Financial and Life Planning Resource Directory
Sponsored by
The Association for Integrative Financial and Life Planning
and The Life Planning Network
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Journal of Personality and Social Psychology
American Psychological Association
http://www.apa.org/journals/psp/
The Journal of Personality and Social Psychology publishes original papers in all areas of personality and social psychology. It emphasizes empirical reports but also includes specialized theoretical, methodological, and review papers.
Journal of Health and Social Behavior
American Sociological Association
http://www.ingentaconnect.com/content/0022-1465
A medical sociology journal that publishes empirical and theoretical articles that apply sociological concepts and methods to the understanding of health and illness and the organization of medicine and health care.
Appleby, Denise, CEO, Appleby Retirement Consulting Inc.
Designations: CRPS,CISP,CRSP,CRC,APA
Active in: USA
253 Silvertop Drive, Grayson, GA 30017
Telephone:973-313-9877
Fax:888-524-3120
Denise@applebyconsultinginc.com
http://www.applebyconsultinginc.com
Provide to financial service professionals and institutions, regarding IRAs, defined contribution plans and 403(b) plans: technical consulting; content for newsletters, brochures and other written material; training via teleconferencing and webinars; PowerPoint presentations with speaking.
Association for Integrative Financial and Life Planning (AIFLP)
Active in: USA, Australia, South Africa
69 Lancaster County Rd., Harvard, MA 01451
Telephone:978-456-7971
Fax:978-456-7972
csy@StillRiverRetire.com
http://www.AIFLP.org
Association for financial advisors, life coaches, and others interested or involved in these processes. Our mission is to promote the integration of financial and non-financial planning, especially (but not exclusively) for older clients. We distribute The Integrative Adviser bimonthly.
Bachrach, Anne M., Excuses Don't Count - Results Rule!
Seraph Publishing, 2008, $24.95 for paperback, $14.95 for e-book, $27.00 for Book on audio (Combo of e-book and audio is only $30)
http://www.accountabilitycoach.com/bw/resultsruletoc.php
Through this book, you will discover how to enhance your overall quality of life by having a proven framework and easily implementable system for achieving your goals in the time-frame you want it. You will learn how to hit your personal and professional goals with absolute certainty.
Bureau of Labor Statistics Economic Working Papers (Office of Survey Methods Research)
http://www.bls.gov/osmr/workpapers_catalog.htm
Provides links to free working papers published by the Bureau of Labor Statistics.
Cowell, Michael J., Health, Wealth and Wisdom — Living Long, Living Well: An Actuary Muses on Longevity
Society of Actuaries / Living to 100 and Beyond Symposium, January 2008, Free
http://www.soa.org/library/monographs/retirement-systems/living-to-100-and-beyond/2008/january/mono-li08-6b-cowell.pdf
Cowell links health care costs to cell biology and gerontology, both in the U.S. and internationally.
Default Nation: Are 401(k) Target Date Funds Missing The Mark? (U.S. Senate Special Committee on Aging), October 28, 2009
http://aging.senate.gov/hearing_detail.cfm?id=319426&, Free
Hearings on target-date funds, featuring testimony from government officials and financial industry representatives.
Dillaway, Heather E., and Byrnes, Mary , "Reconsidering Successful Aging", Journal of Applied Gerontology, December 2009, Vol. 28, No.6
http://jag.sagepub.com/cgi/content/abstract/28/6/702
Dillaway and Byrnes observe that we need to be wary of adopting “successful aging” terminology without considering, and expanding our understanding of, the political motivations and results that accompany it.
Family Caregiver Alliance
Active in: USA
180 Montgomery St, Ste 1100, San Francisco, CA 94104
Telephone:415-434-3388 or 800-445-8106
info@caregiver.org
http://www.caregiver.org/caregiver/jsp/home.jsp
FCA is a 'one-stop shopping center for caregivers', and has developed a wide array of services and publications based on caregiver needs and offers programs at local, state, and national levels.
van Dyk, Gavin, Authorised Financial Services Provider, Fiscal Private Client Services (Pty) Ltd
Designations: B.Com (Hons), CFP
Active in: South Africa
9 Bishoplea Road, Claremont, Cape Town, South Africa
Telephone:021-671-3175
Fax:021-671-8133
gavin.vandyk@fiscal.co.za
Fiscal provides financial planning followed by investment implementation services. We help clients be clearer about what really matters and what resources are available to them. We have a tradition of long term relationships with our clients, providing practical ideas and suitable investments.
Mellan, Olivia, Money Harmony
Active in: DC, VA, MD, USA
Available for speaking
Telephone:202-483-2660 Ext 4
moneyharmony@cs.com
http://www.moneyharmony.com/
Olivia Mellan is a speaker, psychotherapist, money coach and business consultant. She conducts teleclasses for advisors, coaches, counselors and psychotherapists on money psychology; and facilitates 3-day retreats with generations of heirs on maximizing communication and legacy.
National Bureau of Economic Research
Active in: USA, International
1050 Massachusetts Avenue, Cambridge, Massachusetts 02138-5398
Telephone:617-868-3900
Fax:617-868-2742
http://www.nber.org/
A private, nonprofit, nonpartisan research organization dedicated to promoting a greater understanding of how the economy works and committed to undertaking and disseminating unbiased economic research among public policymakers, business professionals, and the academic community.
Pew Research Center
Active in: USA
1615 L Street, NW Suite 700, Washington, DC 20036
Telephone:202-419-4300
Fax:202-419-4349
http://pewresearch.org/
The Pew Research Center is a nonpartisan 'fact tank' that provides information on the issues, attitudes and trends shaping America and the world. It does not take positions on policy issues.
Population Reference Bureau
Active in: USA, International
1875 Connecticut Avenue, NW, Suite 520, Washington, DC 20009-5728
Telephone:800-877-9881
Fax:202-328-3937
popref@prb.org
http://www.prb.org/
The Population Reference Bureau informs people around the world about population, health, and the environment, and empowers them to use that information to advance the well-being of current and future generations.
Reichenstein, William, "How to Calculate an After-Tax Asset Allocation Strategy", Journal of Financial Planning, August 2008
Reichenstein argues that an after-tax asset allocation strategy should be used, and provides a model for doing so.
Retirement Dictionary (Appleby Retirement Consulting Inc.)
http://www.retirementdictionary.com
Offers definitions, general information, legal citations, tutorials, links to products and services, and other retirement-related reference material.
Robert Wood Johnson Foundation
Active in: USA
Route 1 and College Road East, P.O. Box 2316, Princeton, NJ 08543
Telephone:877-843-7953
http://www.rwjf.org/
The Robert Wood Johnson Foundation supports programs and research to improve the health and health care of all Americans; to help Americans lead healthier lives and get the care they need.
RothRetirement.com (Convergent Retirement Plan Solutions and Archimedes Systems)
http://www.rothretirement.com/, Free
Learn about Roth retirement accounts, calculate the benefits, and keep up with the latest news and resources.
Sloan Center on Aging at Work
Active in: USA
Boston College, 140 Commonwealth Avenue, 3 Lake Street Bldg., Chestnut Hill, MA 02467
Telephone:617-552-9195
Fax:617-552-9202
age.work@bc.edu
http://agingandwork.bc.edu/template_index
A research center committed to: support research on aging and work in the 21st century; engaging the business community in flexible work options for older workers; affecting public discussion about aging and work; and providing information about flexible work options for older workers.
Small Business Administration
Active in: USA
409 3rd Street SW, Washington, DC 20416
Telephone:800-827-5722
answerdesk@sba.gov
http://www.sba.gov/
The SBA helps Americans start, build and grow businesses through an extensive network of field offices and partnerships with public and private organizations.
Soto, Maurice, Assessment of Life-Cycle Funds
Boston College Center for Retirement Research, May 2008, Free
http://crr.bc.edu/images/stories/Working_Papers/wp_2008-10.pdf?phpMyAdmin=43ac483c4de9t51d9eb41
The authors offer an assessment of life-cycle funds that balances their expected benefits against their higher costs.
SPRY Foundation
Active in: USA
3916 Rosemary Street, Chevy Chase, MD 20815
Telephone:301.656.3405
Fax:301-656-6221
morganr@spry.org
SPRY carries out applied research and education programs designed to enable people to age with purpose, and to continue to have meaningful engagement in their lives. Of special concern are disadvantaged and vulnerable populations.
United States Senate Special Committee on Aging, Person-Centered Care: Reforming Services and Bringing Older Citizens Back to the Heart of Society
July 23, 2008, Free
http://aging.senate.gov/hearing_detail.cfm?id=301129&
Statements and testimony by Sen. Herb Kohl, Sen. Gordon H. Smith, Sen.Senator Robert P. Casey, Jr., Prof. William Thomas, MD, Robert Jenkens, Melinda Abrams, Dr. Eric Coleman, Zoe Holland, Edna Hess, and Dr. Diane White
Urban Institute
Active in: USA, International
2100 M Street, N.W., Washington, DC 20037
Telephone:202-833-7200
http://www.urban.org/
The Urban Institute is a nonpartisan organization that gathers data, conducts research, evaluates programs, offers technical assistance overseas, and educates Americans on social and economic issues in order to foster sound public policy and effective government.
Wolf, jeff, et al, Roadmap to Success: America's Top Intellectual Minds Map Out Successful Business Strategies
Insight Publishing Company, 2008, $19.95
http://www.accountabilitycoach.com/bw/RoadmapToSuccess.php
Roadmap to Success features the thinking of Ken blanchard Jeff Wolf, Steve Covey, Anne bachrach and eleven others, shedding light on the authors' proven strategies and techniques in their fields.
Zedalis, Joe, "Guarding family security", Integrative Adviser, June 2008 (Vol. 1, No. 1)
www.aiflp.org/pdfs/IntegrativeAdviserNo0101.pdf
Outlines current threats to family financial security and advocates for responsible advisory practices as part of the solution.