Financial and Life Planning Resource Directory

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Consumers/clients: Family: Marriage Money
Money: Retirement planning
	Battaglia, Beverly, Changing Lanes: Couples Redefining Retirement
		BookSurge Publishing, 2008, $17.99 http://www.amazon.com/Changing-Lanes-Couples-Redifining-Retirement/dp/1419695134#_ A solid general retirement planning book, covering many of the same issues as others do, but explicitly taking a couple’s point of view.
	Gardner, Marilyn, "Making Marriage Work after Retirement", Christian Science Monitor, August 30, 2006
		http://www.csmonitor.com/2006/0830/p15s01-lifp.html, Free A nice summary of some of the issues that married couples face in retirement, and how some people deal with it.
	Honoré, Bo, and de Paula, Áureo, Interdependent Durations in Joint Retirement
		Boston College Center for Retirement Research, February 2011, Free http://crr.bc.edu/images/stories/Working_Papers/wp_2011-5.pdf Honoré and de Paula use mathematical modeling to understand the reasons why working couples tend (usually) to retire close to the same time, but sometimes don’t.
	Retirement Plann x 2, TIAA-CREF, 2008
		http://www.tiaa-cref.org/ucm/groups/content/@ap_ucm_p_tcp/documents/document/tiaa01009256.pdf, Free Focuses more on financial strategies than lifestyle issues, but covers both.
	You and Your Spouse: A Retirement Planning Checklist (Fidelity Investments)
		http://personal.fidelity.com/myfidelity/InsideFidelity/NewsCenter/mediadocs/couples_retirement_checklist.pdf, Free Focuses more on financial strategies than lifestyle issues, but covers both.
Money: Other / general / not-specified
	Marder, Dianna, "Financial Concerns of Later-Life Marriage", Philadelphia Inquirer, May 11, 2006
		http://www.alanmgross.com/Personal/2006-05-11%20Phila%20Inquirer.htm, Free Marder encourages older individuals contemplating marriage to run the numbers first, and protect what each already has.
	New Economics of Marriage: The Rise of Wives
		Pew Research Center, January 2010, Free http://pewresearch.org/pubs/1466/economics-marriage-rise-of-wives This study finds that a larger share of women today, compared with 1970, have more education and income than their spouses. As a result, in recent decades the economic gains associated with marriage have been greater for men than for women.
	Palmer, Bethany and Scott, First Comes Love, Then Comes Money: A Couple's Guide to Financial Communication
		HarperOne, 2009, $14.99 http://www.amazon.com/First-Comes-Love-Then-Money/dp/0061649910/ref=sr_1_1?ie=UTF8&s=books&qid=1305126842&sr=1-1 The Palmers address the extra complications that arise when each member of a couple has different needs, issues, and attitudes relating to money.
	Stolz, Richard F., "When Couples Clash over Finances", Journal of Financial Planning, July 2009 (Vol. 22, No. 7)
		Stolz interviews several experienced planners concerning marital disagreements over financial issues.
	Yuille, Brigitte, "5 Things To Consider Before Late-In-Life Marriage"
		http://www.investopedia.com/articles/pf/09/what-to-consider-before-marrying.asp?viewed=1, Free Advice about finances, taxes, estate planning, Social Security, and Medicaid.
	Zissimopoulos, Julie, et al, Marital Histories and Economic Well-Being
		University of Michigan Retirement Research Center, September 2008, Free http://www.mrrc.isr.umich.edu/publications/papers/pdf/wp180.pdf This study looks at the wealth differences of married vs. unmarried people, taking into account those who get divorced and remarried along the way.