Financial and Life Planning Resource Directory

Sponsored by

The Association for Integrative Financial and Life Planning

and The Life Planning Network

Directory Home        Lookup by Type        Lookup by Process        Lookup by Subject

Consumers/clients: Geographic groups
Body
	Brown, Robert L., and Prus, Steven G. , New Findings on the International Relationship between Income Inequality and Population Health
		Society of Actuaries / Living to 100 and Beyond Symposium, 2008, Free http://www.soa.org/library/monographs/retirement-systems/living-to-100-and-beyond/2008/january/mono-li08-2a-brown.pdf Statistical analysis does not find any correlation between income inequality and the health of the people, in developed nations. The correlation is with the overall wealth of the society, not the distribution of wealth.
	Clarke, Philippa, and Smith, Jacqui, "Aging in a Cultural Context: Cross-national Differences in Disability and the Moderating Role of Personal Control Among Older Adults in the United States and England", Journals of Gerontology Series B: Social Sciences, July 2011 (Vol. 66B, No. 4)
		http://psychsocgerontology.oxfordjournals.org/content/66B/4/457.abstract Clarke and Smith find that older Americans have a higher sense of personal control than the British, which operates as a psychological resource to reduce disability among older Americans. However, the benefits of control are reduced as physical impairments become more severe.
	Purvis, Leigh , Quick Health Facts 2010
		AARP Public Policy Institute, August 2010, Free http://assets.aarp.org/rgcenter/health/d19305_healthfacts_QuickFacts2010.pdf A snapshot of each state’s health care landscape by providing comparable state-level and national data for over 70 indicators.
	Shields, Margot, et al, Adult Obesity Prevalence in Canada and the United States
		U.S. Centers for Disease Control, March 2011 (NCHS Brief #56), Free http://www.cdc.gov/nchs/data/databriefs/db56.htm The authors show that while obesity is a problem in both Canada and the U.S., it is worse, and increasing faster, in the U.S. than in Canada, in general and within gender and ethnic groups.
Mind
	Fortinsky, Richard H., et al, "Primary Care Physicians’ Dementia Care Practices: Evidence of Geographic Variation", Gerontologist, April 2010 (Vol. 50, No. 2)
		http://gerontologist.oxfordjournals.org/content/50/2/179.abstract The authors found that medication prescription patterns, community resource referral patterns, and reported barriers to optimal dementia care vary considerably by geography and age among primary care physicians dealing with dementia patients.
	Gerstorf, Denis, et al, "Where People Live and Die Makes a Difference: Individual and Geographic Disparities in Well-being Progression at the End of Life", Psychology and Aging, September 2010 (Vol. 25, No. 3)
		http://psycnet.apa.org/index.cfm?fa=browsePA.volumes&jcode=pag The authors report that individuals living and dying in less affluent counties report lower late-life well-being, controlling for key individual predictors, including age at death, gender, education, and house-hold income.
Heart
	Aknin, Lara B., et al, Prosocial Spending and Well-Being: Cross-Cultural Evidence for a Psychological Universal
		National Bureau of Economic Research, October 2010, $5.00 http://www.nber.org/papers/w16415 The authors provide evidence based on data from 136 countries that the reward experienced from helping others may be deeply ingrained in human nature, emerging in diverse cultural and economic contexts.
Soul
	Deaton, Angus S., Aging, Religion, and Health
		National Bureau of Economic Research Working Papers, August 2009, $5.00 http://www.nber.org/papers/w15271 Deaton uses data from the Gallup World Poll to study correlations between religiosity, gender, health, and other factors. His findings support the customary observations, but reveal additional details - and also variations by country.
	How Religious Is Your State?
		Pew Research Center, January 2010, Free http://pewresearch.org/pubs/1449/states-ranked-by-religiosity-four-measures A state-by-state analysis of religiousness, based on the importance of religion in people's lives, frequency of attendance at worship services, frequency of prayer, and absolute certainty of belief in God.
	Huijts, Tim, and Kraykaamp, Gerbert, "Religious Involvement, Religious Context, and Self-Assessed Health in Europe", Journal of Health and Social Behavior, March 2011 (Vol. 52, No. 1)
		http://hsb.sagepub.com/content/52/1/91.abstract Huijts and Kraykaamp find, based on a 28-nation analysis, that individual religious attendance is positively related to self-assessed health in Europe, and that Protestants feel healthier than Catholics.
Money
	Bucher-Koenen, Tabea, and Lusardi, Annamaria, Financial Literacy and Retirement Planning in Germany
		National Bureau for Economic Research, June 2011, $5.00 http://www.nber.org/papers/w17110 Th authors examine levels of financial literacy and retirement planning in Germany, finding different patterns than in the U.S. and also different patterns between the former East and West German territories. But overall, their analysis supports the value of financial literacy in Germany.
	Elwell, Craig K., Saving Rates in the United States: Calculation and Comparison
		Congressional Research Service, September 14, 2010, Free http://assets.opencrs.com/rpts/RS21480_20100914.pdf Elwell explains how national saving is measured, presents recent estimates of saving rates in the United States, and, for comparison, provides those of other major industrial countries.
	Future of Retirement, The: It’s Time to Prepare
		HBSC, 2009, Free http://www.hsbc.com/1/2/retirement/interactive-report In their fifth annual review, HBSC reports on a “perfect storm” of need and unpreparedness, in countries including Brazil, Canada, China, Dubai, France, Hong Kong, India, Japan, Mexico, Saudi Arabia, Singapore, South Korea, Turkey, the UK, and the US.
	Lusardi, Annamaria, and Mitchell, Olivia S., Financial Literacy Around the World
		National Bureau for Economic Research, June 2011, $5.00 http://www.nber.org/papers/w17107 Lusardi and Mitchell study the prevalence and value of financial literacy in a variety of countries.
	SunLife Unretirement Index (Sun Life)
		http://www.sunlife-usa.com/unretirementindex/index.cfm, Free Offers results of separate retirement surveys for the U.S. and Canada.
Other / general / not specified
	Hayashi, Chiemi, et al, Transforming Pensions and Healthcare in a Rapidly Ageing World: Opportunities and Collaborative Strategies
		World Economic Forum, 2009, Free http://www.weforum.org/pdf/scenarios/Transforming-Pensions-Healthcare.pdf The authors argue for effective multi-stakeholder collaboration, transformational changes in thinking, and integrated retirement and healthcare solutions.