Resources Baby Boomer Conf
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2006 PSCDA Baby Boomer Conference Resources 1.
Boomer Articles With Serious Content By Tom Washington
2.
Tools to Use with Clients By Susan Lauzac
3.
Books to Recommend When Coaching Boomer Clients By Susan Lauzac
4.
Retirement Planning Bibliography by Andy Landis
5.
Retirement Planning Links Provided by Andy Landis
6.
Pictures from the 2006 PSCDA Baby Boomer Conference
Boomer Articles With Serious Content By Tom Washington Workers Age 50+: Planning for Tomorrow’s Talent Needs in Today’s Competitive Environment http://assets.aarp.org/rgcenter/econ/workers_fifty_plus.pdf This is the outstanding publication mentioned by Sally Hass and Doug Shadel. It was produced by Towers Perrin for AARP. It covers the benefits derived by employing 50+ workers, as well as the added costs of employing this demographic. Older Americans 2004: Key Indicators of Well-Being www.agingstats.gov Print out this booklet compiled by the Federal Interagency Forum on Aging-Related Statistics. If you like
statistics and PowerPoint slides that you can use, this is an excellent resource. This report covers 37 key indicators selected by the Forum to portray aspects of the lives of older Americans and their families. It is divided into five subject areas: population, economics, health status, health risks and behaviors, and health care. It is available online in both html and pdf. It provides great PowerPoint slides that can be used by anyone as it is not copyrighted. • • •
•
•
PowerPoint Slides of the Charts How to obtain a hard copy Press Release: [html] [pdf] "Most older people are healthier, wealthier, and better educated than previous generations, but these gains have not been equal among today’s older Americans...." This article summarizes the data found in Older Americans 2004. Updated Excel spreadsheets of the data tables (updated with more recent data and/or standard errors for the most recent data).] The Historical Experience of Three Cohorts of Older Americans: An Interactive Timeline of Selected Events
Training the Aging Workforce: Productivity and ROI http://www.bsad.uvm.edu/Research/inProgress/Resources/AgingE mp/ProdAndROI.htm Excellent article that deals with the myths and stereotypes of older workers and covers the productivity of older workers. It discusses desirable training techniques and the return on investment from older workers. (27 pages)
Preparing for Baby Boomer Retirement http://www.clomedia.com/content/anmviewer.asp?a=976&print=ye s This article describes the impact of Boomers leaving the workforce. The Perfect Labor Storm Fact Book: Why Worker Shortages Won’t Go Away www.perfectlaborstorm.com/facts.html You can print this out or purchase the book which has material not found in the printout. It is filled with 594 facts that you will find very interesting. To get a look at a portion of the book click on “Download Sample.” Boomer Corps: Activating Seniors for National Service http://www.ppionline.org/documents/Boomer_Corps_0104.pdf This 13 page article shows a lot about the health and mortality of Boomers and explains why seniors and the nation would benefit from a national service program in which seniors would receive a $400 per month tax free stipend. Interesting information and interesting topic. Training the Aging Workforce: Productivity and ROI www.bsad.uvm.edu/Research/inProgress/Resources/AgingEmp/Pr odAndROI.htm This 27 page article makes a strong effort at showing the benefits and return on investment of employing 55+ employees. NetAssets www.hrms-netassets.net NetAssets is a human resources website with articles that cover a wide range of topics that will be of interest to those with clients in the 50+ age group. There are numerous categories, with the most appropriate ones being: Barriers to Employment, HR Point of View, Job Search Assistance, Older Workers, Resource Links, Retired Brains, Seasoned Pro. All articles are of high quality.
Older Workers: Labor Can Help Employers and Employees Plan Better for the Future www.gao.gov/new.items/d0680.pdf This 33 page document was prepared by the Government Accountability Office. The GAO set out to examine 1) areas of the labor market affected by the aging of the workforce; 2) factors that influence the timing of retirement; and 3) what employers are doing to hire and retain older workers. Tools to Use with Clients By Susan Lauzac Authentic Happiness by Martin E. P. Seligman, Ph.D. This book and its assessments are used by Sally Haas’ life planning seminar programs at Weyerhaeuser. The basis of the book is to identify your 5 key signature strengths and incorporate those strengths into your life. You can take the VIA Authentic Happiness Strengths assessment online at www.authentichappiness.com . The Third Quarter Life Card Sort by Richard Haid, Thomas Mraz and Caitlin Williams These three card sorts: Strengths, Passions, and Concerns, along with the activity book are fun and insightful tools to use with clients. You can order from www.careertrainer.com My favorite sort was the Concerns deck that lets me begin a dialogue with a client about their greatest retirement worries. Leisure/Retirement Knowdell Career Assessment by Richard Knowdell Forty-eight common pastimes—from cultural events to meditation, from entertaining to group leadership —are listed and described. Order from the website: http://www.16types.com/Request.jsp?pView=Dynami cPage&Content=Knowdell
Books to Recommend When Coaching Boomer Clients By Susan Lauzac How to Retire Happy, Wild, and Free: Retirement Wisdom That You Won’t Get From Your Financial Advisor by Ernie J. Zelinski This great book about creative retirement from the author of The Joy of Not Working for corporate rats leaving the empire. I purchased and borrowed several retirement guides in the months just prior to retiring. As I read the other books, I kept returning to How to Retire Happy, Wild, and Free for the author's good, down to earth suggestions. Most of the other books focus on finances and second careers after retirement. While both of these subjects are important issues, they are not the only concerns you have as you prepare for that big step into the future. How to Retire Happy, Wild, and Free covers it all. Those worries you may have about what to do after retiring this book has lots of great, affordable suggestions for you. Taking care of yourself, continued learning and travel are all addressed. You will not be a bored retiree. Also enjoyable are the readers' letters to the author that are interspersed throughout the book. Ernie Zelinski's upbeat book is highly recommended as you prepare for that next important chapter in your life. With this book in hand, you will be ready to enjoy your retirement years to their fullest! Amazon.com review
Social Security, Medicare & Government Pensions: Get the Most of Your Retirement and Medical Benefits (11th Edition) by NOLO publishing NOLO offers current law updates and forms at its website www.nolo.com/update for everything including landlord problems, estate planning and employment law. Too Young to Retire: 101 Way to Start the Rest of Your Life by Marika and Howard Stone This engaging and informative book offers "how to" action plans, complemented by a wide variety of references and resources [lists of books, websites, online groups, etc.]. The personal stories let us peek inside, satisfying an innate curiosity and showing us how others deal with change at this stage of life. It's a fast and fun read, but a book that I will refer back to time and time again. Amazon.com review Reinventing Yourself: Life Planning After 50 by Sandra Davis and Bill Handschin This book makes use of the Strong Interest Inventory and the Myers-Briggs Type Indicator with exercises and charts you can give to clients. Retire Smart, Retire Happy: Finding Your True Path in Life by Nancy K.Schlossberg, Ed.D. "There is no one retirement story, just as there is no one single retiree and no single retirement path," she says. ‘Each story differs." But she also tells us that "Transitions are a process over time’ and that
"there is a structure that cuts across all transitions that can help you take charge." Part of her advice is to use what she calls the "4 S System" of knowing one's Situation, one's Self, and one's Support as the basis for defining one's Strategies in seeking success via a retirement path. – Amazon.com review Breaking the Watch: The Meanings of Retirement in America by Joel S. Savishinsky Tired of reading just about the financial aspects of retirement or all about the myths of retirement? Hunger to know the indepth experiences of those who have retired and spent some time looking at the process? Well, sociologist and anthropologist Joel Savishinsky has studied 13 women and 13 men who've recently retired with indepth "participant observer" interviews. – Amazon.com review Retirement Planning Bibliography BY ANDY LANDIS FINANCIAL Everything You Know About Money Is Wrong: Overcoming The Financial Myths Keeping You From The Life You Want, Karen Ramsey. The subtitle says it all. This book sets you free from misconceptions like paying for a child’s college is more important than retirement savings.
Live It Up Without Outliving Your Money: 10 Steps To A Perfect Retirement Portfolio, Paul Merriman. An investing guru shares some good ideas. Smart Couples Finish Rich, David Bach. More great stuff from Bach. Smart Women Finish Rich, David Bach. 7 easy steps to financial security. Easy read. Social Security, The Inside Story, Andy Landis. The classic on Social Security and Medicare, now a bit long in the tooth (2001) Start Late, Finish Rich: A No-Fail Plan For Achieving Financial Freedom At Any Age, David Bach. Great late-start ideas. Slogan says it all: “It’s never too late to be rich!” The 9 Steps To Financial Freedom: Practical And Spiritual Steps So You Can Stop Worrying, Suze Orman. From the simple to the sophisticated with a well-known writer. The Automatic Millionaire: A Powerful One-Stop Plan To Live And Finish Rich, David Bach. Bach does it again, this time urging us to make saving and even bill-paying as automatic as possible. The Savage Number: How Much Money Do You Need To Retire, Terry Savage. All about retirement savings. The Debt Diet: An Easy-To-Follow Plan To Shed Debt And Trim Spending, Ellie Kay. Ways to master debt. The Wealthy Barber: The Common Sense Guide To Successful Financial Planning, David Chilton. Classic bestseller for Canadian planning.
GENERAL Comfort Zones: Planning Your Future, Elwood Chapman. The Bible of general retirement planning manuals. A light-hearted approach focusing on the human side. Live Long & Prosper! Invest In Your Happiness, Health, And Wealth For Retirement And Beyond, Steve Vernon. Pulls it all together with a focus on finances. Looking Forward: An Optimist’s Guide To Retirement, Ellen Freudenheim. A zillion ideas to consider for fun and fulfillment in retirement. HEALTH Real Age: Are You As Young As You Can Be?, Michael F. Roizen, MD. How Lifestyle Choices Affect Aging. Fun quizzes and suggestions of easy changes. WellPower Healthwise Handbook, ed. by Healthwise. Hey, you got it for free from Weyerhaeuser. Check it out next time you’re looking for information. Younger Next Year: A Guide To Living Like 50 Until You’re 80 And Beyond, Chris Crowley & Henry S. Lodge, MD. How men can turn back their biological clocks. HOUSING & LOCATION Retirement Places Rated: What You Need to Know to Plan the Retirement You Deserve, David Savageau. Popular resource for relocaters.
AGING Another Country: Navigating The Emotional Terrain Of Our Elders, Mary Pipher, Ph.D. Great insights into better understanding our elders. If I Live To Be 100: Lessons From The Centenarians, Neenah Ellis. Great interviews with those who made it. TRANSITIONS Transitions: Making Sense Of Life’s Changes, William Bridges. The classic text on managing any and all of life’s transitions, including retirement. Easy read. ESTATE PLANNING AARP Crash Course In Estate Planning: The Essential Guide To Wills, Trusts, And Your Personal Legacy, Michael T. Palermao, JD, CFP. A good intro to the topics, lingo, and ideas in estate planning. Might be good to consult before a meeting with an attorney. WORK AND VOLUNTEERISM UnRetirement: A Career Guide For The Retired, The Soon-To-Be Retired, The Never-Want-To-Be Retired, Catherine Dorton Fyok & Anne Marrs Dorton. A bit unconventional, basically how to keep working. TRAVEL 1,000 Places To See Before You Die: A Traveler’s Life List, Patricia Schultz. Must-sees organized by region. Retirement Planning Links PROVIDED BY ANDY LANDIS
Health Issues: www.amhrt.org/
American Heart Association
www.mayohealth.org
Wide range of medical information
www.fda.gov
General medical information
www.ncbi.nlm.nih.gov/PubMed/ General medical information www.medicare.gov
Official US Govt site for Medicare
www.alz.org/
Alzheimer Association
www.cancer.org
American Cancer Society
www.glaucoma-foundation.org
Glaucoma Foundation
www.arthritis.org
Arthritis Foundation
www.achenet.org
Am. Council for Headache Ed. (ACHE)
www.headaches.org National Headache Foundation www.diabetes.org
American Diabetes Assn.
www.eyenet.org
Eye care
www.apa.org
American Psychological Assn.
www.ampainsoc.org
American Pain Society
www.aad.org
American Academy of Dermatology
www.ada.org
American Dental Assn.
www.cdc.gov/travel/index.thm
Travel Health Information
www.medicinenet.com
Medical Dictionary
www.healthfinder.org
General information
health.nih.gov
General information
www.nlm.nih.gov
National Library of Medicine
www.niaaa.nih.gov
Natl. Inst. on Alcohol Abuse & Alcoholism
www.realage.com
How long people live
www.fitnesslink.com
Fitness news
www.primusweb.com/fitnesspartner Fitness library, etc. www.drkoop.com
Drug interaction info and much more
www.medscape.com The site that doctors use. www.nih.gov/health
Resources of federal agencies
www.cancernet.nci.nih.gov
The National Cancer Institute site
Eldercare: www.choices.org/
End of life decision-making
www.partnershipforcaring.org
Advocates for dying persons &
families www.americasguide.com/
Senior care information
www.elderconnect.com/
Extended care facilities
www.nahc.org/
Natl. Assn. For Home Care
www.caregiver.org/
Family Caregiver Alliance
www.nfcacares.org/
National Family Caregivers
Assn. www.50plus.org
50 Plus Fitness Association
www.eldercareadvocates.com
Elder Care Advocates
www.seniors.gov
Access America for Seniors
www.analyzenow.com
Retirement Issues
www.ccal.org
Consortium on Assisted Living
www.retirement-living.com
Guide to Retirement Living
www.seniorhousingnet.com/seniors/ Directory of retirement residences www.alfa.org
Assisted Living Federation of America
www.caregiving.org
National Alliance for Caregiving
www.lastacts.org
End of life issues
www.familycaregivers.org
Help for caregivers
Financial Information: www.ssa.gov
Social Security Administration
www.asec.org
American Savings Education Council
www.ebri.org
Employee Benefits Research Institute
online.wsj.com
Wall Street Journal Interactive Edition
www.ffsenior.com
Financial Freedom Senior Funding Corp.
www.reverse.org
Reverse Mortgage information
www.transamerica.com
Reverse Mortgage information
www.seniorresource.com General & reverse mortgage information www.hud.gov
HUD – housing and financing information
www.irs.treas.gov
Need you ask???
www.nasdr.com
Runs background checks on investment
www.moneypaper.com
Dividend reinvestment plans
www.netstockdirect.com
Dividend reinvestment pllans
www.rightonthemoney.org Financial planning www.financiallearning.com/courses/index.html Financial planning www.ftc.gov
Information on network marketers
www.convertbond.com
Information on convertible securities
www.ncfe.org
National Center for Financial Education
www.newdream.org Center for the New American Dream www.salliemae.com College scholarships research www.fastweb.com
Financial aid for college
www.finaid.org
Financial aid for college
www.cfp.net
Financial planning
www.americansdiscuss.org Americans Discuss Social Security www.aba.com
American Banking Assn.
www.investorguide.com/Retirement.htm
Financial planning
www.fool.com/ Investing advice with an amusing twist www.investor.msn.com/home.aspInvestment resource www.pointcast.com
Financial info
www.waterhouse.com
Financial info
www.fidelity.com
Financial info
www.dogsofthedow.com
Stock strategy
www.money.com
Financial info
www.equifax.com
Equifax Credit Information Services
www.experian.com
Experian – credit information
www.tuc.com
Trans Union Corp – credit information
www.consumerrports.com Product information www.activebuyersguide.com
Which product is right for you?
www.bbbonline.org
Avoid online shopping ripoffs
www.consumer.gov/idtheft
Protect your identify from theft
www.kbb.com
New/used vehicles
www.friendly4seniors.com
Discounts for seniors
www.finaid.org
Financing college education
www.ed.gov
Forms & Timetables for college aid funding
www.fundadvice.com Volunteer Opportunities: www.idealist.org www.avso.org www.amizade.org www.councilexchanges.org www.globalservicecorps.org www.globalvolunteers.org www.vfp.org www.habitat.org www.crossculturalsolutions.org
General financial discussions
www.score.org Education/Recreation/Travel: www.seniornet.org
Information about computer technology
www.elderhostel.org/
Educational adventures
www.lonelyplanet.com/
Travel opportunities
www.amtrak.com
Amtrak information
www.familytravelforum.com
Travel with kids & grandkids
www.travel.epicurious.com
Epicurious Travel for the Family
www.grandtrvl.com
Travel with grandchildren
www.expedia.com
Destination maps worldwide
www.mapquest.com
Driving directions & maps
www.mapsonus.com
Driving directions & maps
www.maps.yahoo.com
Map anywhere in the U.S.
www.atlapedia.com
World maps
www.skimaps.com
Collection of trail maps
www.travelocity.com
Online ticket agency for Sabre
www.seniorsummerschool.com Summer college courses for seniors www.rootsweb.com
Genealogy research
www.usgenweb.org
Genealogy research
www.cyndislist.com
Genealogy research
www.familysearch.org
LDS Church research information
www.wolsey-lodges.com
European B&Bs
www.onlinecityguide.com Reservations at 56,000+ hotels, motels, inns www.cdc.gov/travel/index.htm Disease protection when traveling abroad www.canada.com/converter/travel/index.html Foreign currency converter www.fodors.com/language Foreign phrases www.kropla.com
International dialing codes, etc.
www.timeanddate.com/worldclock
The World Clock
www.visa.com/atm or www.mastercard.com/atm Worldwide locators www.aarp.org/travel
AARP discounts, tours, etc.
www.eldertreks.com
Canadian travel for 50+ folks
www.amtrak.com
Rail travel
www.silverwingsplus.com UA program for people 55 and over www.seniorsearch.com
Travel Discounts/Travel Scams
www.online96.com/seniors/travel.html
Links to airlines, hotels,
etc. www.adventuretravel.com Adventure travel information www.adventureguide.com Promotes ecotourism www.adventureBid.com
Backpacker’s eBay
www.mountainzone.com
High country information
www.bootsnAll.com
Resource for independent travelers
www.who.int
Health issues worldwide
www.itasoftware.com
Comparison shop for airline fares
www.wwte.com/wwte.asp World Wide Travel Exchange www.sportsline.com
Sports news
www.cnnsi.com
Sports news
www.sportingnews.com
Sports news
www.usatoday.com
Today’s news
www.yahoo.com/News
English-language newspapers
www.naa.org/hotlinks/index.asp World newspapers www.peoplesite.com
Locating people
www.ja.org
Junior Achievement (volunteer
opportunity) www.citypass.com
CityPass Info for six cities
www.shawguides.com
Learning vacations
www.auction-watch.com
Auctions of rare books/travel
packages, etc. http://bestfares.com
Internet travel club
www.cheaptickets.com
Airline ticket consolidator
www.nps.gov
National Park Service
www.culturefinder.com
What’s doing in various cities
www.playbill.com
Performance info for major world
cities
www.ebay.com
Internet’s biggest auction site
http://expedia.msn.com
Online travel agency
http://previewtravel.com
Full-service travel site
http://travel.priceline.com Name a route and price http://skyauction.com
Travel auction specialists
http://www.smartertravel.com How to live/travel smart www.ava.org
U.S. Volkssport information
www.duderanch.org
Dude ranch vacations
Airline Information: www.alaskaair.com
Alaska Airlines
www.aa.com
American Airlines
www.americawest.com
America West Airlines
www.continental.com
Continental Airlines
www.delta-air.com
Delta Airlines
www.nwa.com
Northwest Airlines
www.southwest.com
Southwest Airlines
www.ual.com
United Airlines
www.usairways.com
U.S. Airway
Retirement Living: www.fbi.gov
Crime statistics
www.certifieddoctor.org
Health provider information
www.taxadmin.org
Local tax information
www.nws.noaa.gov
Weather information
www.seniorsites.com/
Non-profit senior housing resources
www.weather.com
Weather forecasts
www.ZDNet.com
Update links to new sites
www.consumerreports.com Product information Government Info: www.dol.gov www.webslingerz.com/jhoffman/ www.va.gov/
Dept. of Veterans Affairs
www.dol.gov/
Links to Federal Government sites
www.secstate.wa.gov
Washington State information
www.metrokc.gov
King County information
Legal Affairs: www.abanet.org/elderly/ ABA Comm. On Legal Problems of Elderly www.naela.org
Natl. Academy of Elder Care Attorneys
www.seniorlaw.com
Information about elder law
General Information: www.spry.org/
General health & financi information
www.thirdage.com/
General information
www.agingwithdignity.org/ Elder issues www.businesswire.com/ Business Wire’s full file on the Internet www.insure.com
Insurance News Network
www.caninecompanions.org
Dogs for people w/disabilities
www.seniorsearch.com
General information
www.fraud.org
Information on scams
www.privacyrightsnow.com Protect your personal information www.autosite.com Auto prices, loans, leases, rebates, etc. www.realgoods.com
Catalog of energy-saving gadgets
www.housenet.com
Home improvement information
www.privacyrights.com
Privacy Rights Clearinghouse
www.trac.org
Telephone directory services
nationwide www.seniorservices.org
Various topics
www.aaarp.org
American Assn. Of Retired Persons
www.elderweb.com
General information
www.senior-site.com/
General information
www.give.org
Natl. Charities Information Bureau
www.epicurious.com
Recipes from Bon Apetit and Gourmet
www.zagat.com
Restaurant reviews by city, price, etc.
www.carbargains.org Non-profit that assists with auto purchases www.pueblo.gsa.gov
Federal Citizen Information Center
www.medicarerights.org
Help with Medicare issues; education
Pictures from the 2006 PSCDA Baby Boomer Conference Sally Hass Andy Landis Doug Shadel Roger Howson Craig Riggs
[email protected] [email protected] [email protected] [email protected] [email protected]
Boomer Articles With Serious Content By Tom Washington
2.
Tools to Use with Clients By Susan Lauzac
3.
Books to Recommend When Coaching Boomer Clients By Susan Lauzac
4.
Retirement Planning Bibliography by Andy Landis
5.
Retirement Planning Links Provided by Andy Landis
6.
Pictures from the 2006 PSCDA Baby Boomer Conference
Boomer Articles With Serious Content By Tom Washington Workers Age 50+: Planning for Tomorrow’s Talent Needs in Today’s Competitive Environment http://assets.aarp.org/rgcenter/econ/workers_fifty_plus.pdf This is the outstanding publication mentioned by Sally Hass and Doug Shadel. It was produced by Towers Perrin for AARP. It covers the benefits derived by employing 50+ workers, as well as the added costs of employing this demographic. Older Americans 2004: Key Indicators of Well-Being www.agingstats.gov Print out this booklet compiled by the Federal Interagency Forum on Aging-Related Statistics. If you like
statistics and PowerPoint slides that you can use, this is an excellent resource. This report covers 37 key indicators selected by the Forum to portray aspects of the lives of older Americans and their families. It is divided into five subject areas: population, economics, health status, health risks and behaviors, and health care. It is available online in both html and pdf. It provides great PowerPoint slides that can be used by anyone as it is not copyrighted. • • •
•
•
PowerPoint Slides of the Charts How to obtain a hard copy Press Release: [html] [pdf] "Most older people are healthier, wealthier, and better educated than previous generations, but these gains have not been equal among today’s older Americans...." This article summarizes the data found in Older Americans 2004. Updated Excel spreadsheets of the data tables (updated with more recent data and/or standard errors for the most recent data).] The Historical Experience of Three Cohorts of Older Americans: An Interactive Timeline of Selected Events
Training the Aging Workforce: Productivity and ROI http://www.bsad.uvm.edu/Research/inProgress/Resources/AgingE mp/ProdAndROI.htm Excellent article that deals with the myths and stereotypes of older workers and covers the productivity of older workers. It discusses desirable training techniques and the return on investment from older workers. (27 pages)
Preparing for Baby Boomer Retirement http://www.clomedia.com/content/anmviewer.asp?a=976&print=ye s This article describes the impact of Boomers leaving the workforce. The Perfect Labor Storm Fact Book: Why Worker Shortages Won’t Go Away www.perfectlaborstorm.com/facts.html You can print this out or purchase the book which has material not found in the printout. It is filled with 594 facts that you will find very interesting. To get a look at a portion of the book click on “Download Sample.” Boomer Corps: Activating Seniors for National Service http://www.ppionline.org/documents/Boomer_Corps_0104.pdf This 13 page article shows a lot about the health and mortality of Boomers and explains why seniors and the nation would benefit from a national service program in which seniors would receive a $400 per month tax free stipend. Interesting information and interesting topic. Training the Aging Workforce: Productivity and ROI www.bsad.uvm.edu/Research/inProgress/Resources/AgingEmp/Pr odAndROI.htm This 27 page article makes a strong effort at showing the benefits and return on investment of employing 55+ employees. NetAssets www.hrms-netassets.net NetAssets is a human resources website with articles that cover a wide range of topics that will be of interest to those with clients in the 50+ age group. There are numerous categories, with the most appropriate ones being: Barriers to Employment, HR Point of View, Job Search Assistance, Older Workers, Resource Links, Retired Brains, Seasoned Pro. All articles are of high quality.
Older Workers: Labor Can Help Employers and Employees Plan Better for the Future www.gao.gov/new.items/d0680.pdf This 33 page document was prepared by the Government Accountability Office. The GAO set out to examine 1) areas of the labor market affected by the aging of the workforce; 2) factors that influence the timing of retirement; and 3) what employers are doing to hire and retain older workers. Tools to Use with Clients By Susan Lauzac Authentic Happiness by Martin E. P. Seligman, Ph.D. This book and its assessments are used by Sally Haas’ life planning seminar programs at Weyerhaeuser. The basis of the book is to identify your 5 key signature strengths and incorporate those strengths into your life. You can take the VIA Authentic Happiness Strengths assessment online at www.authentichappiness.com . The Third Quarter Life Card Sort by Richard Haid, Thomas Mraz and Caitlin Williams These three card sorts: Strengths, Passions, and Concerns, along with the activity book are fun and insightful tools to use with clients. You can order from www.careertrainer.com My favorite sort was the Concerns deck that lets me begin a dialogue with a client about their greatest retirement worries. Leisure/Retirement Knowdell Career Assessment by Richard Knowdell Forty-eight common pastimes—from cultural events to meditation, from entertaining to group leadership —are listed and described. Order from the website: http://www.16types.com/Request.jsp?pView=Dynami cPage&Content=Knowdell
Books to Recommend When Coaching Boomer Clients By Susan Lauzac How to Retire Happy, Wild, and Free: Retirement Wisdom That You Won’t Get From Your Financial Advisor by Ernie J. Zelinski This great book about creative retirement from the author of The Joy of Not Working for corporate rats leaving the empire. I purchased and borrowed several retirement guides in the months just prior to retiring. As I read the other books, I kept returning to How to Retire Happy, Wild, and Free for the author's good, down to earth suggestions. Most of the other books focus on finances and second careers after retirement. While both of these subjects are important issues, they are not the only concerns you have as you prepare for that big step into the future. How to Retire Happy, Wild, and Free covers it all. Those worries you may have about what to do after retiring this book has lots of great, affordable suggestions for you. Taking care of yourself, continued learning and travel are all addressed. You will not be a bored retiree. Also enjoyable are the readers' letters to the author that are interspersed throughout the book. Ernie Zelinski's upbeat book is highly recommended as you prepare for that next important chapter in your life. With this book in hand, you will be ready to enjoy your retirement years to their fullest! Amazon.com review
Social Security, Medicare & Government Pensions: Get the Most of Your Retirement and Medical Benefits (11th Edition) by NOLO publishing NOLO offers current law updates and forms at its website www.nolo.com/update for everything including landlord problems, estate planning and employment law. Too Young to Retire: 101 Way to Start the Rest of Your Life by Marika and Howard Stone This engaging and informative book offers "how to" action plans, complemented by a wide variety of references and resources [lists of books, websites, online groups, etc.]. The personal stories let us peek inside, satisfying an innate curiosity and showing us how others deal with change at this stage of life. It's a fast and fun read, but a book that I will refer back to time and time again. Amazon.com review Reinventing Yourself: Life Planning After 50 by Sandra Davis and Bill Handschin This book makes use of the Strong Interest Inventory and the Myers-Briggs Type Indicator with exercises and charts you can give to clients. Retire Smart, Retire Happy: Finding Your True Path in Life by Nancy K.Schlossberg, Ed.D. "There is no one retirement story, just as there is no one single retiree and no single retirement path," she says. ‘Each story differs." But she also tells us that "Transitions are a process over time’ and that
"there is a structure that cuts across all transitions that can help you take charge." Part of her advice is to use what she calls the "4 S System" of knowing one's Situation, one's Self, and one's Support as the basis for defining one's Strategies in seeking success via a retirement path. – Amazon.com review Breaking the Watch: The Meanings of Retirement in America by Joel S. Savishinsky Tired of reading just about the financial aspects of retirement or all about the myths of retirement? Hunger to know the indepth experiences of those who have retired and spent some time looking at the process? Well, sociologist and anthropologist Joel Savishinsky has studied 13 women and 13 men who've recently retired with indepth "participant observer" interviews. – Amazon.com review Retirement Planning Bibliography BY ANDY LANDIS FINANCIAL Everything You Know About Money Is Wrong: Overcoming The Financial Myths Keeping You From The Life You Want, Karen Ramsey. The subtitle says it all. This book sets you free from misconceptions like paying for a child’s college is more important than retirement savings.
Live It Up Without Outliving Your Money: 10 Steps To A Perfect Retirement Portfolio, Paul Merriman. An investing guru shares some good ideas. Smart Couples Finish Rich, David Bach. More great stuff from Bach. Smart Women Finish Rich, David Bach. 7 easy steps to financial security. Easy read. Social Security, The Inside Story, Andy Landis. The classic on Social Security and Medicare, now a bit long in the tooth (2001) Start Late, Finish Rich: A No-Fail Plan For Achieving Financial Freedom At Any Age, David Bach. Great late-start ideas. Slogan says it all: “It’s never too late to be rich!” The 9 Steps To Financial Freedom: Practical And Spiritual Steps So You Can Stop Worrying, Suze Orman. From the simple to the sophisticated with a well-known writer. The Automatic Millionaire: A Powerful One-Stop Plan To Live And Finish Rich, David Bach. Bach does it again, this time urging us to make saving and even bill-paying as automatic as possible. The Savage Number: How Much Money Do You Need To Retire, Terry Savage. All about retirement savings. The Debt Diet: An Easy-To-Follow Plan To Shed Debt And Trim Spending, Ellie Kay. Ways to master debt. The Wealthy Barber: The Common Sense Guide To Successful Financial Planning, David Chilton. Classic bestseller for Canadian planning.
GENERAL Comfort Zones: Planning Your Future, Elwood Chapman. The Bible of general retirement planning manuals. A light-hearted approach focusing on the human side. Live Long & Prosper! Invest In Your Happiness, Health, And Wealth For Retirement And Beyond, Steve Vernon. Pulls it all together with a focus on finances. Looking Forward: An Optimist’s Guide To Retirement, Ellen Freudenheim. A zillion ideas to consider for fun and fulfillment in retirement. HEALTH Real Age: Are You As Young As You Can Be?, Michael F. Roizen, MD. How Lifestyle Choices Affect Aging. Fun quizzes and suggestions of easy changes. WellPower Healthwise Handbook, ed. by Healthwise. Hey, you got it for free from Weyerhaeuser. Check it out next time you’re looking for information. Younger Next Year: A Guide To Living Like 50 Until You’re 80 And Beyond, Chris Crowley & Henry S. Lodge, MD. How men can turn back their biological clocks. HOUSING & LOCATION Retirement Places Rated: What You Need to Know to Plan the Retirement You Deserve, David Savageau. Popular resource for relocaters.
AGING Another Country: Navigating The Emotional Terrain Of Our Elders, Mary Pipher, Ph.D. Great insights into better understanding our elders. If I Live To Be 100: Lessons From The Centenarians, Neenah Ellis. Great interviews with those who made it. TRANSITIONS Transitions: Making Sense Of Life’s Changes, William Bridges. The classic text on managing any and all of life’s transitions, including retirement. Easy read. ESTATE PLANNING AARP Crash Course In Estate Planning: The Essential Guide To Wills, Trusts, And Your Personal Legacy, Michael T. Palermao, JD, CFP. A good intro to the topics, lingo, and ideas in estate planning. Might be good to consult before a meeting with an attorney. WORK AND VOLUNTEERISM UnRetirement: A Career Guide For The Retired, The Soon-To-Be Retired, The Never-Want-To-Be Retired, Catherine Dorton Fyok & Anne Marrs Dorton. A bit unconventional, basically how to keep working. TRAVEL 1,000 Places To See Before You Die: A Traveler’s Life List, Patricia Schultz. Must-sees organized by region. Retirement Planning Links PROVIDED BY ANDY LANDIS
Health Issues: www.amhrt.org/
American Heart Association
www.mayohealth.org
Wide range of medical information
www.fda.gov
General medical information
www.ncbi.nlm.nih.gov/PubMed/ General medical information www.medicare.gov
Official US Govt site for Medicare
www.alz.org/
Alzheimer Association
www.cancer.org
American Cancer Society
www.glaucoma-foundation.org
Glaucoma Foundation
www.arthritis.org
Arthritis Foundation
www.achenet.org
Am. Council for Headache Ed. (ACHE)
www.headaches.org National Headache Foundation www.diabetes.org
American Diabetes Assn.
www.eyenet.org
Eye care
www.apa.org
American Psychological Assn.
www.ampainsoc.org
American Pain Society
www.aad.org
American Academy of Dermatology
www.ada.org
American Dental Assn.
www.cdc.gov/travel/index.thm
Travel Health Information
www.medicinenet.com
Medical Dictionary
www.healthfinder.org
General information
health.nih.gov
General information
www.nlm.nih.gov
National Library of Medicine
www.niaaa.nih.gov
Natl. Inst. on Alcohol Abuse & Alcoholism
www.realage.com
How long people live
www.fitnesslink.com
Fitness news
www.primusweb.com/fitnesspartner Fitness library, etc. www.drkoop.com
Drug interaction info and much more
www.medscape.com The site that doctors use. www.nih.gov/health
Resources of federal agencies
www.cancernet.nci.nih.gov
The National Cancer Institute site
Eldercare: www.choices.org/
End of life decision-making
www.partnershipforcaring.org
Advocates for dying persons &
families www.americasguide.com/
Senior care information
www.elderconnect.com/
Extended care facilities
www.nahc.org/
Natl. Assn. For Home Care
www.caregiver.org/
Family Caregiver Alliance
www.nfcacares.org/
National Family Caregivers
Assn. www.50plus.org
50 Plus Fitness Association
www.eldercareadvocates.com
Elder Care Advocates
www.seniors.gov
Access America for Seniors
www.analyzenow.com
Retirement Issues
www.ccal.org
Consortium on Assisted Living
www.retirement-living.com
Guide to Retirement Living
www.seniorhousingnet.com/seniors/ Directory of retirement residences www.alfa.org
Assisted Living Federation of America
www.caregiving.org
National Alliance for Caregiving
www.lastacts.org
End of life issues
www.familycaregivers.org
Help for caregivers
Financial Information: www.ssa.gov
Social Security Administration
www.asec.org
American Savings Education Council
www.ebri.org
Employee Benefits Research Institute
online.wsj.com
Wall Street Journal Interactive Edition
www.ffsenior.com
Financial Freedom Senior Funding Corp.
www.reverse.org
Reverse Mortgage information
www.transamerica.com
Reverse Mortgage information
www.seniorresource.com General & reverse mortgage information www.hud.gov
HUD – housing and financing information
www.irs.treas.gov
Need you ask???
www.nasdr.com
Runs background checks on investment
www.moneypaper.com
Dividend reinvestment plans
www.netstockdirect.com
Dividend reinvestment pllans
www.rightonthemoney.org Financial planning www.financiallearning.com/courses/index.html Financial planning www.ftc.gov
Information on network marketers
www.convertbond.com
Information on convertible securities
www.ncfe.org
National Center for Financial Education
www.newdream.org Center for the New American Dream www.salliemae.com College scholarships research www.fastweb.com
Financial aid for college
www.finaid.org
Financial aid for college
www.cfp.net
Financial planning
www.americansdiscuss.org Americans Discuss Social Security www.aba.com
American Banking Assn.
www.investorguide.com/Retirement.htm
Financial planning
www.fool.com/ Investing advice with an amusing twist www.investor.msn.com/home.aspInvestment resource www.pointcast.com
Financial info
www.waterhouse.com
Financial info
www.fidelity.com
Financial info
www.dogsofthedow.com
Stock strategy
www.money.com
Financial info
www.equifax.com
Equifax Credit Information Services
www.experian.com
Experian – credit information
www.tuc.com
Trans Union Corp – credit information
www.consumerrports.com Product information www.activebuyersguide.com
Which product is right for you?
www.bbbonline.org
Avoid online shopping ripoffs
www.consumer.gov/idtheft
Protect your identify from theft
www.kbb.com
New/used vehicles
www.friendly4seniors.com
Discounts for seniors
www.finaid.org
Financing college education
www.ed.gov
Forms & Timetables for college aid funding
www.fundadvice.com Volunteer Opportunities: www.idealist.org www.avso.org www.amizade.org www.councilexchanges.org www.globalservicecorps.org www.globalvolunteers.org www.vfp.org www.habitat.org www.crossculturalsolutions.org
General financial discussions
www.score.org Education/Recreation/Travel: www.seniornet.org
Information about computer technology
www.elderhostel.org/
Educational adventures
www.lonelyplanet.com/
Travel opportunities
www.amtrak.com
Amtrak information
www.familytravelforum.com
Travel with kids & grandkids
www.travel.epicurious.com
Epicurious Travel for the Family
www.grandtrvl.com
Travel with grandchildren
www.expedia.com
Destination maps worldwide
www.mapquest.com
Driving directions & maps
www.mapsonus.com
Driving directions & maps
www.maps.yahoo.com
Map anywhere in the U.S.
www.atlapedia.com
World maps
www.skimaps.com
Collection of trail maps
www.travelocity.com
Online ticket agency for Sabre
www.seniorsummerschool.com Summer college courses for seniors www.rootsweb.com
Genealogy research
www.usgenweb.org
Genealogy research
www.cyndislist.com
Genealogy research
www.familysearch.org
LDS Church research information
www.wolsey-lodges.com
European B&Bs
www.onlinecityguide.com Reservations at 56,000+ hotels, motels, inns www.cdc.gov/travel/index.htm Disease protection when traveling abroad www.canada.com/converter/travel/index.html Foreign currency converter www.fodors.com/language Foreign phrases www.kropla.com
International dialing codes, etc.
www.timeanddate.com/worldclock
The World Clock
www.visa.com/atm or www.mastercard.com/atm Worldwide locators www.aarp.org/travel
AARP discounts, tours, etc.
www.eldertreks.com
Canadian travel for 50+ folks
www.amtrak.com
Rail travel
www.silverwingsplus.com UA program for people 55 and over www.seniorsearch.com
Travel Discounts/Travel Scams
www.online96.com/seniors/travel.html
Links to airlines, hotels,
etc. www.adventuretravel.com Adventure travel information www.adventureguide.com Promotes ecotourism www.adventureBid.com
Backpacker’s eBay
www.mountainzone.com
High country information
www.bootsnAll.com
Resource for independent travelers
www.who.int
Health issues worldwide
www.itasoftware.com
Comparison shop for airline fares
www.wwte.com/wwte.asp World Wide Travel Exchange www.sportsline.com
Sports news
www.cnnsi.com
Sports news
www.sportingnews.com
Sports news
www.usatoday.com
Today’s news
www.yahoo.com/News
English-language newspapers
www.naa.org/hotlinks/index.asp World newspapers www.peoplesite.com
Locating people
www.ja.org
Junior Achievement (volunteer
opportunity) www.citypass.com
CityPass Info for six cities
www.shawguides.com
Learning vacations
www.auction-watch.com
Auctions of rare books/travel
packages, etc. http://bestfares.com
Internet travel club
www.cheaptickets.com
Airline ticket consolidator
www.nps.gov
National Park Service
www.culturefinder.com
What’s doing in various cities
www.playbill.com
Performance info for major world
cities
www.ebay.com
Internet’s biggest auction site
http://expedia.msn.com
Online travel agency
http://previewtravel.com
Full-service travel site
http://travel.priceline.com Name a route and price http://skyauction.com
Travel auction specialists
http://www.smartertravel.com How to live/travel smart www.ava.org
U.S. Volkssport information
www.duderanch.org
Dude ranch vacations
Airline Information: www.alaskaair.com
Alaska Airlines
www.aa.com
American Airlines
www.americawest.com
America West Airlines
www.continental.com
Continental Airlines
www.delta-air.com
Delta Airlines
www.nwa.com
Northwest Airlines
www.southwest.com
Southwest Airlines
www.ual.com
United Airlines
www.usairways.com
U.S. Airway
Retirement Living: www.fbi.gov
Crime statistics
www.certifieddoctor.org
Health provider information
www.taxadmin.org
Local tax information
www.nws.noaa.gov
Weather information
www.seniorsites.com/
Non-profit senior housing resources
www.weather.com
Weather forecasts
www.ZDNet.com
Update links to new sites
www.consumerreports.com Product information Government Info: www.dol.gov www.webslingerz.com/jhoffman/ www.va.gov/
Dept. of Veterans Affairs
www.dol.gov/
Links to Federal Government sites
www.secstate.wa.gov
Washington State information
www.metrokc.gov
King County information
Legal Affairs: www.abanet.org/elderly/ ABA Comm. On Legal Problems of Elderly www.naela.org
Natl. Academy of Elder Care Attorneys
www.seniorlaw.com
Information about elder law
General Information: www.spry.org/
General health & financi information
www.thirdage.com/
General information
www.agingwithdignity.org/ Elder issues www.businesswire.com/ Business Wire’s full file on the Internet www.insure.com
Insurance News Network
www.caninecompanions.org
Dogs for people w/disabilities
www.seniorsearch.com
General information
www.fraud.org
Information on scams
www.privacyrightsnow.com Protect your personal information www.autosite.com Auto prices, loans, leases, rebates, etc. www.realgoods.com
Catalog of energy-saving gadgets
www.housenet.com
Home improvement information
www.privacyrights.com
Privacy Rights Clearinghouse
www.trac.org
Telephone directory services
nationwide www.seniorservices.org
Various topics
www.aaarp.org
American Assn. Of Retired Persons
www.elderweb.com
General information
www.senior-site.com/
General information
www.give.org
Natl. Charities Information Bureau
www.epicurious.com
Recipes from Bon Apetit and Gourmet
www.zagat.com
Restaurant reviews by city, price, etc.
www.carbargains.org Non-profit that assists with auto purchases www.pueblo.gsa.gov
Federal Citizen Information Center
www.medicarerights.org
Help with Medicare issues; education
Pictures from the 2006 PSCDA Baby Boomer Conference Sally Hass Andy Landis Doug Shadel Roger Howson Craig Riggs
[email protected] [email protected] [email protected] [email protected] [email protected]
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