Financial and Life Planning Resource Directory

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Consumers/clients: Mid-career, wealth-building
Body
	Clifford, Denis, Plan Your Estate
		NOLO, 2010, $44.99 http://www.amazon.com/Plan-Estate-Denis-Clifford-Attorney/dp/1413312012/ref=sr_1_8?ie=UTF8&s=books&qid=1274892414&sr=1-8 Clifford helps you understand the essentials of estate planning, so you can identify possible strategies for yourself, and either handle it all yourself or – probably better – talk over your options with an attorney with a little knowledge already in your head
	Fustos, Kate, Racial and Socioeconomic Disparities in Old-Age Disability in the U.S.
		U.S. Population Research Bureau, June 2010, Free http://www.prb.org/Articles/2010/oldagedisability.aspx Fustos reports that people of lower socioeconomic status did not benefit as much from declining disability rates between 1982 and 2002, and there were actually increases in disability for some groups.
	Johnson, Richard W., et al, Work Ability and the Social Insurance Safety Net in the Years Prior to Retirement
		Boston College Center for Retirement Research, November 2009, Free http://crr.bc.edu/images/stories/Working_Papers/wp_2009-28.pdf The authors investigate the problem of disability, particularly in people age 55-64, laying out data on who is affected and how badly.
	MetLife Report on Caregiving Costs to Working Caregivers: Double Jeopardy for Baby Boomers Caring for Their Parents
		MetLife Mature Market Institute, June 2011, Free http://www.metlife.com/assets/cao/mmi/publications/studies/2011/mmi-caregiving-costs-working-caregivers.pdf Metlife that the average cost for female caregivers who have to leave the workforce totals nearly $325,000 each, from a combination of lost wages and lost Social Security and pension benefits.
	MetLife Study of Working Caregivers and Employer Health Care Costs
		MetLife Mature Market Institute, February 2010, Free http://www.metlife.com/assets/cao/mmi/publications/studies/2010/mmi-working-caregivers-employers-health-care-costs.pdf This study reports on the impact of caregiving on the health and finances of employees.
	Trends and Innovations in Disability Income Insurance: An Update from America’s Health Insurance Plans
		AHIP Center for Policy Research, January 2010, Free http://www.ahipresearch.org/pdfs/Trends_DI_Insurance_Dec09.pdf This industry association report highlights new features being offered in the health insurance industry to help meet the particular challenges of covering employee disability in a difficult economy.
Heart
	Anderson, Gretchen, Love, Actually: A National Survey of Adults 18+ on Love, Relationships, and Romance
		AARP Public Policy Institute, November 2009, Free http://assets.aarp.org/rgcenter/il/love_09.pdf 73% of American adults say they are at least somewhat in love, and 31% say they are passionately in love.
Money
Structure
Other / general / not specified
	Boomer Bookends: Insights into the Oldest and Youngest Boomers
		MetLife Mature Market Institute, February 2009, Free http://www.metlife.com/assets/cao/mmi/publications/studies/mmi-studies-boomer-bookends.pdf This report compares and contrasts the characteristics of Baby Boomers at the opposite ends of this age group.
	Boomers titled Boomers in the Middle: An In-Depth Look at Americans Born 1952-1958
		MetLife Mature Market Institute, 2010, Free http://www.metlife.com/assets/cao/mmi/publications/studies/2010/mmi-boomers-middle.pdf A demographic and attitudinal study of the middle group of Baby Boomers.
	Gallagher, Andrea, "Enhancing Elder Workplaces", Aging Well, Fall 2010 (Vol. 3, No. 4)
		Gallagher talks about the need for employers to support the caregiving and life planning needs of their older workers, and the desirability of advisors to promote such efforts.
	Life Plan Writer 6 (Typing Chimp Software)
		http://www.characterpro.com/lifeplanwriter/, $69.99 Life Plan Writer 6 is a wide-ranging but reasonably easy-to-use software package to help you think through, organize, and carry out plans that reflect your beliefs, personality, goals, and finances.