Quintessential Careers)
http://www.quintcareers.com/mature_jobseekers.html, Free
This site can link you to advice on various issues relating to job seeking by older workers, as well as other sites for people in this group.
Maestas, Nicole, et al, “When I’m 64:” How Aging U.S. Baby Boomers Have Begun to Carry That Weight
RAND Corporation, 2010, Free
http://www.rand.org/publications/randreview/issues/summer2010/boomer1.html
The review how aging and retirement are affecting Baby Boomers.
North Carolina Center for Creative Retirement
Active in: NC
Reuter Center, CPO # 5000, The University of North Carolina at Asheville, One University Heights, Asheville NC 28804-8516
Telephone:828-251-6140
ncccr@unca.edu
http://www.unca.edu/ncccr/index.htm
NCCCR has the threefold purpose of promoting lifelong learning, leadership, and community service opportunities for retirement-aged individuals. Besides serving the greater Asheville area, NCCCR collaborates with organizations in North Carolina and across the country.
Hayes, Kit Harrington, Principal, Orchestrating Life & Work Transformation with People Over 50
Active in: MA
Telephone:781-648-0373
kithayes5@gmail.com
Works with 'Third Age' clients to help orchestrate changes that will strengthen the meaningulness of their life and work.
Schlossberg, Nancy K., Revitalizing Retirement: Reshaping Your Identity, Relationships, and Purpose
American Psychological Association, 2009, $16.95
http://www.amazon.com/Revitalizing-Retirement-Reshaping-Identity-Relationships/dp/1433804131/ref=sr_1_3?s=books&ie=UTF8&qid=1288185812&sr=1-3
Describes the secret to a happy retirement, encouraging readers to reshape their identity, relationships, and purpose; and discussing several coping skills that deal with accepting change and help retirees continue to feel that they are vital members of their community and that they matter.
What's Next in Your Life? (Life Options Institute)
http://www.whatsnextinyourlife.com/, Free (but charges for telephone consultations)
Offers simple life planning tools and helpful references to other web resources for the post-retirement time of life.
"Active Living by Design", Special Supplement of the American Journal of Preventive Medicine
December 2009 (Vol. 37, No. 6)
http://www.rwjf.org/pr/product.jsp?id=52969
A table of contents and links to the relevant abstracts in this special issue are available at the web address cited.