Financial and Life Planning Resource Directory
Sponsored by
The Association for Integrative Financial and Life Planning
and The Life Planning Network
Directory Home        Lookup by Type        Lookup by Process        Lookup by Subject          
     
Structure: Other / general / not specified
Consumers/clients: Early career
Keeter, Scott, and Taylor, Paul, Millenials, The
Pew Research Center, December 2009, Free
http://pewresearch.org/pubs/1437/millennials-profile
A study of the demographics and attitudes of twenty-somethings.
Consumers/clients: Family: Marriage
Taylor, Roberta, and Mintzer, Dorian, Couples Retirement Puzzle, The: 10 Must-Have Conversations for Transitioning to the Second Half of Life
Lincoln Street Press, 2011
http://www.amazon.com/Couples-Retirement-Puzzle-Conversations-Transitioning/dp/1936498073/ref=sr_1_1?ie=UTF8&s=books&qid=1302879241&sr=8-1
A user-friendly guide offering couples a foundation for effective communication along with 10 important conversations including if, when and how to retire, to help them craft a shared vision for their second half of life together.
Taylor, Roberta, and Mintzer, Dorian, "Couples Retirement Puzzle, The: 10 Must-Have Conversations for Transitioning to the Second Half of Life", Integrative Adviser, September 2010 (Vol. 3, No. 3)
http://www.aiflp.org/pdfs/IntegrativeAdviserNo0303.pdf, Free
The authors highlight ten retirement issues and the unique ways in which being part of a couple affects how these issues are handled.
Consumers/clients: Late career, retirement
Borchard, David C., with Donohoe, Patricia A., Joy of Retirement, The
American Management Association, 2008, $16.95
Borchard effectively focuses the reader on making a meaningful, successful transition from career to something new.
Civic Ventures
Active in: USA
114 Sansome Street, Suite 850, San Francisco, CA 94104
Telephone:415-430-0141
Fax:415-430-0144
info@civicventures.org
http://www.civicventures.org/index.cfm
Through an inventive program portfolio, original research, strategic alliances, and the power of people´s own life stories, Civic Ventures demonstrates the value of experience in solving social problems. It works to define the second half of adult life as a time of individual and social renewal.
Cohen, Gene D., Purpose, Potential, and Productivity in Later Life: A 21st Century Retirement Study
http://www.gwumc.edu/cahh/pdf/21st%20Century%20Retirement%20Study.pdf, Free
Cohen summarizes results from the 21st Century Retirement Study of factors that promote purpose, potential, and productivity, and presents many helpful observations and ideas, including his concept of the “Social Portfolio.'
Coming of Age
Active in: USA
c/o The Intergenerational Center at Temple University, 1700 N. Broad Street, Room 412 Philadelphia, PA 19122
Telephone:215-204-8585
Fax:215-204-3195
http://www.comingofage.org/
Helps people 50+ explore their future; connect and contribute through opportunities, both paid and unpaid, in their communities; and provides training to nonprofits about how to build their capacity to capture the energy and expertise of this population.
Corbett, David, with Higgins, Richard, Portfolio Life: The New Path to Work, Purpose, and Passion After 50
John Wiley & Sons, 2007, $24.95
Dave Corbett's book turns two simple ideas into a program for life-enrichment, that you can create a life expressly for yourself and that the so-called retirement years are the best time to do it.
Davidson, Sara, LEAP: What Will We Do with the Rest of Our Lives?
Ballantine Books, 2008, $15.00
Davidson interviews people from across the country and from all walks of life, including such icons as Carly Simon, Tom Hayden, Tracy Kidder, Jane Fonda, Ram Dass, and Iman, as well as teachers, writers, psychologists, businesspeople, and spiritual leaders, to help us thing through: what comes next?
Discovering What's Next
Active in: MA
330 Homer Street, Newton, MA 02459
Telephone:617-796-1419
info@discoveringwhatsnext.com
http://www.discoveringwhatsnext.org/
DWN helps midlife and older adults negotiate the transition we experience as we approach and journey through retirement, drawing on the expertise of volunteers and peers in the community to share knowledge, networks, and advice across a broad range of issues.
Ekerdt, David J., "Frontiers of Research on Work and Retirement", Journal of Gerontology: Social Sciences, January 2010 (Vol. 65B, No. 1)
http://psychsocgerontology.oxfordjournals.org/content/65B/1/69.abstract
Ekerdt reviews the shifting boundary between work and retirement, identifying areas that call for further research, and warning we should be wary of prescribing regimes of behavior for late careers and retirement that many people are unsuited to fulfill.
Job and Career Resources for Mature and Older Job-Seekers (Quintessential Careers)
http://www.quintcareers.com/mature_jobseekers.html, Free
This site can link you to advice on various issues relating to job seeking by older workers, as well as other sites for people in this group.
Maestas, Nicole, et al, “When I’m 64:” How Aging U.S. Baby Boomers Have Begun to Carry That Weight
RAND Corporation, 2010, Free
http://www.rand.org/publications/randreview/issues/summer2010/boomer1.html
The review how aging and retirement are affecting Baby Boomers.
North Carolina Center for Creative Retirement
Active in: NC
Reuter Center, CPO # 5000, The University of North Carolina at Asheville, One University Heights, Asheville NC 28804-8516
Telephone:828-251-6140
ncccr@unca.edu
http://www.unca.edu/ncccr/index.htm
NCCCR has the threefold purpose of promoting lifelong learning, leadership, and community service opportunities for retirement-aged individuals. Besides serving the greater Asheville area, NCCCR collaborates with organizations in North Carolina and across the country.
Hayes, Kit Harrington, Principal, Orchestrating Life & Work Transformation with People Over 50
Active in: MA
Telephone:781-648-0373
kithayes5@gmail.com
Works with 'Third Age' clients to help orchestrate changes that will strengthen the meaningulness of their life and work.
Schlossberg, Nancy K., Revitalizing Retirement: Reshaping Your Identity, Relationships, and Purpose
American Psychological Association, 2009, $16.95
http://www.amazon.com/Revitalizing-Retirement-Reshaping-Identity-Relationships/dp/1433804131/ref=sr_1_3?s=books&ie=UTF8&qid=1288185812&sr=1-3
Describes the secret to a happy retirement, encouraging readers to reshape their identity, relationships, and purpose; and discussing several coping skills that deal with accepting change and help retirees continue to feel that they are vital members of their community and that they matter.
What's Next in Your Life? (Life Options Institute)
http://www.whatsnextinyourlife.com/, Free (but charges for telephone consultations)
Offers simple life planning tools and helpful references to other web resources for the post-retirement time of life.
"Active Living by Design", Special Supplement of the American Journal of Preventive Medicine
December 2009 (Vol. 37, No. 6)
http://www.rwjf.org/pr/product.jsp?id=52969
A table of contents and links to the relevant abstracts in this special issue are available at the web address cited.
Consumers/clients: Aging
Ackerman, Michelle L., et al, "Impact of Feedback on Self-rated Driving Ability and Driving Self-regulation Among Older Adults, The", Gerontologist, June 2011 (Vol. 51, No. 3)
http://gerontologist.oxfordjournals.org/content/51/3/367.abstract
The authors found that poor performance on a driving test (provided in connection with an insurance discount) temporarily dampened older drivers’ auto use, but not their self-rating of their driving ability.
Center for Policy Research - Age-Related Research Projects (University of Syracuse)
http://www-cpr.maxwell.syr.edu/research/aging_research.htm
CPR’s Aging Studies Program encompasses a range of activities including externally-funded research projects in the economics, demography, and sociology of aging.
Falardeau, Denise I., Safety for Seniors
Dorrance Publishing Co., 2006, $8.00
http://www.amazon.com/Safety-Seniors-Denise-I-Falardeau/dp/0805972315/ref=sr_1_11?s=books&ie=UTF8&qid=1281449553&sr=1-11
A short book that discusses the many details that need to be addressed in terms of household organization, health care, nutrition, and safety.
Health Tips: Senior Citizen Safety (eSsortment)
http://www.essortment.com/health-tips-senior-citizen-safety-35593.html, Free
A guide for elderly people to stay safe on vacation or in the home. References for protection and prevention.
Iris, Madelyn, et al, "Development of a Conceptual Model for Understanding Elder Self-neglect, The", Gerontologist, June 2010 (Vol. 50, No. 3)
http://gerontologist.oxfordjournals.org/content/50/3/303.abstract
The authors propose a conceptual model of elder self-neglect (a problem that represents half or more of all elder abuse cases) focusing on the importance for assessing symptoms and indicators.
Peterka, David, Senior Sleuth's Guide to Technology for Seniors, The
Conifer Books, 2009, $9.99
http://www.amazon.com/Senior-Sleuths-Guide-Technology-Seniors/dp/0982565208/ref=sr_1_24?ie=UTF8&s=books&qid=1278436553&sr=1-24
Peterka, reviews and recommends all kinds of technological items with an eye to what will be beneficial for older consumers, with many of these items being particular conveniences for people who are partially disabled in various ways.
Senior Driving (HelpGuide.org)
http://helpguide.org/elder/senior_citizen_driving.htm, Free
Tells you what you need to know about seniors and driving, whether it’s you or someone else you know who may be at risk or creating risks for others.
Senior's Safety (ADT)
http://www.adt.com/home-security/learning-center/security-topics/seniors-safety, Free
ADT, the alarm and security company, offers suggestions relating to reducing exposure mainly to criminal threats.
Simkovich, Don, "Safety Tips for Senior Citizens", 2009
http://www.associatedcontent.com/article/1512550/safety_tips_for_senior_citizens.html?cat=5, Free
Basic tips on avoiding accidents indoors and out, and for crime prevention.
Smith, Ken D., The Senior Driver's Guidebook: How To Keep Driving Longer And Survive In The 21st Century
Five Start Publishing, 1999
http://www.amazon.com/Senior-Drivers-Guidebook-Driving-Survive/dp/0961799617/ref=sr_1_11?s=books&ie=UTF8&qid=1281449980&sr=1-11
Smith discusses how to know when it’s time to stop driving and, if it’s not time yet, how to drive as safely as you can in view of the natural effects of aging.
Consumers/clients: Other / general / not specified
Abey, Arun, and Ford, Andrew, How Much Is Enough? (2nd ed.)
Greenleaf Book Group Press, 2009, $21.95
Abey and Ford present a holistic approach to financial planning, showing how to balance investments with aspirations to achieve financial security and personal well-being.
Bridges, William, Managing Transition: Making the Most of Change
2009 (3rd edition), $16.95
http://www.amazon.com/Managing-Transitions-Making-Most-Change/dp/0738213802/ref=sr_1_1?s=books&ie=UTF8&qid=1288038297&sr=1-1
Bridges offers psychological insights, compelling examples and stories, and advice on how to manage the transition process. He also gives some attention to transition in later life, using Odysseus as a model.
Crisis Intervention Services and You (Counseling Center of Wayne and Holmes Counties, Ohio)
http://www.ccwhc.org/crisis%20inter.htm, Free
This site explains what crisis intervention is, what kinds of crisis intervention services are available, how they work, and how they can help you. Although their local links will not help most people, the general information provided here is quite good and worth reading if you are in crisis.
Discover What Coaching Is All About (The Coach Connection)
http://www.findyourcoach.com/discover-coaching-lvl1.php#whatis, Free
Helpful consumer information about what life coaching is about and why it can be valuable.
Find a Coach (International Coaching Federation)
http://www.coachfederation.org/find-a-coach/, Free
Coach directory of the International Coaching Federation.
Fortgang, Laura Berman, Now What? 90 Days to a New Life Direction
Tarcher, 2005, $14.95
http://www.amazon.com/Now-What-Days-Life-Direction/dp/1585424137/ref=sr_1_1?ie=UTF8&s=books&qid=1288185391&sr=1-1
This is an in depth 3 month guide for those seeking to discover their unique life blueprint, explore potential paths and take actions towards creating positive change in their lives. Fortgang provides exercises to help the reader work throughthe various essential elements of this process.
Frazier, Patricia, et al, "Perceived Past, Present, and Future Control and Adjustment to Stressful Life Events", Journal of Personality and Social Psychology, April 2011 (Vol. 100, No. 4)
http://psycnet.apa.org/journals/psp/100/4/
The authors document the ways in which perceptions of control over events improve our ability to cope with stressful situations.
International Coach Directory (CoachInc.)
http://www.findacoach.com/Coaches/Node-Personal-5/Location-United-States-198/, Free
Free and pretty voluminous international directory of life coaches.
iPEC Coaches
http://www.ipeccoaches.com/coaches, Free
Directory of life coaches trained by iPEC
Jetton, Elizabeth, "Thriving Amidst Uncertainty", Integrative Adviser, March 2010 (Vol. 3, No. 1)
http://www.aiflp.org/pdfs/IntegrativeAdviserNo0301.pdf, Free
Jetton discusses an integral model of money and the forms of financial and non-financial individual capital in the 21st century - summarizing her presentation at the 2009 Positive Aging Conference.
Lesser, Elizabeth, Broken Open: How Difficult Times Can Help Us Grow
Villard, 2005, $14.95
http://www.amazon.com/Broken-Open-Difficult-Times-Help/dp/0375759913/ref=sr_1_1?ie=UTF8&s=books&qid=1272640857&sr=1-1
Lesser discusses how to emerge from suffering stronger, wiser, and more loving, using her own life experience and that of others as examples.
Levoy, Gregg, Callings: Finding and Following an Authentic Life
Three Rivers Press, New York, 1998, $14.95
http://www.amazon.com/Callings-Finding-Following-Authentic-Life/dp/0609803700/ref=sr_1_1?ie=UTF8&s=books&qid=1288186802&sr=1-1
Levoy examines the many kinds of calls we receive and the great variety of channels through which they come to us: to do something (change careers, go back to school, have a child) or to be something (more creative, less judgmental, more loving).
Life Coach Directory
http://www.lifecoachdir.com/contact.html, Free
Not the most complete directory, but you might find someone there not listed elsewhere.
Non-Toxic Home Cleaning (EarthEasy)
http://eartheasy.com/live_nontoxic_solutions.htm, Free
This website tells you how to substitute safe alternatives for toxic household chemicals, and links you to sources where you can purchase non-toxic products.
Spencer, Sabina A., and Adams, John D., Life Changes: A Guide to the Seven Stages of Personal Growth
Paraview Press, 2002, $16.95
http://www.amazon.com/Life-Changes-Sabina-Spencer/dp/1931044430/ref=sr_1_2?ie=UTF8&s=books&qid=1272895636&sr=1-2
The authors guide you through seven stages of transition (Losing focus, Minimizing the impact, The Pit, Letting go of the past, Testing the limits, Searching for meaning, and Integrating), and offers advice on how to make the most of this process.
Warren, John R., et al, Impact of Work and Family Trajectories on Economic Well-Being at Older Ages, The: New Insights on Cumulative Stratification
University of Wisconsin Center for Demography and Ecology, 2010, Free
http://www.ssc.wisc.edu/cde/cdewp/2010-13ab.htm
The authors find that the work and family lives of their survey respondents can be characterized by a small number of discrete trajectories shaped by gender and by early life attributes and circumstances, which are associated with later-life economic well-being.
White, Jerry, I Will Not Be Broken: Five Steps to Overcoming a Life Crisis
St. Martin's Press, 2008, $22.95
http://www.amazon.com/Will-Not-Be-Broken-Overcoming/dp/B002YNS1PC/ref=sr_1_2?s=books&ie=UTF8&qid=1289502821&sr=1-2
White, as cofounder of Survivors Corps, has interviewed thousands of victims of tragedy, and he uses this information and his own experience to elucidate a five-step approach to dealing with life crises.