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| http://psycnet.apa.org/journals/amp/66/3/180/
Adams and Rau conclude that although psychology has begun to play a role in understanding and addressing retirement preparation, there are considerable opportunities for psychologists to engage with this issue in their research and applied work. |
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| Dearborn Trade Publishing, 2002, $35.00
Anthony shows financial professionals how to develop a practice using a new and holistic approach to financial planning. |
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| http://www.flponline.net/
FLP Online is an interactive web-based financial life planning program full of planning tools and resources to help financial services professionals understand and apply financial life planning into their practices. |
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| Thrivent Financial for Lutherans, Summer 2008
http://news.thrivent.com/newsroom/news/index.phtml?id=486
Notice of results, reporting that while most people who get financial advice for their retirement years have been very happy that they did, most older consumers say they do not want this kind of help. |
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| http://psycnet.apa.org/journals/amp/66/3/170/
Schultz and Wang emphasize how psychologists understand and research retirement, more than on how to help clients cope with it. |
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| 2007, Free
http://www.accountabilitycoach.com/bw/requestreport.php
Free report, available by request. |
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| www.aiflp.org/pdfs/IntegrativeAdviserNo0101.pdf
White Paper used to establish the Association for Integrative Financial and Life Planning |
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| http://jag.sagepub.com/cgi/content/abstract/29/3/371
The authors studied the close relationships between older patients and their hairdressers, which the authors say point toward the potential inclusion of stylists in community gatekeeper programs that provide an important link between in-formal and formal helping networks. |
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| Association for Integrative Financial and Life Planning, Bi-Monthly, Free
http://www.aiflp.org/AIFLP_publications.htm
A journal to help define and develop what integrative, holistic planning is and how it can work, to promote its adoption, and to advocate for issues that will support clients receiving such advice |
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| Dubofsky and Sussman present the eye-opening results of a survey of 1,374 financial planners about their involvement with coaching and life planning within their practices. |
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| Duska asks: Aside from encouraging your client to plan, is there more you should do? As a professional advisor, should concern for a client go past the concern for the financial interest? What sorts of questions should one ask? What sort of help should one give? |
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| http://www.aiflp.org/pdfs/IntegrativeAdviserNo0303.pdf, Free
Gallagher highlights the importance of integrative life planning, especially for people in the second half of life, and discusses the ways in which the Life Planning Network supports the movement of advisors, coaches, and counselors in this direction. |
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| Garmaise employs a new measure of financial well-being — the subjective assessment of financial security and stability — and provides specific recommendations for how patterns in financial well-being can be deployed to frame financial advice |
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| Jetton makes the case for holistic planning, and collaboration between financial planners and other advising professionals. |
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| TIAA-CREF Institute, August 2009, Free
http://www.tiaa-crefinstitute.org/pdf/research/trends_issues/ti_financialplanning0809a.pdf
Jetton describes the scope, importance, methods, and success measurement of holistic planning, urging traditional financial planners to step up to this kind of approach. |
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| http://www.aiflp.org/pdfs/IntegrativeAdviserNo0403.pdf, Free
Laura discusses two business models that advisers are using to raise awareness about non-financial retirement issues and what they are doing to generate new business. |
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| www.aiflp.org/pdfs/IntegrativeAdviserNo0101.pdf
Makes the case for an approach to advising clients that spans all seven domains of life and that takes into account future stages of life, up to and including death. |
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| www.aiflp.org/pdfs/IntegrativeAdviserNo0103.pdf
Argues that as a matter of ethical principle or ethical consequence advisors - financial and otherwise - are obliged, even compelled, to take a broader and more integrative approach to advising their clients than their narrow specialty affords |
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| The authors argue strongly for collaboration between financial advisors and financial therapists, and provide very practical advice on how to do this in a beneficial, productive fashion. |
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| http://www.aiflp.org/pdfs/IntegrativeAdviserNo0302.pdf, Free
Describes why 'well-being' is an ideal organizing concept for holistic planning, and describes a specific approach to implementing that concept. |
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| Sussman and Dubofsky address the personal, professional, and ethical implications of holistic approaches to planning. |
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| http://www.aiflp.org/pdfs/IntegrativeAdviserNo0104.pdf, Free
Yanikoski presents an overview of a holistic planning concept for older clients, based on information about their metaphysical stance, their personalities, and the facts and circumstances of their lives. |
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| Still River Retirement Planning Software, Inc., August 2009, Free
http://www.stillriverretire.com/Downloads/IntegrativePlanning_paper.pdf
Yanikoski argues that integrative planning is inevitably in our future, and outlines how it might work. |