Financial and Life Planning Resource Directory

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Body: Caregiving
Consumers/clients: Family: Marriage
	Noël-Miller, Claire, "Partner Caregiving in Older Cohabiting Couples", Journals of Gerontology Series B: Social Sciences, May 2011 (No. 66B, No. 3)
		http://psychsocgerontology.oxfordjournals.org/content/66B/3/341.abstract Noël-Miller found that older people are less likely to receive caregiving support from a co-habiting partner than from a marital partner, but that when they do receive such care, the level of effort is about the same.
	Pinquart, Martin, and Sörensen, Silvia, "Spouses, Adult Children, and Children-in-Law as Caregivers of Older Adults: A Meta-analytic Comparison", Psychology and Aging, March 2011 (Vol. 26, No. 1)
		http://psycnet.apa.org/index.cfm?fa=browsePA.volumes&jcode=pag Pinquart and Sörensen compile results from 168 other studies, finding that spouse caregivers report more depression symptoms, greater financial and physical burden, and less psychological well-being, with greater distress among spouses explained mostly by higher levels of care provision.
Consumers/clients: Family: Parent-child or -grandchild
	Ilardo, Joseph A., and Rothman, Carole R., Are Your Parents Driving You Crazy? Expanded Second Edition: Getting to Yes with Competent, Aging Parents
		Vanderwyk & Burnham, 2005, $16.95 http://www.amazon.com/Parents-Driving-Crazy-Expanded-Second/dp/1889242187/ref=sr_1_7?ie=UTF8&s=books&qid=1276177333&sr=1-7 Ilardo and Rothman particularly focus on problems caused by parents who are losing their competency but not their feistiness.
	Musli, Carol M., et al, "Grandmothers and Caregiving to Grandchildren: Continuity, Change, and Outcomes Over 24 Months", Gerontologist, February 2011 (Vol. 51, No. 1)
		http://gerontologist.oxfordjournals.org/content/51/1/86.abstract The authors find that caregiving for grandchildren negatively affects caregiving stress and reward, intra-family strain, social support, depressive symptoms, physical health, and perceived family functioning. The only measured areas not adversely affected were mental health and resourcefulness.
	Pezzin, Liliana E., et al, Long-Term Care of the Disabled Elderly: Do Children Increase Caregiving by Spouses?”
		National Bureau of Economic Research Working Papers, September 2008, $5.00 http://papers.nber.org/papers/w14328 The authors answer the title question in the affirmative, noting that note that“children act as a commitment mechanism, increasing the probability that elderly spouses will provide care for each other.
	Satow, Barbara, Doing the Right Thing: Taking Care of Your Elderly Parents, Even If They Didn't Take Care of You
		Tarcher, 2006, $14.95 http://www.amazon.com/Doing-Right-Thing-Elderly-Parents/dp/B000VYSTK8/ref=sr_1_9?ie=UTF8&s=books&qid=1276177333&sr=1-9 Satow shows you how to assume this responsibility and have it be rewarding, or at least tolerable, with the right preparation.
	Special Needs Care for Adult Children: Care Options (Care.com)
		http://www.care.com/special-needs-care-options-p1145-q5906.html, Free Elbaum outlines the basic choices you have.
Consumers/clients: Mid-career, wealth-building
	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.
Consumers/clients: Late career, retirement
	Keen, Justin, and Bell, David, Identifying a Fairer System for Funding Adult Social Care
		Joseph Rountree Foundation, October 2009, Free http://www.jrf.org.uk/sites/files/jrf/fairer-funding-adult-social-care.pdf Keen and Bell discuss the fairness of adult social care programs in the U.K. in response to the government’s 'Green Paper, Shaping the Future of Care Together'.
Consumers/clients: Aging
	Bezaitis, Athan, "Long Distance Care Giving", Aging Well, September/October 2009 (Vol. 2, No. 4)
		http://www.agingwellmag.com/archive/083109p14.shtml, Free Bezaitis discusses the role of both geriatric care managers and technology in situations where long-distance care is needed.
	Blieszner, Rosemary, and Roberto, Karen A., "Care Partner Responses to the Onset of Mild Cognitive Impairment", Gerontologist, February 2010 (Vol. 50, No. 1)
		http://gerontologist.oxfordjournals.org/content/current The authors observe that care partners of MCI patients should benefit from strategies for reducing self-blame, enhancing coping skills, sustaining a sense of mastery, managing their health, seeking and accepting respite, and communicating effectively with the person with MCI and significant others.
	Genworth 2011 Cost of Care Survey
		Genworth Financial, April 2011, Free http://www.genworth.com/content/etc/medialib/genworth_v2/pdf/ltc_cost_of_care.Par.14625.File.dat/2010_Cost_of_Care_Survey_Full_Report.pdf Updates national, state and various local average costs for home care providers, adult day health care facilities, assisted living facilities, and nursing homes.
	In the Hands of Strangers: Are Nursing Home Safeguards Working? (U.S. House Committee on Energy and Commerce), May 15, 2008
		http://energycommerce.house.gov/cmte_mtgs/110-oi-hrg.051508.nursinghomes.shtml, Free Hearings of the Subcommittee on Oversight and Investigations
	Justice for All: Ending Elder Abuse, Neglect and Financial Exploitation (U.S. Senate Special Committee on Aging), March 2, 2011
		http://aging.senate.gov/hearing_detail.cfm?id=331550&, Free Testimony by elder advocates and by government officials, as well as a star turn by Mickey Rooney.
	Long-Term Care IQ: Removing Myths, Reinforcing Realities
		MetLife Mature Market Institute, October 2009, Free http://www.metlife.com/assets/cao/mmi/publications/consumer/long-term-care-essentials/mmi-long-term-care-iq-removing-myths-survey.pdf Basics of long-term care needs and solutions
	McDougall, Graham J., et al, "Revised Direct Assessment of Functional Status for Independent Older Adults, The", Gerontologist, June 2010 (Vol. 50, No. 3)
		http://gerontologist.oxfordjournals.org/content/50/3/363.abstract The authors propose and test an upgrade to the original version of the Direct Assessment of Functional Status (DAFS), used to measure elder capabilities in Activities of Daily Living.
	"Percentage of Noninstitutionalized Adults Aged ?80 Years Who Need Help with Personal Care, by Sex -- United States, 2008-2009", Morbidity and Mortality Weekly Report, June 24, 2011 (Vol. 60, No.24)
		http://www.cdc.gov/mmwr/preview/mmwrhtml/mm6024a5.htm?s_cid=mm6024a5_w, Free Information on elderly at-home adults who need help with activities of daily living.
	Noël-Miller, Claire, "Longitudinal Changes in Disabled Husbands’ and Wives’ Receipt of Care", Gerontology, October 1910 (Vol. 50, No. 5)
		http://gerontologist.oxfordjournals.org/content/50/5/681.abstract Noël-Miller finds that married disabled people receive more hours of care than single people do, but there is still a large disparity by sex, with husbands receiving more care than wives.
	Nursing Homes: Federal Monitoring Surveys Demonstrate Continued Understatement of Serious Care Problems and CMS Oversight Weaknesses
		U.S. General Accounting Office, May 9, 2008 http://www.gao.gov/products/GAO-08-517 During 2002-2007, about 15 percent of federal comparative surveys nationwide identified state surveys that failed to cite at least one deficiency causing actual harm and immediate jeopardy. Nine states missed serious deficiencies on 25 percent or more of comparative surveys.
	Taking Care of Mom and Dad: Why We Need a Quality Workforce to Serve Our Older Americans (U.S. Senate Special Committee on Aging), August 2, 2010
		http://aging.senate.gov/hearing_detail.cfm?id=327055&, Free Hearings featuring testimony from care agencies.
Consumers/clients: Ethnic or racial groups
	Goins, R. Turner, et al, "Adult Caregiving Among American Indians: The Role of Cultural Factors", Gerontologist, June 2011 (Vol. 51, No. 3)
		http://gerontologist.oxfordjournals.org/content/51/3/310.abstract The authors' findings indicate that greater cultural identity and engagement in traditional healing practices are related to caregiving in American Indian populations.
	Rozario, Philip A., and DeRienzis, Daniel , "Familism Beliefs and Psychological Distress Among African American Women Caregivers", Gerontologist, December 2008 (Vol. 48)
		http://gerontologist.gerontologyjournals.org/cgi/content/abstract/48/6/772 Rosario and DeRienzis find that although familism (relying on traditionally accepted family role as-signments) is culturally and socially popular, traditional beliefs in the care-giving role can lead to negative psychological consequences for African American women caregivers.
	Williams, Sharon Wallace, "Predictors of Satisfaction for African-American and White Family Caregivers of Adult Care Home Residents", Journal of Applied Gerontology, 2008 (Vol. 27, No. 5)
		http://jag.sagepub.com/cgi/content/abstract/27/5/568 This study examines satisfaction with care for African-American and white family caregivers of assisted living (adult care and family care homes) residents, finding that predictors of satisfaction differ by race.
Consumers/clients: Gender groups
	Brown, Helen, Boomer Women’s Long-Term Care Planning: Barriers and Levers, September 2009
		http://assets.aarp.org/rgcenter/health/boomer_women_ltc.pdf, Free Brown reports that most Baby Boom women do not have any kind of long-term care plan, although those who have themselves been care-givers are twice as likely to have such a plan.
	Ho, Suzanne C., et al, "Impact of Caregiving on Health and Quality of Life: A Comparative Population-Based Study of Caregivers for Elderly Persons and Noncaregivers", Journals of Gerontology Series A: Biological Sciences and Medical Sciences, August 2009 (Vol. 64A, No. 8)
		http://biomedgerontology.oxfordjournals.org/cgi/content/abstract/64A/8/873 Based on studies performed in Hong Kong, the authors found that high caregiving burdens are correlated with adverse physical and psychological health and with poor quality of life, especially in women caregivers.
Consumers/clients: Other / general / not specified
	Aging Parents and Elder Care
		http://www.aging-parents-and-elder-care.com/, Free A very helpful website, regardless of whether you are caring for a parent, a spouse, or someone else.
	American Medical Association Guide to Home Caregiving
		Wiley, 2001, $15.95 http://www.amazon.com/American-Medical-Association-Guide-Caregiving/dp/0471414093/ref=tmm_pap_title_0/183-5703259-0908037?ie=UTF8&qid=1276965589&sr=8-2 An excellent compendium, written by experts, of pretty much everything you need to know to be an at-home caregiver.
	Aumann, Kerstin, et al, Elder Care Study, The: Everyday Realities and Wishes for Change
		Families and Work Institute, October 2010, Free http://familiesandwork.org/site/research/reports/elder_care.pdf The authors offer a detailed quantitative study on working family caregivers of the elderly (including the fact that 42% of employees have played such a role in the past five years).
	Balducci, Christian, et al, "Negative Impact and Positive Value in Caregiving: Validation of the COPE Index in a Six-Country Sample of Carers", Gerontologist, 2008 (Vol. 48)
		http://gerontologist.gerontologyjournals.org/cgi/content/abstract/48/3/276 This study validates the COPE index as a tool to help health and social care providers enhance the positive and reduce the negative impacts of caregiving.
	Barg, Gary, Fearless Caregiver, The: How to Get the Best Care for Your Loved One and Still Have a Life of Your Own
		Capital Books, 2003 http://www.amazon.com/Fearless-Caregiver-Loved-Still-Capital/dp/1931868565/ref=sr_1_21?ie=UTF8&s=books&qid=1276966192&sr=8-21 Expert advice on the caregiving role from the editor of Today's Caregiver magazine.
	Calo-oy, Starr, et al, Caregiving Tips A-Z Alzheimers & Other Dementias
		Orchard Publishing, 2008, $19.95 http://www.amazon.com/Caregiving-Alzheimers-Other-Dementias-ebook/dp/B002FU6VMY/ref=sr_1_48?ie=UTF8&m=AG56TWVU5XWC2&s=digital-text&qid=1276966391&sr=8-48 The authors help you with the special issues that arise when you are caregiving for someone with dementia.
	Caregiver Information (U.S. Dept. of Health and Human Services)
		http://www.medicare.gov/caregivers/index.asp, Free This site is designed to help caregivers, offering: general advice, information on care-giving options, and specifics about Medicare coverage and billing.
	Caregivers Library
		http://www.caregiverslibrary.org/Default.aspx?tabid=1, Free A great go-to resource for information on all aspects of caregiving – medical, emotional, legal, and financial – about caring for yourself, finding government resources, dealing with transportation issues, and so on.
	CareScout
		http://www.carescout.com/ Site offering help, for a fee, finding local caregiving information and services.
	Caring for a Person with Alzheimer’s Disease: Your Easy-to-Use Guide
		National Institute on Aging, May 2009, Free http://www.nia.nih.gov/NR/rdonlyres/6A0E9F3C-E429-4F03-818E-D1B60235D5F8/0/Caring_for_a_Person_WithAlzheimers_Disease_YourEasytoUse_Guide_from_the_NIA509ty.pdf 136-page booklet, printable online
	Caring for the Caregiver (National Caregivers Library)
		http://www.caregiverslibrary.org/Default.aspx?tabid=67, Free Provides information and advice for caregivers, along with a Caregiver Self-Assessment Questionnaire.
	Caring from a Distance
		http://www.cfad.org/directories/index.cfm, Free Advice and support for caregivers helping people in geographically distant places, including help locating services in specific areas.
	Children of Aging Parents
		http://www.caps4caregivers.org/, Free A nonprofit, charitable organization whose mission is to assist the nation's caregivers of the elderly or chronically ill with reliable information, referrals and support.
	Choi, Heejong, and Marks, Nadine F., Transitions to Caregiving, Marital Disagreement, and Psychological Well-Being
		National Survey of Families and Households, 2009, Free http://www.ssc.wisc.edu/cde/nsfhwp/nsfh90.pdf The authors' findings suggest that the psychological effects of becoming a caregiver for a biological parent or spouse are contingent on marital role quality.
	Family Caregiver Alliance (National Center on Caregiving)
		http://www.caregiver.org/caregiver/jsp/home.jsp, Free Information, education, services, research, and advocacy for caregivers.
	Feinberg, Lynn, et al, Valuing the Invaluable: 2011 Update – The Growing Contributions and Costs of Family Caregiving
		AARP Public Policy Institute, June 2011, Free http://assets.aarp.org/rgcenter/ppi/ltc/i51-caregiving.pdf In 2009, about 42.1 million family caregivers in the United States provided care to an adult with limitations in daily activities at any given point in time, and about 61.6 million provided care at some time during the year. The estimated economic value: $450 billion in 2009.
	Find a Health Care Organization Quality Check (The Joint Commission)
		http://www.qualitycheck.org/consumer/searchQCR.aspx, Free Lets you check the accreditation status of home health care providers.
	Gaugler, Joseph E., et al, "Predictors of Change in Caregiver Burden and Depressive Symptoms Following Nursing Home Admission", Psychology and Aging, June 2009 (Vol. 24, No. 2)
		http://psycnet.apa.org/journals/pag/24/2/ This unusually large study of this topic confirmed that most caregivers experience reduced stress once the care recipient enters a nursing home, but also confirmed that some experience greater burden and depression.
	Harris, Grant M., et al, "Exemplary Care as a Mediator of the Effects of Caregiver Subjective Appraisal and Emotional Outcomes", Gerontologist, June 2011 (Vol. 51, No. 3)
		http://gerontologist.oxfordjournals.org/content/51/3/332.abstract “Exemplary care” is a new construct encompassing care behaviors that the authors study within stress process models of dementia caregiving.
	Hauser, Ari N., Valuing the Invaluable: The Economic Value of Family Caregiving, 2008 Update
		American Association for Retired Persons, November 2008, Free http://www.aarp.org/research/housing-mobility/caregiving/i13_caregiving.html Hauser updates this study, reporting that about 52 million Americans provided family care at some point during 2007.
	Home Health Compare (Medicare.gov)
		http://www.medicare.gov/HomeHealthCompare/search.aspx?AspxAutoDetectCookieSupport=1, Free Helps you find and compare home healthcare service agencies offering nursing care, physical therapy, occupational therapy, speech therapy, medical social services, or home health aides.
	Hoyt, Peggy R., and Pollack, Candace M., Special People, Special Planning: Creating a Safe Legal Haven for Families With Special Needs
		Legacy Planning Partners, 2003, $19.95 http://www.amazon.com/Special-People-Planning-Creating-Families/dp/0971917728/ref=pd_sim_b_5 An older but still useful book on legal protections for special needs family members.
	In Home Care (ElderCareLink)
		http://www.eldercarelink.com/Go/In-Home-Care, Free Connects you to a variety of articles on in-home caregiving.
	Loverde, Joy, Complete Eldercare Planner, The: Where to Start, Which Questions to Ask, and How to Find Help
		Three Rivers Press, New York, 2009, $19.95 http://www.amazon.com/Complete-Eldercare-Planner-Revised-Updated/dp/0307409627/ref=dp_ob_title_bk/176-7761494-0330748 Loverde offers information, advice, and worksheets / checklists on prioritizing and organizing caregiving tasks, balancing work and family responsibilities, and navigating the complex maze of eldercare services.
	MacNeil, Gordon, et al, "Caregiver Mental Health and Potentially Harmful Caregiving Behavior: The Central Role of Caregiver Anger", Gerontologist, February 2010 (Vol. 50, No. 1)
		http://gerontologist.oxfordjournals.org/content/50/1/11.abstract The authors suggest screening caregivers for anger, because the stresses of caregiving can incite those prone to anger to potentially harmful behaviors.
	Marcell, Jacqueline, Elder Rage, or Take My Father... Please!: How to Survive Caring for Aging Parents
		Impressive Press, 2001, $24.95 http://www.amazon.com/Elder-Rage-Take-Father-Please/dp/0967970318/ref=sr_1_8?ie=UTF8&s=books&qid=1276965589&sr=8-8#_ If you are caring for a difficult parent, you might take solace, and glean a lot of practical tips, from this “non-fiction novel”.
	McLeon, Beth Witrogen, Caregiving: The Spiritual Journey of Love, Loss, and Renewal
		Wiley, 2000, $16.95 http://www.amazon.com/Caregiving-Spiritual-Journey-Love-Renewal/dp/0471392170/ref=sr_1_3?ie=UTF8&s=books&qid=1276965589&sr=8-3 McLeod deals primrily with the inner aspects of caregiving.
	Monin, Joan K., and Schulz, Richard , "Interpersonal Effects of Suffering in Older Adult Caregiving Relationships", Psychology and Aging, September 2009
		http://psycnet.apa.org/index.cfm?fa=buy.optionToBuy&id=2009-13203-017&CFID=4680849&CFTOKEN=80919089 Monin and Schulz investigate the psychological mechanisms that cause the suffering of patients to be reflected in their caregivers.
	Nanny Tax Calculator (GTM Payroll Services)
		https://secure.gtmassociates.com/calculator.aspx, Free GTM offers a free online calculator to help you figure the tax, and they also offer (for a fee) services that will take care of all the paperwork.
	National Adult Day Services Association
		http://www.nadsa.org/, Free Information about services outside the home that provide opportunities for recreation and socializing for the person needing care, and welcome respite for the caregiver.
	National Association for Home Care & Hospice
		http://www.nahcagencylocator.com/, Free Directory of agencies providing home health and hospice care.
	National Association of Professional Geriatric Care Managers
		http://www.caremanager.org/, Free Organization that can help you find a geriatric care manager – i.e., someone qualified to help find professional caregiving services in a certain locale.
	National Family Caregivers Association
		http://www.thefamilycaregiver.org/, Free This site is focused on you, the caregiver, and on the help you can get in meeting your responsibilities.
	National Home and Hospice Care Survey, 2007
		U.S. National Center for Health Statistics, September 2010, Free http://www.icpsr.umich.edu/icpsrweb/NACDA/studies/28961 This study offers a variety of data and analysis relating to home health and hospice care agencies. Access is provided to summary information as well as to the underlying data files themselves.
	Park-Lee, Eunice Y., and Decker, Frederic H., "Comparison of Home Health and Hospice Care Agencies by Organizational Characteristics and Services Provided: United States, 2007", National Health Statistics Reports, November 9, 2010 (No. 30)
		http://www.cdc.gov/nchs/data/nhsr/nhsr030.pdf, Free Park-Lee and Decker present results gleaned from the study of over 14,500 home health and hospice care agencies in the U.S.
	Peacock, Shelley, et al, "Positive Aspects of the Caregiving Journey with Dementia, The: Using a Strengths-Based Perspective to Reveal Opportunities", Journal of Applied Gerontology, October 2010 (Vol. 29, No. 5)
		http://jag.sagepub.com/content/29/5/640.abstract The authors look at the positive side: how caregiving situations can often be a positive experience for the caregiver, providing her or him with an opportunity to give back, to discover personal strengths, and to become closer to the care recipient.
	Respite Services
		University of Utah Center on Aging, Free http://www.nadsa.org/assets/library/232_respitebooklet.pdf Very good explanatory booklet about respite services for caregivers.
	Robison, Julie, et al, "Broader View of Family Caregiving, A: Effects of Caregiving and Caregiver Conditions on Depressive Symptoms, Health, Work, and Social Isolation", Journals of Gerontology Series B: Psychological Sciences and Social Sciences, November 2009 (Vol. 64B, No. 6)
		http://psychsocgerontology.oxfordjournals.org/cgi/content/abstract/64B/6/788 The authors found that caregiving per se does not lead to symptoms of depression, poor health, or social isolation, though individual caregivers often need extra supports.
	Savundranayagam, Marie Y., et al, "Dimensional Analysis of Caregiver Burden Among Spouses and Adult Childreb, A", Gerontologist, June 2011 (Vol. 51, No. 3)
		http://gerontologist.oxfordjournals.org/content/51/3/321.abstract The authors discuss caregiver burden, which is a multidimensional construct, addressing tension and anxiety (stress burden), changes in dyadic relationships (relationship burden), and time infringements (objective burden) resulting from caregiving.
	Strength for Caring (Johnson & Johnson, Inc.)
		http://www.strengthforcaring.com/, Free Advice, support, and networking for caregivers.
	Zarit, Steven H., et al, "Effects of Adult Day Care on Daily Stress of Caregivers: A Within-Person Approach", Journals of Gerontology Series B: Psychological Sciences
		Setpember 2011 (Vol. 66B, No. 5) http://psychsocgerontology.oxfordjournals.org/content/66B/5/538.abstract The researchers find that, when patients with dementia are in adult day care, the at-home caregivers experience less stress while the patient is away, plus there are significant reductions in behavioral problems during the evening and improved sleep immediately following the use of day care.
	Zuckerman, Rachelle, Eldercare For Dummies
		For Dummies, 2003, $19.99 http://www.amazon.com/Eldercare-Dummies-Dr-Rachelle-Zukerman/dp/0764524690/ref=sr_1_31?ie=UTF8&s=books&qid=1276966192&sr=8-31 Not the most up-to-date book, but still useful in learning how to manage physical disabilities and chronic health problems, evaluate nursing homes, and help elders control their destinies.