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| Active in: USA
http://www.aarp.org/
Information, advice, and products for people age 50 and up. |
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| Savvy Sisters Press, 2004
The authors include over 200 tips, resources and exercises for planning at midlife. They guide the reader through a three step planning process to
identify and assess typical midlife issues and opportunities, clarify needs and wants and develop a plan.
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| www.aiflp.org/pdfs/IntegrativeAdviserNo0101.pdf
Discusses women's retirement issues and the use of 'Renewment' groups to help women deal with them. |
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| MetLife Mature Market Institute, 2009, Free, but you need to contact them for the accompanying DVD
http://www.metlife.com/assets/cao/mmi/publications/studies/mmi-discovering-what-matters-workbook.pdf
A wide-ranging, though not detailed, workbook for consumers to explore the big decisions they face in the second half of life. |
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| Wiley, 2006, $14.95
http://www.amazon.com/Power-Years-Users-Guide-Rest/dp/0470051329/ref=sr_1_6?s=books&ie=UTF8&qid=1288037567&sr=1-6
Dychtwald replays familiar 'rediscover and take charge' themes in areas such as dream jobs, vital relationships, lifelong learning, where and how to live, and financial freedom. |
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| Active in: CA
9100 Wilshire Blvd, Suite 720, Los Angeles, CA 90212
Telephone:310-482-9448
alex@finestonepartners.com
Alexandra is a financial planning and certified Hudson Institute Coach interested in the integration of financial planning with transition coaching. |
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| Penguin Group (Avery), 2008, $23.95 (U.S.)
The 'Retirement Docs' have identified eight key factors that determine the likelihood of a successful retirement. They provide quizzes and analyses that help the reader score him/herself on these eight scales, and understand their significance. |
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| Harry N. Abrams Publisher, 2004, $14.95
http://www.amazon.com/Looking-Forward-Optimists-Guide-Retirement/dp/B000EXYZXG/ref=sr_1_5?ie=UTF8&s=books&qid=1288185431&sr=1-5
Freudenheim offers innovative ways to think about our lives once work is no longer central. Holistic in approach, the book address issues such as attitude, relationships, and physical and mental fitness, with chapters on working, volunteering, traveling, spiritual pursuits, romance and play. |
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| Beaver's Pond Press, 2009, $24.95
http://www.amazon.com/Journeywell-Guide-Quality-Trish-Herbert/dp/1592982913/ref=sr_1_1?ie=UTF8&s=books&qid=1288185519&sr=1-1
A comprehensive and wise guide for navigating the myth-shrouded, oft-resisted and wondrous terrain of later life. Exercises, resources, stories, cartoons offer something for any reader to help them “Wake up! Show up! Lighten up!” |
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| Hudson Institute Press, 2000, $24.95
http://www.amazon.com/Life-Launch-Passionate-Guide-Rest/dp/1884433847/ref=sr_1_5?s=books&ie=UTF8&qid=1288036815&sr=1-5
Provides the tools for productivity approaching change during our adult years with confidence, vigor and excitement, whatever our age or situation. |
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| Urban Institute, February 2009, Free
http://www.urban.org/UploadedPDF/411840_rules_of_retirement.pdf
This report takes a sensible, overall look at the financial quandaries facing retirees to-day. |
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| Active in: USA
info@lifeplanningnetwork.org
http://www.lifeplanningnetwork.org/
LPN is a community of professionals from diverse fields who share a commitment to providing a broad spectrum of Life Planning services and resources for the Third Age, embodying the energy and power inherent in collective expertise, collaboration, learning and leadership. |
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| MEI Publishing, Revised annually, $15.00 (U.S.)
The authors cover the gamut of retirement issues in an efficient way, with worksheets and explanations geared to answering a large number of specific concerns. |
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| MetLife Mature Market Institute, May 2010, Free
http://www.metlife.com/assets/cao/mmi/publications/studies/2010/mmi-retirement-readiness-workbook-.pdf
Metlife is offering a basic assessment of “retirement readiness” in 15 areas, grouped into six categories. |
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| Ten Speed Press, 2010, $16.99
Tackles retirement readiness in terms of money, health, and happiness, using the latest research from economics, medicine, and psychology. This books aims to inspire readers to take the helm of their retirement destinies, while fulfilling their lifelong goals, passions, and dreams. |
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| Collins Living, 2003, $13.95
http://www.amazon.com/Second-Acts-Creating-Really-Building/dp/0060514884/ref=sr_1_1?s=books&ie=UTF8&qid=1288187332&sr=1-1
A guide to reinventing your life whether you are at the beginning of your career or about to retire. The authors posit that barriers to a rich and rewarding life are self-imposed and can by overcome, and provide practical success stories from from their own lives and those of their clients. |
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| http://www.roadmaptomeaningfulmidlife.com/, Price ranges from $19.98 to $49.95
This offering combines audio tapes and a printable workbook that are helpful for people still in their 50s or early 60s figure out where to go next in life and how to get there. |
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| Three Rivers Press, New York, 2007, $14.95
http://www.amazon.com/s/ref=nb_sb_noss?url=search-alias%3Dstripbooks&field-keywords=glenn+ruffenach
How to tailor a financial plan for the lifestyle you want. |
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| http://www.seniordiscounts.com/, Free
Lists over 150,000 businesses willing to give discounts to older patrons. You can use this site to find all kinds of businesses that are trying to attract this clientele. Those are the places most likely to be willing to help meet any special needs you have. |
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| http://seniors-site.com/
Information, support, and fun for seniors. |
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| Active in: MA,NH,RI,CT,VT,ME,NY,NJ
Available for speaking
69 Lancaster County Rd., Harvard, MA 01451
Telephone:978-456-7971
Fax:978-456-7972
csy@StillRiverRetire.com
http://StillRiverRetire.com
Advice and support on tools, methods, and services to assist retirees and near-retirees make the transition into retirement, from both a financial and non-financial perspective. |
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| http://www.thirdage.com/, Free
A site providing a wide variety of information for Baby Boomers entering or in the second half of life. |
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| Basic Books, 2004, $14.50
http://www.amazon.com/My-Time-Making-Bonus-Decades/dp/0465086748/ref=sr_1_3?s=books&ie=UTF8&qid=1288037205&sr=1-3
Trafford skillfully guides readers through the obstacles, encouraging them to take full advantage of the bonus decades between middle and old age. She blends personal stories with expert opinions and the latest research on life development. |
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| Active in: USA
University of Michigan, P.O. Box 1248, Ann Arbor, MI 48104
Telephone:734-615-0422
Fax:734-615-2180
mrrc@isr.umich.edu
http://www.mrrc.isr.umich.edu/
MMRC promotes high-quality research on retirement and Social Security policy, communicates findings to the policy community and the public, enhances access to relevant research data, and helps to train new scholars. |
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| http://psycnet.apa.org/index.cfm?fa=buy.optionToBuy&id=2008-07367-017
The authors studed Danish retirees to distinguish between satisfaction with the retirement process and satisfaction with retirement itself, arguing that different factors are determinative in each. |
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| Association for Integrative Financial and Life Planning, March 2010 (Vol. 3, No. 1), Free
http://www.aiflp.org/pdfs/IntegrativeAdviserNo0301.pdf
Vernon argues that building wealth is a different problem from developing reliable sources of income in one's retirement years. He shares smart steps that people can take to recession-proof their retirement years. |
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| http://www.aiflp.org/pdfs/IntegrativeAdviserNo0201.pdf, Free
Yanikoski outlines in detail the financial and non-financial issues people face in retirement, and the procedural issues that come up in the course of addressing them. |
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| Ten Speed Press, 2007, $16.95
http://www.amazon.com/How-Retire-Happy-Wild-Free/dp/096941949X/ref=sr_1_1?s=books&ie=UTF8&qid=1288186268&sr=1-1
Zelinski paints a picture of retirement so appealing you will wish you had retired years ago. He hits topics such as lifelong learning, relocation, the importance of friendships, and creative travel options. His seven page list of “activities for your get-a-life tree” helps get the reader started. |