Financial and Life Planning Resource Directory

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Heart: Close/intimate relationships
Consumers/clients
	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.
	Birditt, Kira S., et al, "Longitudinal Patterns of Negative Relationship Quality across Adulthood", Journals of Gerontology Series B: Psychological Sciences and Social Sciences, January 2009 (Vol. 64, No. 1)
		http://psychsocgerontology.oxfordjournals.org/cgi/reprint/64B/1/55, Free Tha authors find that when the same people are involved, existing negative relationships tend to persist, but where new friends or new spouses/partners are present, the negativity tends to be reduced.
	Brown, Susan L., and Kawamura, Sayaka, Relationship Quality Among Cohabitors and Marrieds in Older Adulthood
		National Center for Family and Marriage Research at Bowling Green University, January 2010, Free http://ncfmr.bgsu.edu/family_%20marriage_lit/Working%20Papers/PDFs/wp10-01.pdf The authors report that middle age and older cohabitors (a growing group) and married people differ little in emotional satisfaction, pleasure, openness, time spent together, criticism, and demands. But cohabitors are less likely than marrieds to report a relationship as “very happy.”
	Courwolle, Kathryn M., et al, Association between Retirement and Emotional Well-Being: Does Prior Work-Family Conflict Matter?
		California Center for Population Research, December 2008 http://papers.ccpr.ucla.edu/papers/PWP-CCPR-2008-052/PWP-CCPR-2008-052.pdf The authors report that retirement helps to ease stress and improve well-bring in cases where high levels of tension between work and family obligations previously existed.
	Gelo, Florence, "Invisible Individuals: LGBT Elders", Aging Well, September 2008
		Gelo examines planning issues relating to older gay, lesbian, bisexual and transgendered individuals.
	Generations United
		Active in: USA 1331 H Street NW, Suite 900, Washington, DC 20005 Telephone:202-289-3979 Fax:202-289-3952 http://www.gu.org/ A national membership organization focused solely on improving the lives of children, youth, and older people through intergenerational strategies, programs, and public policies.
	Improving the Lives of LGBT Older Adults
		Movement Advancement Project (MAP) and Services & Advocacy for Gay, Lesbian, Bisexual & Transgender Elders (SAGE), March 2010, Free http://www.lgbtmap.org/file/advancing-equality-for-lgbt-elders.pdf Among other findings: lesbian, gay, bisexual and transgender older adults tend to be less financially secure, find it more difficult to achieve good health and get good health care, and are more likely to face social isolation.
	Koppen, Jean, Retired Spouses: A National Survey of Adults 55-75
		American Association for Retired Persons, November 2008, Free http://www.aarp.org/research/work/retirement/retired_spouses.html A recent survey of adults aged 55-75 suggests a generally positive effect of retirement on marriages - with greater satisfaction when both spouses are retired, and less when only one is retired. Other aspects of retirement are also covered.
	Munn, Jean C., et al, "The End-of-Life Experience in Long-Term Care: Five Themes Identified From Focus Groups With Residents, Family Members, and Staff", Gerontologist, August 2008 (Vol. 48)
		http://gerontologist.gerontologyjournals.org/cgi/content/abstract/48/4/485 The five themes referenced in this report all relate to closeness based on proximity and frequency of contact. They suggest ways in which this insight should affect care.
	Nemzoff, Ruth, Don't Bite Your Tongue: How to Foster Rewarding Relationships with Your Adult Children
		Palgrave-Macmillan, 2008, $14.95 http://www.ruthnemzoff.com Dr. Nemzoff focuses on the positive ways parents and children can add meaning to each other's lives. It includes a chapter on discussing financial matters with your adult children.
	Nemzoff, Ruth
		Active in: MA Available for speaking 91 Pickwick Rd. Newton, MA 02465 Telephone:617-332-7060 Fax:617-332-9632 rnemzoff@brandeis.edu http://www.ruthnemzoff.com Resident Scholar Brandeis Women's Studies Research Center; Adjunct Assistant Professor, Bentley University; author and speaker on how to foster intergenerational conversations about money and assets or lack thereof.
	Sears-Roberts Alterovitz, Sheyna, and Mendelsohn, Gerald A., "Partner Preferences Across the Life Span: Online Dating by Older Adults", Psychology and Aging, June 2009 (Vol. 24, No. 2)
		http://psycnet.apa.org/journals/pag/24/2/ The authors studied personal ads to uncover differences in what men and women in various age groups seek in a romantic partner.
	Seider, Benjamin H., et al, "We Can Work It Out: Age Differences in Relational Pronouns, Physiology, and Behavior in Marital Conflict", Psychology and Aging, September 2009 (Vol. 24, No. 3)
		http://psycnet.apa.org/index.cfm?fa=buy.optionToBuy&id=2009-13203-009&CFID=4680849&CFTOKEN=80919089 The authors discovered that in marital conversations, older couples used more “we” pronouns that younger couples, and that this phenomenon related to other positive aspects of the relationship as reflected in the conversation. This suggests a ready indicator of marital relationship quality.
	Smith, Timothy W., et al, "Conflict and Collaboration in Middle-aged and Older Couples: I. Age Differences in Agency and Communion during Marital Interaction", Psychology and Aging, June 2009 (Vol. 24, No. 2)
		http://psycnet.apa.org/journals/pag/24/2/ The authors found that older couples display less negativity during disagreements with one another, and more warmth while collaborating in decisions, than younger couples do.
	Stevenson, Betsey, Women’s Education and Family Behavior: Trends in Marriage, Divorce and Fertility
		Penn Population Aging Research Center, January 2010, Free http://repository.upenn.edu/cgi/viewcontent.cgi?article=1028&context=parc_working_papers Stevenson finds that while patterns for men have not changed much, college educated women marry later, have fewer children, are less likely to view marriage as “financial security”, are happier in their marriages and with their family life, and are less likely to divorce than 30 years ago.
	Timmermann, Sandra, "Generational Reciprocity: What Does It Mean in the 21st Century?", Journal of Financial Service Professionals, September 2009
		Timmerman suggests that, with the economy in a meltdown and today’s parents confronting the high cost of day care, coupled with heightened concerns about bringing an unknown person into their homes to care for the children, the idea of Grandma moving in with the family may make a comeback.
	Vandervelde, Maryanne, Retirement for Two
		Bantam Books, 2005, $17.00 Topics include managing money within the relationship; wanting different things; deciding where to live; medical and legal matters; fighting fairly and growing whole individually and together. Illustrated with New Yorker cartoons dealing with relationships in retirement.