Retirement Planning Guide

Boomers:

Click on the ‘Retirement Planning Guide’ below for a free 15-page workbook designed to help you consider and plan for some of the important nonfinancial aspects of retirement.

Employers and HR Managers:

Click on the ‘Retirement Planning Guide’ below for a free 15-page workbook that you can share with your employees to help them plan for retiring from your workplace.  You are free to use this material, share it with your employees, or contact me if you want to arrange a training session or workshop for your employees.

 

SOURCES

Adams,Miller, Mapp & Frisch Creating Your Best Life: The Ultimate Life List Guide (2009 book)

Adamy, Janet & Overberg, Paul The loneliest generation: Americans, more than ever, are aging alone (December 11, 2018)

Alfree III, Charles “Ebbie” Improving seniors’ health through art (January 1, 2019 article)

Anthony, Mitch The New Retirementality (4th Ed.) (2014 book)

ANI Respect may potentially save lives of elderly (January 5, 2019 article)

Astor, Bart Roadmap for the Rest of Your Life (2013 book)

Avramova, Nina The secret to a long, happy, healthy life? Think age-positive (January 3, 2019 article)

Beck, Martha Finding Your Own North Star (2001 book)

Belkin, Douglas Baby boomers looking for reinvention try college—again (December 28, 2017 article)

Block, Sandra 8 Ways boomers are reinventing retirement (May 21, 2013 article)

Bridges, William Transitions: Making Sense of Life’s Changes (2nd Ed.) (2004 book)

Brodwin, Erin New Evidence suggests that a diet with key benefits for your body and brain may also shield against aging (September 6, 2018 article)

Buettner, Dan The Blue Zones: 9 Lessons for Living Longer (2012 book)

Cain, Susan Quiet: The Power of Introverts in a World That Can’t Stop Talking (2012 book)

Campbell, Don What happens when high achievers retire? (November 16, 2018 author interview)

Canadian Longitudinal Study on Aging (2019 research study)

Carson, Shelley Creativity and the aging brain (March 30, 2009 article)

Castel, Alan D. Better with Age (2019 book)

CDC Hearing or Other Sensory or Communication Disorders and Vision (February 22, 2018 PDF)

Certification Program for Certified Professional Retirement Coaching

Charity Dynamics Top 3 ways to get baby boomers involved in your nonprofit (Retrieved August 2018 article)  

Collamer, Nancy Second-Act Careers (2013 book)

Colombo, Antonietti, & Daneau The relationships between cognitive reserve and creativity. A study on American aging population (2018 study summary)

Coughlin, Joseph The Longevity Economy: Unlocking the World’s Fastest Growing, Most Misunderstood Market (2017 book)

Drak, M., & Chevreau, J. Victory Lap Retirement (2016 book)

Dweck, Carol S. Mindset: The New Psychology of Success (2006 book)

Eisenberg, Richard The problem with the way we envision retirement (October 30, 2018 study summary)

Employee Benefit Research Institute News Brief (PDF)

Exercise for seniors (article)

Farrell, Chris Unretirement (2014 book)

Ferebee, Andrew 9 simple tips to have a happier and healthier new year from a 105-year-old doctor (January 2, 2019)

Glatter, Robert Walking just 35 minutes a day could lessen the severity of strokes (September 21, 2018 article)

Global Council on Brain Health Brain Health and Mental Wellbeing (2018 report)

Gurian, Michael The Wonder of Aging: A New Approach to Embracing Life After Fifty (2013 book)

Hafner, Katie Researchers confront an epidemic of loneliness (September 5, 2016 article)

Hasson, Judi Retirees return to college just for the fun of it (June 2013 article)

Health Day News Community choirs can be social salvation for seniors (November 9, 2018 article)

Heid, Markham Do you need less sleep as you age? (July 12,2018 article)

Hughes, Dave Design Your Dream Retirement (2015 book)

Intensive blood pressure control may reduce risk of mild cognitive impairment (January 29, 2019 article)

Ives, James Study finds different risk factors associated with falling in men versus women (December 5, 2018 article)

Irving, Paul H. The Upside of Aging (2014 book)

Jenkins, Jo Ann Disrupt Aging (2016 book)

Johnson, Adam Aging well may start in the mind (August 3, 2018 article)

Knapton, Sarah  Retirement causes brain function to rapidly decline, warns scientists (January 22, 2018 article)

Knowridge Report Drawing could help older people enhance memory (December 8, 2018 article)

Konish, Lorie Why more women plan to put themselves first in retirement (November 16, 2018 article)

Kuger, J., and Sifferlin, A. The surprising secrets to living longer and better (February 15, 2018 article)

LaBelle, David A voice for the voiceless (November 1, 2018)

Lesonsky, Rieva Forget retirement: Many baby boomers are starting small businesses instead (July 19 2018 article)

Lumina Foundation Plus 50 programs in practice (January 16, 2015 report)

Lunardo, Emily Strength training exercises can help older people to get up after a fall (December 26, 2018 article)

Mantell, Marcia A. Retirement Planning for Women (2015 book)

Mccrone, John Not dead yet: Making sense of the new longevity (November 24, 2018 article)

McDonald, Cheryl How to cope with transition and change (Retrieved August 2018 article)

Mediterranean diet shown to prolong seniors’ lives (August 2018 article)

Meigs, Larry 8 science-backed health benefits to walking for seniors (January 18, 2018 article)

Merrill Lynch 2014 Age/Wave Study Summary (article)

Mind of her own: Montreal neuroscientist Brenda Milner on turning 100 (July 19, 2018 article)

Morin, Amy 8 tips for adjusting to retirement (August 29, 2018 article)

NEA The creativity and aging study (April 2006 executive summary)

Neuroscience News Anti-inflammatory diet linked to reduced risk of early death (September 14, 2018 article)

Next Avenue

Ory, Belza & Smith As life expectancies rise, so are expectations for healthy aging (September 25, 2018 article)

Osher Lifelong Learning Institute

Pagliarini, Robert These are the top 10 words people use to describe retirement (November 14, 2018 article)

Perry, Susan Study: Six months of regular aerobic exercise improves thinking skills in older, sedentary adults (December 24, 2018 study summary)

Phipps, Melissa The Retirement Rescue Plan (2016 book)

Piore, Adam The mystery of the super-ager (January 4, 2019 article)

Portland State University College of Urban and Public Affairs: Institute on Aging

Pro Publica If you’re over 50, chances are the decision to leave a job won’t be yours (December 28, 2018 study summary)

Raschke, Heidi The arts and aging: 5 surprising insights on creativity (October 3, 2016 article)

Reinberg, Steven The happy get lucky in their older years (December 14, 2016 article)

Reslock, Debbie The cruelty of calling older adults ‘sweetie’ or ‘honey’ (October 27, 2016)

Rossetti, Linda Women & Transition: Reinventing Work and Life (2015 book)

Seegert, Liz How to tell whether you have normal memory loss or dementia (Oct 4, 2018)

Social Security Administration Benefit Planner / Life Expectancy

SuperGuide Adjusting to retirement: 8 factors that can help (December 3, 2018 article)

Svaldi, Aldo Whether by choice or necessity, more adults are working past retirement age (December 1, 2018)

Ten age-related health problems everyone should know (Sept 4, 2018 article)

The CEO’s guide to retirement (Sept 14, 2018 article)

The Milken Institute Center for the Future of Aging

The Plus 50 Initiative  

The relationship between cognitive reserve and creativity: A study on American aging population (May 23, 2018 journal article)

Thompson, Dennis Feel younger than your age? It may help you live longer (December 15, 2014 article)

TransAmerican Center for Retirement Studies (2018)

Trent, Marianne Schaefer The cliché is true: You really are as young as you feel (November 17, 2018 article)

Vaillant, George E. Aging Well: Surprising Guideposts to a Happier Life (2002 book)

Villhaur, Jennice 3 effective visualization techniques to change your life (July 30, 2018)

Wee, Sui-Lee & Chen, Elsie In a Chinese village, elderly farmers are now yogis (June 24, 2018)

What are your Alzheimer and de mentia risk factors? (Sept 25, 2018 article)

Whitbourne, Susan Krauss Ten ways to make it through your life transitions (March 2017 article)

Wright, Andrew Could 70 be the new 40? Research seems to point that way (December 12, 2018 article)

Zelinski, Ernie How to Retire Happy, Wild, and Free (2009 book)

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