Financial and Life Planning Resource Directory

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Body: Caregiving
Consumers/clients
	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.
	Bezaitis, Ethan, "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.
	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.
	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.
	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
	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.
	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.
	Genworth 2010 Cost of Care Survey
		Genworth Financial, 2010, 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.
	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.
	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.
	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 Hearings of the Subcommittee on Oversight and Investigations
	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'.
	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
	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.
	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.
	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.
	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.
	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.
	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.
	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.
	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.
Other / general / not specified
	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.