Financial and Life Planning Resource Directory
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Structure
Structure: Sources of purpose and meaning
Buettner, Dan, "Find Purpose, Live Longer", AARP Magazine, November/December 2008
Buettner provides brief, clear, and easily available (to most people) summary of the importance of purpose in life.
Discovering What Matters: Balancing Money, Medicine and Meaning
MetLife Mature Market Institute, January 2009
http://www.metlife.com/assets/cao/mmi/publications/studies/mmi-workbook-discovering-matters-your-guide-good-life.pdf?SCOPE=Metlife
This report applies a market research approach to Richard Leiter’s ideas about the importance and place of purpose and meaning in life.
Feldman, Susan, and Howie, Linsey, "Looking Back, Looking Forward", Journal of Applied Gerontology, October 2009 (Vol. 28, No. 5)
http://jag.sagepub.com/cgi/content/abstract/28/5/621
The authors examine the use of the Self-Discovery Tapestry (SDT) tool, a life history review instrument, and its application to an Australian qualitative study of community-dwelling older people aged 80 years and more – but more as a research tool than as a help for the elders themselves.
Jopp, Daniela, et al, "Valuation of Life in Old and Very Old Age: The Role of Sociodemographic, Social, and Health Resources for Positive Adaptation", Gerontologist, October 2008
http://gerontologist.gerontologyjournals.org/cgi/content/abstract/48/5/646
The authors have found that health is by far the primary predictor of how strongly people value life. But interestingly, among the very old, health is no longer as strong a determinant, and social factors have more impact than for younger age groups.
Krause, Neal, "Meaning in Life and Mortality", Journals of Gerontology Series B: Psychological Sciences and Social Sciences, July 2009 (Vol. 64B, No. 4)
http://psychsocgerontology.oxfordjournals.org/cgi/content/abstract/64B/4/517
Krause reports that older people with a strong sense of meaning (and particularly a strong sense of purpose) in life tend to live longer, and that this is strongly con-ected with their better overall health.
Leider, Richard, and Shapiro, David, Claiming Your Place at the Fire: Living the Second Half of Your Life on Purpose
Berrett-Koehler Publishers, Jun-05, $16.95
Drawing on what Leider learned while sitting around the fire with tribal elders in Tanzania, he refers to his readers as 'new elders,' meaning people 'who never stop reinventing themselves.' This book is a guide to an internal, spiritual search for the purpose of one’s older years.
Vess, Matthew, et al, "Dynamics of Death and Meaning, The: The Effects of Death-Relevant Cognitions and Personal Need for Structure on Perceptions of Meaning in Life", Journal of Personality and Social Psychology, October 2009 (Vol. 97, No. 4)
http://psycnet.apa.org/journals/psp/97/4/728/
The authors confirmed that individuals with a high personal need for structure (PNS) but not those with low-PNS tend to show stable or even bolstered perceptions of meaning when death thought was heightened. Their study focuses mostly on the way low-PNS individuals respond to mortality concerns.
Yanikoski, Charles S., "Beyond Purpose in Life", Integrative Adviser, September 2009 (Vol. 2, No. 3)
http://www.aiflp.org/pdfs/IntegrativeAdviserNo0203.pdf, Free
Yanikoski argues that striving for purpose and meaning are important for certain people at certain times of life, but that they are not the ultimate answer, because they need to be and ought to be let go of before we die.
Structure: Orientation to time, time management
Accountability Coach
http://www.accountabilitycoach.com/bw/index.php
Anne Bachrach's website, offering information, links, blogs, and podcasts relating to using professional accountability to improve performance and achievement of goals. Includes a 30-day on-line Goal Achievement Self-study Program.
Bachrach, Anne M., Excuses Don't Count - Results Rule!
Seraph Publishing, 2008, $24.95 for paperback, $14.95 for e-book, $27.00 for Book on audio (Combo of e-book and audio is only $30)
http://www.accountabilitycoach.com/bw/resultsruletoc.php
Through this book, you will discover how to enhance your overall quality of life by having a proven framework and easily implementable system for achieving your goals in the time-frame you want it. You will learn how to hit your personal and professional goals with absolute certainty.
Friedberg, Leora, et al, What Effect Do Time Constraints Have on the Age of Retirement
Boston College Center for Retirement Research, December 2008, Free
http://crr.bc.edu/images/stories/Working_Papers/2008-17.pdf
The authors found that job interference with leisure activities tends to motivate people to retire, while job interference with household chores does not, and job interference with basic functions like eating, sleeping, and grooming tends to motivate people to find other jobs, but not to retire.
McNamara, Tay K., Time Use Across the Life Course
Sloan Center on Aging & Work, November 2008, Free
http://agingandwork.bc.edu/documents/IB18_TimeUse_2008-11-20.pdf
McNamara compares time use differences by age, gender, and working status (retired vs. working).
Stewart, Jay, Timing of Maternal Work and Time with Children, The
U.S. Bureau of Labor Statistics, August 2009, Free
http://www.bls.gov/osmr/pdf/ec090030.pdf
Stewart finds that employed mothers shift enriching childcare time from workdays to nonwork days. On workdays, full-time employed parents shift enriching childcare time toward evenings, but there is little shifting among part-time employed mothers.
Bachrach, Anne M., The Accountability Coach
Active in: USA
885 La Jolla Corona Ct., La Jolla, CA 92037-7445
Telephone:858-456-0160
Cell phone:619-548-2260
Fax:858-456-0158
Anne@AccountabilityCoach.com
http://www.AccountabilityCoach.com
Anne Bachrach helps business people and entrepreneurs improve their productivity, profitability, and quality of life. People who are held accountable to do the work required achieve their goals! – personally and professionally. Most of her clients are Financial Advisors.
Structure: Balancing activities And obligations
Bachrach, Anne M., Keys to Working Less, Making More Money, and Having a More Balanced Life
2007, Free
http://www.accountabilitycoach.com/bw/requestreport.php
Free report, available by request.
Structure: Community and self
Heejung, S. Kim, et al, "Culture and Social Support", American Psychologist, September 2008 (Vol 63, No. 6)
http://psycnet.apa.org/index.cfm?fa=buy.optionToBuy&id=2008-12151-002
The authors' study suggests that Asians and Asian-Americans are significantly less likely to use social support networks in dealing with problems.
Mezuk, Briana, and Rebok, George W., "Social Integration and Social Support Among Older Adults Following Driving Cessation", Journals of Gerontology Series B: Psychological Sciences and Social Sciences, 2008 (Vol. 63)
http://psychsoc.gerontologyjournals.org/cgi/content/abstract/63/5/S298
This study lends legitimacy to the fear of many older people that they will become more isolated if they give up their driver’s licenses.
Park, Nan Sook, et al, "Transportation Difficulty of Black and White Rural Older Adults", Journal of Applied Gerontology, February 2010 (Vol. 29, No. 1)
http://jag.sagepub.com/cgi/content/abstract/29/1/70
The authors find that for older rural white adults, ease of transportation decreases with income. But for their black counterparts, the relationship is not with income, but with age, gender, marital status, mental acuity, and depression.
von Hippel, William, et al, "Aging and social satisfaction: Offsetting positive and negative effects", Psychology and Aging, June 2008 (Vol. 23, No. 2)
http://psycnet.apa.org/index.cfm?fa=buy.optionToBuy&id=2008-07367-018
This article suggest that while overall social satisfaction remains largely steady as we age, this static effect is the result of a mix of underlying positive and negative changes
Structure: Work (paid, volunteer, home)
Structure: Leisure
Structure: Other / general / not specified