Financial and Life Planning Resource Directory

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Mind: Attitude / Emotion / Happiness
Consumers/clients
	Casciani, Joseph M., "Redirecting Resistance", Aging Well, Fall 2008
		While Casciani write specifically about resistance among the elderly to medical plans they perceive as being imposed on them by doctors and/or family, his observations and recommendations mostly could be applied with equal benefit to other forms of planning and the resistance that it encounters.
	Cicirelli, Victor G., "Sibling Death and Death Fear in Relation to Depressive Symptomatology in Older Adults", Journals of Gerontology Series B: Psychological Sciences and Social Sciences, January 2009 (Vol. 64, No. 1)
		http://psychsocgerontology.oxfordjournals.org/cgi/reprint/64B/1/24, Free Cicirelli measures the extent to which depressive feelings in old age relate to the death of siblings and the closeness of sibling relationships.
	Falba, Tracy A., et al, Work Expectations, Realizations, and Depression in Older Workers
		National Bureau of Economic Research Working Papers, October 2008, $5.00 http://papers.nber.org/papers/w14435 The authors report higher levels of depression in those who find themselves working beyond their expected retirement age, and those involuntarily retired before their expected age.
	FowlerJ.H., and Christakis, N.A., "Dynamic Spread of Happiness in a Large Social Network", BMJ, December 4, 2008
		http://www.bmj.com/cgi/content/full/337/dec04_2/a2338 Fowler and Christakis use results from the Framingham Heart Study to demonstrate that a key stimulus to human happiness is exposure to the happiness of others.
	George, Linda K., "Still Happy After All These Years: Research Frontiers on Subjective Well-being in Later Life", Journals of Gerontology Series B: Social Sciences, May 2010 (Vol. 65B, No. 10)
		http://psychsocgerontology.oxfordjournals.org/content/65B/3/331.abstract George reviews decades of studies on the subjective sense of well-being in older people, and finds that inferences about the causes of this sense remain problematic.
	Heilbrun, Carolyn G., The Last Gift of Time: Life Beyond Sixty
		Ballantine Books, 1998, $19.98 An intelligent, intimate celebration of later life, part memoir, part essay. The author tells of buying a home at age 68, balancing solitude with email, and visiting England. She reflects on growing up female in America, managing an academic career and her feminism, and finding her father’s family.
	Kunzmann, Ute, "Differential Age Trajectories of Positive and Negative Affect: Further Evidence From the Berlin Aging Study", Journals of Gerontology Series B: Psychological Sciences and Social Sciences , 2008 (Vol. 63)
		http://psychsoc.gerontologyjournals.org/cgi/content/abstract/63/5/P261 Kunzmann used samples from a German study to conclude that “Positive affect may decline because it requires objective competencies, which seem to decrease in old age. Negative affect may remain stable because it is associated with self-evaluations, which seem to change less with age.”
	Mayer, John D., et al, "Emotional Intelligence: New ability or Eclectic Traits?", American Psychologist, September 2008 (Vol 63, No. 6)
		http://psycnet.apa.org/index.cfm?fa=buy.optionToBuy&id=2008-12151-001 The authors argue that Emotional Intelligence is an important variable both conceptually and empirically, and it shows incremental validity for predicting socially relevant outcomes
	Poon, Cecilia Y. M., and Knight, Bob G. , "Influence of Sad Mood and Old Age Schema on Older Adults' Attention to Physical Symptoms", Journals of Gerontology Series B: Psychological Sciences and Social Sciences, January 2009 (Vol. 64, No. 1)
		http://psychsocgerontology.oxfordjournals.org/cgi/reprint/64B/1/41, Free Poon and Knight found that both older age and sad mood tend to increase a person’s focus on physical symptoms, especially when both apply at the same time.
	Quan, Huang Chang, et al, "Health Status and Risk for Depression among the Elderly: a Meta-analysis of Published Literature", Age and Ageing, January 2010 (Vol. 39, No. 1)
		http://ageing.oxfordjournals.org/cgi/content/abstract/39/1/23 The authors determined that among the elderly, poor self-reported health status appears to be more strongly associated with depression than the presence of chronic disease.
	Rath, Tom, and Clifton, Donald O., How Full Is Your Bucket?
		Gallup Press, 2007 (Educator's edition), $22.95 The authors, a grandfather-grandson team, explore how using positive psychology in everyday interactions can dramatically change our lives, in work, in marriage, and beyond.
	Ready, Rebecca E., "Emotion in Younger and Older Adults: Retrospective and Prospective Associations with Sleep and Physical Activity", Experimental Aging Research, July 2009 (Vol. 35, No. 3)
		http://www.informaworld.com/smpp/content~db=all~content=a911230988 The authors report that older adults may have superior emotion regulation skills than younger adults, and suggest that as emotion regulation capacities increase with age, emotions may be less swayed by external events or even by internal traits.
	Russell, David, "Living Arrangements, Social Integration, and Loneliness in Later Life: The Case of Physical Disability", Journal of Health and Social Behavior, December 2009 (Vol. 50, No. 4)
		http://www.ingentaconnect.com/content/asoca/jhsb/2009/00000050/00000004/art00006 Russell's study reveals that older people living with a spouse are less lonely than those living with children or extended family, and that this difference is magnified for elders with disabilities.
	Shaw, Benjamin A., et al, "Age and Race Differences in the Trajectory of Self-Esteem", Psychology and Aging, March 2010 (Vol. 25, No. 1)
		http://psycnet.apa.org/index.cfm?fa=browsePA.volumes&jcode=pag The authors found that young people tend to show increases in self-esteem over time, and elderly people show decreases, but they found no differences based on race.
	"Social Support, Networks, and Happiness", Today's Research on Aging, June 2009 (No. 17)
		http://www.prb.org/pdf09/TodaysResearchAging17.pdf, Free A summary of research on aging and happiness.
Advisers
	Mellan, Olivia, "In These Turbulent Times – The Present, Still Tense", Integrative Adviser, December 2009 (Vol. 2, No. 4)
		http://www.aiflp.org/pdfs/IntegrativeAdviserNo0204.pdf Mellan outlines the need and the methods for reducing stress among professional advisers.
	Paskin, Janet, "Financial Planning Gets Personal", SmartMoney, June 2009
		http://www.smartmoney.com/investing/stocks/Financial-Planning-Gets-Personal/, Free Paskin discusses the pros and cons of financial planners trying to dig below the surface to uncover their clients’ feelings, desires, and problems. Using comments from advisers and clients, she indicates mixed results for both parties.