Financial and Life Planning Resource Directory

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Advisers: Best practices Money
Money: Retirement planning
	Coe, Norma B., and Haverstick, Kelly, How Can Customized Information Change Financial Plans?
		Boston College Center for Retirement Research, March 2011, Free http://crr.bc.edu/images/stories/Briefs/IB_11-4.pdf Coe and Haverstick found that tailored advice led about two-thirds of people to change their plans.
	Melzer, Mendel A., andLeinenbach, Julie, Evaluation Scorecard for Retirement Income Products
		Institutional Retirement Income Council, May 2011, Free http://iricouncil.org/docs/Evaluation%20Scorecard%20for%20Retirement%20Income%20Products.pdf Melzer and Leinenbach of The Newport Group propose a set of five criteria for evaluating products intended to provide lifetime retirement income to plan members.
	Yanikoski, Charles S., "Integrated Financial Planning for People Facing Retirement", Integrative Adviser, October 2008 (Vol. 1, No. 2)
		www.aiflp.org/pdfs/IntegrativeAdviserNo0103.pdf, Free Yanikoski argues that current tools for financial planners, especially those serving older clients, are not sufficiently comprehensive, detailed, and integrated.
Money: Investments, asset management
	Basu, Somnath, Professor of Finance; Dirctor, California Institute of Finance
		Designations: PhD Active in: USA, International Available for speaking 60 W. Olsen Rd. # 3500, Thousand Oaks, CA 91360 Telephone:805-493-3980 Cell phone:805-405-4448 Fax:805-493-3312 basus@verizon.net www.agebander.com Professor of Finance, California Lutheran University and Helsinki School of Economics. Has created innovative and proprietary software solutions for the personal financial & investment industry. Dr. Basu's AgeBander Model for Retirement Planning is being taught in CFP programs nationwide.
Money: Social Security, pensions, annuities
	IRA Quick Reference Guides (Appleby Retirement Consulting Inc), Updated annually
		http://www.applebyconsultinginc.com, $99.97 for the entire set or $19.97 each Concise guides on IRA beneficiary options, Roth IRA distributions, portability of retirement accounts, IRA deductibility, and comparing Roth IRAs and traditional IRAs.
Money: Health care costs, insurance
	Armes, David, "Long-Term Approaches to Managing Retirement Healthcare Costs", Journal of Financial Planning, December 2009 (Vol. 22, No. 12)
		Armes explains how advisers can evaluate the various options by estimating the price of excellent insurance, and identifying which coverage options (especially catastrophic protection) are important to a given client.
Money: Life insurance, legacy planning, estate planning
	Leimberg, Stephan R., et al, "Life Settlements: Know When to Hold and Know When to Fold (A Professional Advisor’s Guide to the Life Settlement Decision-Making Process)", Journal of Financial Service Professionals, 2008
		The authors offer a method for analyzing when life settlements are appropriate.
Money: Other / general / not-specified
	Casserly, Julie Murphy, "Understanding Your Clients Financial DNA: Help Your Clients Change How They Feel About Money", Integrative Adviser, December 2008 (Vol. 1, No. 4)
		http://www.aiflp.org/pdfs/IntegrativeAdviserNo0104.pdf Casserly discusses specific issues and techniques dealing with clients' emotional responses to money and finances.
	Financial Life Planning Institute
		Active in: USA Telephone:866-FLP-2007 info@mitchanthony.com http://www.mitchanthony.com/MA_Tools.html An organization, founded by Mitch Anthony, focused on educating, training and developing tools for financial advisors in a discovery process called Financial Life Planning™.
	Journal of Financial Planning
		Financial Planning Association http://www.fpajournal.org/ The mission of the Journal of Financial Planning is to expand the body of knowledge of the financial planning profession. by providing monthly feature articles, interviews, columns, and peer-reviewed technical contributions.
	Lampert, Amy, "How Non-Financial Advisors Can Participate in and Improve Financial Planning", Integrative Adviser, December 2009 (Vol. 2, No. 4)
		http://www.aiflp.org/pdfs/IntegrativeAdviserNo0204.pdf Lampert reviews how life coaches can supplement and improve the financial planning process.
	Olson, Bryan, and Riepe, Mark W., "Improving the Adviser-Client Relation-ship, Part 1", Journal of Financial Planning, December 2009 (Vol. 22, No. 12)
		The authors' 11 recommendations apply only to financial planners, but most of them are worth pondering by any kind of adviser.
	Olson, Bryan, and Riepe, Mark W., "Improving the Adviser-Client Relation-ship, Part 2", Journal of Financial Planning, March 2010 (Vol. 23, No. 3)
		The authors offer seven additional recommendations but, more so than in Part 1, these apply mainly to financial advisors.
	Journal of Financial Service Professionals
		Society of Financial Services Professionals http://www.financialpro.org/adv_mkt/journal/about.cfm This journal covers applied research in all areas of financial planning, including retirement planning, investments, tax, health care, economics, ethics, information management, and other topics of concern to the holistic financial planner.