Financial Security Resources

Resource:
MetLife: Mature Market Institute
Notes:
Offers expertise in aging, longevity and the generations and is a recognized thought leader by business, the media, opinion leaders and the public. The Institute’s research, insights, strategic partnerships and consumer education expand the knowledge and choices for those in, approaching, or working with the 50+ market.

Website

Resource:
National Council on Aging
Notes:
Brings together nonprofit organizations, businesses, and government to develop creative solutions that improve the lives of all older adults from finding jobs and benefits, to improving their health, and remaining active in their communities.

Website

Resource:
SecondAct
Notes:
An online destination tailored to the needs and interests of readers over age 40. Provides inspiration, information and hands-on know-how for getting the most out of the second half of life with a wealth of news, features and profiles of successful “second-acters” in four key areas: Managing money and investing for financial independence; Finding an encore career or opportunities for making a difference in the world; Exploring healthy lifestyles and fitness options; and Enjoying the good life, including food, travel, tech, the arts, and simple living.

Website

Resource:
American Society on Aging
Notes:
Develops leadership, knowledge and skills to address the challenges and opportunities of a diverse aging society. Membership is multidisciplinary and inclusive of professionals who are concerned with the physical, emotional, social, economic and spiritual aspects of aging.

Book

Author/Presenter:
Bernstein, Alan and Trauth, John

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Resource:
Your Retirement, Your Way: Why It Takes More Than Money to Live Your Dream

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Publisher:
New York, NY: McGraw-Hill, 2007

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Notes:
Introduces a self-assessment system based on the Birkman Method® — with financial planning tools and step-by-step guidelines — to help individuals identify personal strengths, needs, and social attributes that will enable them to navigate their way to a more confident ‘retirement’ that offers both purpose and renewal
WorldCat:
www.worldcat.org/oclc/70866882

Book

Author/Presenter:
Cullinane, Jan and Fitzgerald, Cathy

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Resource:
New Retirement: The Ultimate Guide to the Rest of Your Life, The

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Publisher:
Emmaus, PA: Rodale, 2008

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Notes:
Offers comprehensive guidance in planning for retirement. Covers financial and tax information; niche lifestyles; travel; and second homes
WorldCat:
www.worldcat.org/oclc/180476370

Book

Author/Presenter:
Eisenberg, Lee

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Resource:
The Number: What Do You Need for the Rest of Your Life and What Will it Cost?

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Publisher:
New York, NY: Free Press, 2007

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Notes:
Offers commonsense advice about the often anxiety-riddled discussion concerning financial planning for a secure and fulfilling future. The Number represents the amount of money and resources people will need to enjoy the active life they desire, especially post-career. From Wall Street to Main Street USA, The Number means different things to different people. It is constantly fluctuating in people’s minds and bank accounts, and is as much about self-worth as net-worth. This book is not an investment guide, but rather a look behind our most common financial and emotional conflicts and how we can begin to get a grip on them
WorldCat:
www.worldcat.org/oclc/77274582

Book

Author/Presenter:
Myers, Dowell

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Resource:
Immigrants and Boomers: Forging a New Social Contract for the Future of America

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Publisher:
New York, NY: Russell Sage Foundation, 2007

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Notes:
Discusses the anxieties many Americans have regarding immigrants and how these fears often overshadow an even more significant demographic change — the first wave of Baby Boomers to retire — with its potential drain to the workforce and strain on the federal budget. Argues that these two powerful demographic shifts may hold the key to resolving the problems presented by the other. Calls for a new social contract between the older and younger generations, based on their mutual interests and the moral responsibility of each generation to provide for children and the elderly
WorldCat:
www.worldcat.org/oclc/72798932

Book

Author/Presenter:
Nash, Laura and Stevenson, Howard

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Resource:
Just Enough: Tools for Creating Success in Your Work and Life

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Publisher:
Hoboken, NJ: John Wiley & Sons, 2005

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Notes:
Discusses how constant striving means perpetual stress and how success, often defined in financial terms alone, actually involves four components: happiness, achievement, significance and legacy. Explains what these different components mean, how to define them, why “going for the max” is dangerous and how to determine one’s own version of enough
WorldCat:
www.worldcat.org/oclc/57431734

Book

Author/Presenter:
Roszak, Theodore

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Resource:
America the Wise: The Longevity Revolution and the True Wealth of Nations

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Publisher:
Boston, MA: Houghton Mifflin Company, 1998

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Notes:
Argues that far from being an unaffordable burden, longevity — with its ability to prolong productive, fulfilling lives — is the true wealth of nations, and a paramount historical achievement rather than a recipe for fiscal disaster. Offers a comprehensive examination of our changing demographic patterns and explores the idea of a new society based, not on the survival of the fittest, but on wisdom, compassion, and the survival of the kindest
WorldCat:
www.worldcat.org/oclc/39033405