Financial and Life Planning Resource Directory
Sponsored by
The Association for Integrative Financial and Life Planning
and The Life Planning Network
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Other / general / not specified
Consumers/clients: Early career
Millennials, The: Confident. Connected. Open to Change
Pew Research Center, February 2010, Free
http://pewsocialtrends.org/assets/pdf/millennials-confident-connected-open-to-change.pdf
A teen and twenty-something Americans, which characterizes them as confident, self-expressive, liberal, upbeat and open to change.
Consumers/clients: Family: Parent-child or -grandchild
GrandFacts: Data, Interpretation, and Implications for Caregivers
Generations United, December 2009, Free
http://www.gu.org/documents/A0/GrandFacts_Report.pdf
This report provides data and other information about families where grandchildren live with grandparents, but not parents, and discusses implications for caregiving, housing, and education.
Consumers/clients: Mid-career, wealth-building
Boomer Bookends: Insights into the Oldest and Youngest Boomers
MetLife Mature Market Institute, February 2009, Free
http://www.metlife.com/assets/cao/mmi/publications/studies/mmi-studies-boomer-bookends.pdf
This report compares and contrasts the characteristics of Baby Boomers at the opposite ends of this age group.
Boomers titled Boomers in the Middle: An In-Depth Look at Americans Born 1952-1958
MetLife Mature Market Institute, 2010, Free
http://www.metlife.com/assets/cao/mmi/publications/studies/2010/mmi-boomers-middle.pdf
A demographic and attitudinal study of the middle group of Baby Boomers.
Consumers/clients: Late career, retirement
Brown, Sara, and Malling, Joan S., How to Create the Life You Want after 50
Savvy Sisters Press, 2004
The authors include over 200 tips, resources and exercises for planning at midlife. They guide the reader through a three step planning process to identify and assess typical midlife issues and opportunities, clarify needs and wants and develop a plan.
Dennis, Helen, and Blatter, Bernice, "Retirement for career women: It's more than money", Integrative Adviser, June 2008 (Vol. 1, No. 1)
www.aiflp.org/pdfs/IntegrativeAdviserNo0101.pdf
Discusses women's retirement issues and the use of 'Renewment' groups to help women deal with them.
Discovering What’s Next Workbook: Your Guide to the Good Life
MetLife Mature Market Institute, 2009, Free, but you need to contact them for the accompanying DVD
http://www.metlife.com/assets/cao/mmi/publications/studies/mmi-discovering-what-matters-workbook.pdf
A wide-ranging, though not detailed, workbook for consumers to explore the big decisions they face in the second half of life.
Fraunfelder, Frederick T., and Gilbaugh, James H., Jr., Retirement Rx
Penguin Group (Avery), 2008, $23.95 (U.S.)
The 'Retirement Docs' have identified eight key factors that determine the likelihood of a successful retirement. They provide quizzes and analyses that help the reader score him/herself on these eight scales, and understand their significance.
Freudenheim, Ellen, Looking Forward: An Optimist’s Guide to Retirement
Harry N. Abrams Publisher, 2004, $14.95
Freudenheim offers innovative ways to think about our lives once work is no longer central. Holistic in approach, the book address issues such as attitude, relationships, and physical and mental fitness, with chapters on working, volunteering, traveling, spiritual pursuits, romance and play.
It’s Not Easy Being Gray: The New Rules of Retirement
Urban Institute, February 2009, Free
http://www.urban.org/UploadedPDF/411840_rules_of_retirement.pdf
This report takes a sensible, overall look at the financial quandaries facing retirees to-day.
Life Planning Network
Active in: USA
info@lifeplanningnetwork.org
http://www.lifeplanningnetwork.org/
LPN is a community of professionals from diverse fields who share a commitment to providing a broad spectrum of Life Planning services and resources for the Third Age, embodying the energy and power inherent in collective expertise, collaboration, learning and leadership.
McFadden, Elizabeth (ed.), Ready or Not: Your Retirement Planning Guide
MEI Publishing, Revised annually, $15.00 (U.S.)
The authors cover the gamut of retirement issues in an efficient way, with worksheets and explanations geared to answering a large number of specific concerns.
Nelson, John E., What Color Is Your Parachute (for Retirement)?
Ten Speed Press, 2010, $16.99
Tackles retirement readiness in terms of money, health, and happiness, using the latest research from economics, medicine, and psychology. This books aims to inspire readers to take the helm of their retirement destinies, while fulfilling their lifelong goals, passions, and dreams.
Pollan, Stephen M., and Levine, Mark, Second Acts: Creating the Life You Really Want, Building the Career You Truly Desire
Collins Living, 2003, $13.95
A guide to reinventing your life whether you are at the beginning of your career or about to retire. The authors posit that barriers to a rich and rewarding life are self-imposed and can by overcome, and provide practical success stories from from their own lives and those of their clients.
Ruffenach, Glenn, and Greene, Kelly, Wall Street Journal Complete Retirement Guidebook
Three Rivers Press, New York, 2007, $14.95
How to tailor a financial plan for the lifestyle you want.
Seniors Site
http://seniors-site.com/
Information, support, and fun for seniors.
Yanikoski, Charles S., President, Still River Retirement Planning Software, Inc.
Active in: MA,NH,RI,CT,VT,ME,NY,NJ
Available for speaking
69 Lancaster County Rd., Harvard, MA 01451
Telephone:978-456-7971
Fax:978-456-7972
csy@StillRiverRetire.com
http://StillRiverRetire.com
Advice and support on tools, methods, and services to assist retirees and near-retirees make the transition into retirement, from both a financial and non-financial perspective.
ThirdAge
http://www.thirdage.com/
A site providing a wide variety of information for Baby Boomers entering or in the second half of life.
University of Michigan Retirement Research Center
Active in: USA
University of Michigan, P.O. Box 1248, Ann Arbor, MI 48104
Telephone:734-615-0422
Fax:734-615-2180
mrrc@isr.umich.edu
http://www.mrrc.isr.umich.edu/
MMRC promotes high-quality research on retirement and Social Security policy, communicates findings to the policy community and the public, enhances access to relevant research data, and helps to train new scholars.
van Solinge, Hanna, and Henkens, Kène, "Adjustment to and satisfaction with retirement: Two of a kind?", Psychology and Aging, June 2008 (Vol. 23, No. 2)
http://psycnet.apa.org/index.cfm?fa=buy.optionToBuy&id=2008-07367-017
The authors studed Danish retirees to distinguish between satisfaction with the retirement process and satisfaction with retirement itself, arguing that different factors are determinative in each.
Vernon, Steve, "Recession-Proof Your Retirement Years", Integrative Adviser
Association for Integrative Financial and Life Planning, March 2010 (Vol. 3, No. 1), Free
http://www.aiflp.org/pdfs/IntegrativeAdviserNo0301.pdf
Vernon argues that building wealth is a different problem from developing reliable sources of income in one's retirement years. He shares smart steps that people can take to recession-proof their retirement years.
Yanikoski, Charles S., "Outline of Integrative Planning Issues for People in the Third Age and Beyond, An", Integrative Adviser, March 2009 (Vol. 2, No. 1)
http://www.aiflp.org/pdfs/IntegrativeAdviserNo0201.pdf, Free
Yanikoski outlines in detail the financial and non-financial issues people face in retirement, and the procedural issues that come up in the course of addressing them.
Zelinski, Ernie J., How to Retire Wild, Happy and Free
Ten Speed Press, 2007, $16.95
Zelinski paints a picture of retirement so appealing you will wish you had retired years ago. He hits topics such as lifelong learning, relocation, the importance of friendships, and creative travel options. His seven page list of “activities for your get-a-life tree” helps get the reader started.
Consumers/clients: Aging
AARP Policy & Research
http://www.aarp.org/research/
AARP Policy & Research features authoritative information on issues affecting the 50+ population. This expanding collection of research publications, speeches, legal briefs and opinion pieces seeks to provide deeper insight and fresh perspectives to professional audiences.
AGing Integrated Database (U.S. Administration on Aging)
http://www.data.aoa.gov/, Free
An on-line query system that provides dynamic access to Administration on Aging-related program performance results, surveys, and other data files.
Altoonian, Linda, Liging Agelessly: Creating a Lifestyle for Midlife and Beyond
DiaMedica, 2009, $16.95
Altoonian presents hundreds of nitty-gritty tips and suggestions for dealing constructively with aging, all couched with solid wisdom, good common sense, and extensive knowledge.
American Association for Retired Persons
Active in: USA
601 E Street NW' Washington, DC 20049
Telephone:888-687-2277
http://www.aarp.org/
Services and products for Americans age 50 and above.
American Society on Aging
Active in: USA, International
833 Market Street, Suite 511, San Francisco, CA 94103
Telephone:415-974-9600 or 800-537-9728
Fax:415-974-0300
info@asaging.org
http://www.asaging.org/index.cfm
ASA supports the commitment and enhance the knowledge and skills of those seeking to improve the quality of life of older adults and their families. Its members are a multidisciplinary array of professionals concerned with the physical, emotional, social, economic and spiritual aspects of aging.
Data Sources on Older Americans 2009
Federal Interagency Forum on Aging-related Statistics, 2009, Free
http://www.agingstats.gov/agingstatsdotnet/Main_Site/Data/2009_Documents/Final_DSOA2009_508.pdf
This study highlights the aging-related products currently available from member agencies of the Forum as well as other U.S. federal agencies.
Gerontologist
Gerontological Society of American (Oxford Journals)
http://gerontologist.oxfordjournals.org/index.dtl
A bimonthly journal that provides a multidisciplinary perspective on human aging through the publication of research and analysis in gerontology, including social policy, program development, and service delivery.
Aging Well
Great Valley Puglishing, Spring City, PA, Free
http://www.agingwellmag.com/
A free, bimonthly publication for professionals in the field of aging, including geriatric care managers, nurses and nurse practitioners, physicians and physician assistants, social workers, counselors, psychologists, and administrators who work with adults in the second half of life.
International Federation on Ageing
Active in: International
Castleview Wichwood Towers (CWT), 351 Christie Street, Toronto, Ontario, M6G 3C3 Canada
Telephone:416-342-1655
Fax:416-392-4157
http://www.ifa-fiv.org/
An international non-governmental organization with a membership base of NGOs, the corporate sector, academia, government, and individuals, aiming at generating positive change for older people throughout the world.
International Longevity Center
Active in: USA
60 E. 86th Street, New York, NY 10028
Telephone:212-288-1468
Fax:212-288-3132
info@ilcusa.org
http://www.ilcusa.org/
A nonprofit, nonpartisan, international research, policy, and education organization formed to educate individuals on how to live longer and better, and advise society on how to maximize the benefits of today's age boom.
Jung, Yunkyung, et al, "Productive Activities and Development of Frailty in Older Adults", Journal of Gerontology: Social Sciences, March 2010 (Vol. 65B, No. 2)
http://psychsocgerontology.oxfordjournals.org/content/65B/2/256.abstract
The authors find that, though high-functioning older adults who participate in productive activities are less likely to become frail, after adjusting for age, disability, and cognitive function, only volunteering, not paid work or child care, is associated with lower cumulative odds of frailty.
Löckenhoff, Corinna E., et al , "Perceptions of Aging Across 26 Cultures and Their Culture-level Associates", Psychology and Aging, December 2009 (Vol. 24, No.4)
http://psycnet.apa.org/index.cfm?fa=search.displayRecord&id=D33AC41B-F6F0-7952-3FC9-CA574908E0C4&resultID=2&page=1&dbTab=pa
Wide cross-cultural consensus on expectations about aging was found, incl. declines in societal views of aging, physical attractiveness, ability to perform everyday tasks, and new learning; increases in wisdom, knowledge, and respect; and stability in family authority and life satisfaction.
Marohn, Stephanie (ed.), Audacious Aging
Elite Books, 2009, $29.95
Essays by forty contributors, some famous and old, others knowledgeable about aging (or some particular aspect of aging) as a field of study or professional practice, discuss ways in which older people can experience aging in a positive and vigorous manner.
McLaughlin, Sara J., et al, "Successful Aging in the United States: Prevalence Estimates From a National Sample of Older Adults", Journal of Gerontology: Social Sciences, March 2010 (Vol. 65B, No. 2)
http://psychsocgerontology.oxfordjournals.org/content/65B/2/216.abstract
The authors report that fewer than one in eight older Americans are aging “successfully” according to the Rowe and Kahn definition, that this percentage declined from 1998 to 2004, and that the odds are lower for people who are older, male, or of lower socio-economic status.
MetLife Mature Market Institute
Active in: USA
http://www.metlife.com/mmi/
The Institute's mission is to provide objective research and focused thought leadership to render a vibrant portrait of growing older today.
Policy & Public Agency Report
National Academy on an Aging Society
http://www.agingsociety.org/agingsociety/publications/public_policy/index.html
Public Policy & Aging Report, published quarterly, explores policy issues generated by the aging of American society.
Public Policy & Aging Report
National Academy on an Aging Society
http://www.agingsociety.org/agingsociety/publications/public_policy/
Public Policy & Aging Report, published quarterly, explores policy issues generated by the aging of American society.
National Academy on an Aging Society
Active in: USA
1220 L Street NW, Suite 901, Washington, DC 20005
Telephone:202-408-3375
Fax:202-842-1150
info@agingsociety.org
http://www.agingsociety.org/agingsociety/index.html
A non-partisan public policy institute, the Academy actively conducts and compiles research on issues related to population aging and provides information to the public, the press, policymakers, and the academic community.
National Council on the Aging
Active in: USA
1901 L Street NW, 4th Floor, Washington, D.C. 20036
Telephone:202-479-1200
http://www.ncoa.org/
Focused on improving health, enhancing economic security, promoting independence and dignity, and strengthening community organizations for the elderly.
O'Shaugnessy, Carol V., "The Aging Services Network: Broad Mandate and Increasing Responsibilities", Public Policy & Aging Report, Summer 2008 (Vol. 18, No. 3)
http://www.aoa.gov/PRESS/main_news/news/2008/Policy_Report_on_the_Aging_Network_2008.pdf, Free
O’Shaughnessy reports on the status and future of the 'Aging Services Network' - i.e., the many federal, state, and local agencies as well as tens of thousands of private service organizations.
Older Americans 2008: Key Indicators of Well-Being
Federal Interagency Forum on Aging-Related Statistics, 2008, Free
http://www.agingstats.gov/agingstatsdotnet/Main_Site/Data/Data_2008.aspx
Describes the overall status of the U.S. population age 65 and over. As in previous versions, this report uses data from over a dozen national sources to construct broad indicators of well-being for the older population and to monitor changes in these indicators over time.
Experimental Aging Research
Routledge, Taylor & Francis Group
http://www.informaworld.com/smpp/title~content=t713722867~db=all
An international quarterly journal devoted to the scientific study of the aging process.
Sadler, William, and Kreft, James H., Changing Course: Life After 50
Center for Third Age Leadership, 2007, $18.95
The authors address the challenges and opportunities, possibilities and less, in the second half of life, emphasizing the creation of a 'Third Age Portfolio'
Sadler, William, The Third Age: Six Principles of Growth and Renewal after Forty
Perseus Publishing, 2001
The author conducted 20 years of research involving people 40-80 years of age. Here he summarizes his findings and identifies six principles of growth and renewal for 'Third Agers'. He offers his readers a new perspective on aging, one that is filled with optimism and endless possibilities.
Scheibe, Susanne and Carstensen, Laura L., "Emotional Aging: Recent Findings and Future Trends", Journal of Gerontology: Psychological Sciences, February 2010 (Vol. 65B, No. 10)
http://psychsocgerontology.oxfordjournals.org/content/65B/2/135.abstract
The authors argue that efforts to link levels of emotional functioning with long-term outcomes, combining space- and time-sensitive measures of brain function, and developing new ways to improve life quality for older adults may further refine life-span theories and open promising avenues of study.
Journal of Applied Gerontology
Southern Gerontological Society (SAGE Journals)
http://jag.sagepub.com/
The Journal of Applied Gerontology provides an international forum for information that has clear and immediate applicability to the health, care, and quality of life of older persons.
U.S. Administration on Aging
Active in: USA
Administration on Aging, Washington, DC 20201 (plus regional and local offices)
Telephone:202 619-0724
http://www.aoa.gov/about/over/over.aspx
AoA provides home and community-based services to millions of older persons through the programs funded under the Older Americans Act. Their website provides information about these products and services, and about aging in general.
Today's Research on Aging
U.S. Population Reference Bureau, Free
http://www.prb.org/TodaysResearch.aspx
An e-newsletter series intended to increase awareness of research results and their application to major public and private decisionmaking.
U.S. Senate Committee on Aging
http://aging.senate.gov/
Presents transcripts and webcasts on hearings to explore and investigate issues that concern all elderly Americans.
Vaillant, George E., Aging Well
Little Brown, 2002, $14.99
Vaillant reports on several longitudinal studies of the basic elements of adult human development, analyzing the health and happiness of hundreds of individuals from a wide variety of backgrounds. Vaillant summarizes key cases, and documents the main aspects and predictors of successful aging.
Journals of Gerontology Series B: Psychological Sciences and Social Sciences
http://psychsocgerontology.oxfordjournals.org/
Publishes articles on all areas of the psychological and social aspects of aging.
Consumers/clients: Religious groups
Shirbekk, Vegard, et al, "Secularism, Fundamentalism, or Catholicism? The Religious Composition of the United States to 2043", Journal for the Scientific Study of Religion, June 2010 (Vol. 49, No. 2)
http://www3.interscience.wiley.com/journal/123489418/abstract
The authors estimate that with the lower fertility rates that secular couples display, and continuing high immigration rates from Hispanic countries, the non-religious population will actually peak before 2043.
Consumers/clients: Geographic groups
Hayashi, Chiemi, et al, Transforming Pensions and Healthcare in a Rapidly Ageing World: Opportunities and Collaborative Strategies
World Economic Forum, 2009, Free
http://www.weforum.org/pdf/scenarios/Transforming-Pensions-Healthcare.pdf
The authors argue for effective multi-stakeholder collaboration, transformational changes in thinking, and integrated retirement and healthcare solutions.
Consumers/clients: Other / general / not specified
Age Data of the United States (U.S. Census Bureau)
http://www.census.gov/population/www/socdemo/age/general-age.html#bb%ED%AF%80%ED%B2%84, Free
Data tables and analysis on the Baby Boomer population, on the Age 55+ population, and on the Age 65+ population.
Generation Profiles of Americans Born in the 1900s (MetLife Market Survey of Nursing Home, Assisted Living, Adult Day Services and Home Care Costs)
http://www.metlife.com/mmi/research/generational-profiles.html#introduction
Profiles of six different U.S. age groups.
American Sociological Review
Ohio State University, Department of Sociology
http://www2.asanet.org/journals/asr/
The flagship journal of the American Sociological Association, publishing original works of interest to the sociology discipline in general, new theoretical developments, results of research that advance our understanding of fundamental social processes, and important methodological innovations.
Population and Household Economic Topics (U.S. Census Bureau)
http://www.census.gov/population/www/, Free
A landing page for finding Cenus Bureau population / household studies