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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	Center for Third Age Leadership
		Active in: USA ctal@eartlink.net http://www.thirdagecenter.com/ The Center for Third Age Leadership specializes in helping organizations maximize productivity by ensuring critical skills, experience and knowledge are fully utilized and transferred.
	Executive Service Corps Affiliate Netword
		http://www.escus.org/, Free A not-for-profit organization set up to help other not-for-profit organizations succeed. They offer “affordable” support services of many kinds in more than half the states in the U.S.
	Gurchiek, Kathy, "Retirement Coaching Gives Employees a Handle on Future"
		http://www.shrm.org/hrdisciplines/benefits/Articles/Pages/RetirementCoaching.aspx, Free Gurchiek emphasizes the value of personal retirement coaching in helping employees make the transition into retirement.
	Hinrichsen, Gregory A., et al, "Influencing Public Policy to Improve the Lives of Older Americans", Gerontologist, December 2010 (Vol. 50, No. 6)
		http://gerontologist.oxfordjournals.org/content/50/6/735.abstract The authors explore ways to apply expert knowledge about aging into the public policy arena.
	Hudson Institute, Inc.
		Active in: USA, International 1015 15th Street, N.W. 6th Floor Washington, DC 20005 Telephone:202-974-2400 Fax:202-974-2410 http://www.hudson.org/ A nonpartisan policy research organization dedicated to innovative research and analysis that promotes global security, prosperity, and freedom.
	Next Four Decades, The: The Older Popula-tion in the United States, 2010 to 2050
		U.S. Census Bureau, May 2011, Free http://www.census.gov/prod/2010pubs/p25-1138.pdf Provides population projections using detailed demographic categories shown at 10-year intervals.
	Older Americans Act: More Should Be Done to Measure the Extent of Unmet Need for Services
		U.S. General Accounting Office, February 28, 2011, Free http://www.gao.gov/new.items/d11237.pdf The GAO reveals that inconsistent and incomplete record keeping and measurement procedures at the state level tell us how many elderly people receive services like free meals, but do not tell us how many people needing these services are not receiving them.
	Shrestha, Laura B., and Heisler, Elayne J., Changing Demographic Profile of the United States, The
		U.S. Congressional Research Service, March 2011, Free http://assets.opencrs.com/rpts/RL32701_20110331.pdf This report examines U.S. demographic trends go-ing back to 1950 and projected into the future.
	State Data Center (AARP Public Policy Institute)
		http://www.aarp.org/research/ppi/state_data/, Free Shows where you can readily get hold of study data pertaining to any particular U.S. state.
	Tax-Exempt Status for Your Organization
		U.S. Internal Revenue Service, Revised from time to time, Free http://www.irs.gov/pub/irs-pdf/p557.pdf The official, and quite detailed, publication from the IRS explaining which organizations qualify for tax-exempt status and what you need to do to obtain it.
	U.S. Census Demographic Profile Data for States by Age: April 1, 2010 (U.S. Administration on Aging)
		http://www.aoa.gov/AoARoot/Aging_Statistics/Census_Population/census2010/docs/stterr2010.xls, Free Downloadable Excel spreadsheet.
	USA.gov for Nonprofits (U.S. Government)
		http://www.usa.gov/Business/Nonprofit.shtml, Free A U.S. government website that offers authoritative guidance on federal rules, grants, programs, etc., plus links to state-by-state information pages that explain what is needed on the state level and how to get it.
	Yakoboski, Paul J., "Use and Impact of Advice among Near-Retriees, The", Trends and Issues, February 2010
		http://www.tiaa-crefinstitute.org/pdf/research/trends_issues/ti_nearretirees0210a.pdf, Free This study is of employees in higher education and deals with financial issues primarily, but it finds that older employees are more likely to both seek and implement advice.
	Yanikoski, Charles S., "Future of Integrative Planning, The", Integrative Adviser, June 2010 (Vol. 3, No. 2)
		http://www.aiflp.org/pdfs/IntegrativeAdviserNo0302.pdf, Free Yanikoski forecasts the progress expected in the development and growth of Integrative Advising over a five- and ten-year timeframe.
Other / general / not specified
	Association for Integrative Financial and Life Planning (AIFLP)
		Active in: USA, Australia, South Africa 69 Lancaster County Rd., Harvard, MA 01451 Telephone:978-456-7971 Fax:978-456-7972 csy@StillRiverRetire.com http://www.AIFLP.org Association for financial advisors, life coaches, and others interested or involved in these processes. Our mission is to promote the integration of financial and non-financial planning, especially (but not exclusively) for older clients. We distribute The Integrative Adviser bimonthly.
	Consumer Reports online search (Consumers Union)
		http://www.consumerreports.org/cro/index.htm, Free Use the Consumer Reports search to find their research on anything from household ameninities to nursing homes.
	Criminal Searches
		http://www.criminalsearches.com/, Free Background checks, for a fee, on home employees.
	FindLaw
		http://www.findlaw.com/, Free Locate an attorney in your area with the specialty you need.
	IntegraScan
		https://www.integrascan.com/ Background checks, for a fee, on home employees.
	Intelius
		https://www.intelius.com/criminal-check.html?gclid=CN739OqorKICFcRM5Qodd3lvRQ Background checks, for a fee, on home employees.
	Pew Research Center
		Active in: USA 1615 L Street, NW Suite 700, Washington, DC 20036 Telephone:202-419-4300 Fax:202-419-4349 http://pewresearch.org/ The Pew Research Center is a nonpartisan 'fact tank' that provides information on the issues, attitudes and trends shaping America and the world. It does not take positions on policy issues.
	Population Reference Bureau
		Active in: USA, International 1875 Connecticut Avenue, NW, Suite 520, Washington, DC 20009-5728 Telephone:800-877-9881 Fax:202-328-3937 popref@prb.org http://www.prb.org/ The Population Reference Bureau informs people around the world about population, health, and the environment, and empowers them to use that information to advance the well-being of current and future generations.
	SPRY Foundation
		Active in: USA 3916 Rosemary Street, Chevy Chase, MD 20815 Telephone:301.656.3405 Fax:301-656-6221 morganr@spry.org SPRY carries out applied research and education programs designed to enable people to age with purpose, and to continue to have meaningful engagement in their lives. Of special concern are disadvantaged and vulnerable populations.
	Too Young to Retire
		howard@2young2retire.com http://www.2young2retire.com/ Offers books, courses for clients, and training for facilitators, to help people 'love' the rest of their lives.
	U.S. Search
		http://www.ussearch.com/consumer/index.jsp Background checks, for a fee, on home employees.
	Urban Institute
		Active in: USA, International 2100 M Street, N.W., Washington, DC 20037 Telephone:202-833-7200 http://www.urban.org/ The Urban Institute is a nonpartisan organization that gathers data, conducts research, evaluates programs, offers technical assistance overseas, and educates Americans on social and economic issues in order to foster sound public policy and effective government.