Financial and Life Planning Resource Directory

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Consumers/clients: Gender groups Money
Money: Retirement planning
	Siegel, Ellen R., President, Ellen R. Siegel & Associates, Inc.
		Designations: CFP,ChFC, CLU Active in: FL 7344 SW 48 Street, Suite 301, Miami, FL 33155 Telephone:305-665-2130 Fax:305-665-3504 ellen@siegelplanners.com http://www.siegelplanners.com We are advisors primarily. to baby boomer women who have come into a sum of money that needs to last them the rest of their life. We work with them to build the most appropriate portfolio, identify the most realistic spending plan, and identify the dreams they have for the second half of life.
	Women's Retirement Risks (Urban Institute), April 2011
		http://www.urban.org/publications/500224.html, Free In this video presentation, Johnson explains the financial and health challenges women commonly face with age, what retirement looks like for women in the 21st century, and policy recommendations to help women in their golden years.
	Orth, Beverly J., Evaluation of Approaches to Reducing Women’s Longevity Risks
		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-li08-3b-orth.pdf Orth examines the potential of several product and public policy strategies that could reduce the exposure of elderly women to poverty.
	Raymo, James M., et al, "Precarious Employment, Bad Jobs, Labor Unions, and Early Retirement", Journals of Gerontology Series B: Social Sciences, March 2011 (Vol. 66B, No. 2)
		http://psychsocgerontology.oxfordjournals.org/content/66B/2/249.abstract The authors report that experience of involuntary job loss and exposure to bad jobs are associated with a lower risk of retiring before age 65, whereas labor union membership is associated with a higher likelihood of early retirement – though more so for men than for women.
	Single Women in the U.S.A.: Retirement Dreams v. Financial Realities
		Transamerica Center for Retirement Studies, September 17, 2008, Free http://www.transamericacenter.org/resources/TCRS%201007%200608%20Single%20Women%20in%20USA%20(TCRS%20v4).pdf The 9th annual report in this series.
	Voon Phua and James W. McNally, "Men Planning for Retirement", Applied Gerontology, 2008 (Vol. 27, No. 5)
		http://jag.sagepub.com/cgi/content/abstract/27/5/588 Phua and McNally report that as men age they make less distinction between financial planning and pre-retirement planning.
	Women & Retirement: Current Outlook & New Opportunities
		Transamerica Center for Retirement Studies, August 2010, Free http://www.transamericacenter.org/resources/11th%20Women%20and%20Retirement%20Report.pdf Based on an extensive survey of female workers in the for-profit sector, this report reviews the impact of the recession, the current outlook, and new opportunities, including results pertaining to education and advice.
	Women and Retirement: Facing Challenges in a Recession
		Transamerica Center for Retirement Studies, 2009, Free http://www.transamericacenter.org/Resources/TCRS%202009%20WomenRetirement.pdf Noting that the 2009 recession hurt women’s retirement outlook more than men’s, this report highlights areas of concern, but also reveals opportunities to help women and all workers get back on track with their retirement savings.
Money: Other / general / not-specified
	Blayney, Eleanor, "Empowering, Educating, and Engaging Women Clients", Journal of Financial Planning, October 2010 (Vol. 23, No. 10)
		Blayney emphasizes that women do tend to have different planning needs and different financial styles, compared to men, and she discusses the ways in which advisers can be most helpful to women, and to build trust.
	Levine, Irene S., "Friendship and Money: Minimizing the Losses", March 2009
		http://www.huffingtonpost.com/irene-s-levine/friendship-and-money-mini_b_171266.html, Free A brief but helpful article discussing a few problematic issues that commonly arise between friends, especially women.