Financial and Life Planning Resource Directory

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Consumers/clients: Mid-career, wealth-building
Body
	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 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
	Earnings and Employment Data for Workers Covered Under Social Security and Medicare, by State and County, 2006
		U.S. Social Security Administration, 2009, Free http://www.socialsecurity.gov/policy/docs/statcomps/eedata_sc/2006/index.html Summary information, along with access to underlying data tables.
	Liebhaber, Gail
		Designations: M.Ed. Active in: MA Telephone:781-861-9949 gail@yourcareerdirection.com http://www.yourcareerdirection.com Gail coaches individuals through career transitions with effective and empowering results, counseling them in life/work planning, job search strategies and work enhancement. Within organizations, she advises on leadership development, team building, career management and life/work balance.
	Mermin, Gordon B.T., et al, Will Employers Want Aging Boomers?
		Urban Institute, July 2008, Free http://www.urban.org/UploadedPDF/411705_aging_boomers.pdf The authors suggest that slower growth of the labor supply will provide more opportunities for older workers, but not so much so for less educated workers.
	Raymo, James M., et al, Later-life Employment Preferences and Outcomes: The Role of Mid-life Work Experiences
		California Center for Population Research, January 20, 2010, Free http://papers.ccpr.ucla.edu/papers/PWP-CCPR-2009-045/PWP-CCPR-2009-045.pdf The authors evaluate relationships between mid-life work experiences and the realization of preferences for full-time employment, part-time employment, and complete retirement at age 63-64.
	Sauer, Jennifer H., and Burton, Cassandra, Job Skills Training and Opportunities: Opinions and Perceptions of Alabama Workers Age 40+
		AARP Public Policy Institute, October 2009, Free http://assets.aarp.org/rgcenter/econ/al_workers_09.pdf The authors found older Alabama workers to be highly satisfied with their jobs and their training opportunities.
	Sedlar, Jrri, and Miners, Rick, Don’t Retire, REWIRE
		Alpha Publishing, 2007 (2nd Edition), $18.95 The authors offer an alternative to traditional retirement that recognizes the varied needs of individuals. The book offers a quiz and discussion for identifying your personal drivers, describes multiple scenarios for rethinking work and life, and provides tips for creating your optimum situation.
	Shultz, Kenneth S., et al, "Age Differences in the Demand-Control Model of Work Stress", Journal of Applied Gerontology, February 2010 (Vol. 29, No. 1)
		http://jag.sagepub.com/cgi/content/abstract/29/1/21 The authors studied European workers to test causes and effects of workplace stress. Time pressure produced stress in workers of all ages, but only older workers were also notably sensitive to autonomy and schedule flexibility issues.
	Smeeding, Timothy M., Working Time, Economic Well-Being, and Public Policy: Employed Parents and Older Workers in Cross-National Perspective
		Syracuse University Center for Policy Research, 2008 http://www-cpr.maxwell.syr.edu/research/working_time.htm The authors analyze the links between time spent in paid work and various indicators of individual and family well-being, including time available for family care-giving, personal care, and leisure, as well as earnings and household income.
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.