Bibliography

 

Here’s the Bibliography from Safe 4 Retirement: The 4 Keys to a Safe Retirement.  There are many valuable resources for retirees to be found here.

 

Full Bibliography and Additional Resources

First Key: Financial Preparedness

1. “Social Security Reduced Amounts by Age,” http://www.socialsecurity.gov/retire2/agereduction.htm

2. Trinity Study wiki, http://en.wikipedia.org/wiki/Trinity_study

3. “Safe Withdrawal Rates,” Bogleheads, http://www.bogleheads.org/wiki/Safe_Withdrawal_Rates

4. “How Much Are You Gonna Take,” The Motley Fool, http://www.fool.com/retirement/manageretirement/manageretirement7.htm

5. “Safe Withdrawal Rates,” op. cit.

6. Jason S. Scott,  William F. Sharpe, John G. Watson, “The 4% Rule—At What Price?,” April 2008, http://www.stanford.edu/~wfsharpe/retecon/4percent.pdf

7. Trinity Study wiki, op. cit.

8. Campbell R. Harvey, “Historical Behavior of Asset Classes,” Duke University, http://www.duke.edu/~charvey/Classes/ba350/history/history.htm

9. Dow Jones Industrial Average (1900–present monthly), Stockcharts.com, May 7, 2010, http://stockcharts.com/charts/historical/djia1900.html

10..“The 100 Year Dow Jones Chart,” Rydex Investments, January 30, 2006, http://docs.google.com/viewer?a=v&q=cache:2OWGn-zD6tUJ:www.cornerstoneri.com/Research/100yearchart.pdf+djia+100+year+chart&hl=en&gl=us&pid=bl&srcid=ADGEESjimClawtQzcxfUThit3-cv2QUURspVh5jmW_Wf48hey4iqH5KihqLKPe5jPtVlxUEJS93UPBhqko9kKMrBJbIiD71QDlycvp9xp4tBkqOOy7WWqyEQOZNvLkJINZ2OV03SPgI5&sig=AHIEtbQhPxldFVnKbM0w-MeORX3NAPSGsQ; Latest Version: http://fulfillment.cfgweb.com/showpdf-sku.cfg?clientcode=rdx&sku=DJCSI-15

11. Definition of growth stock, http://www.investorwords.com/2262/growth_stock.html

12. Definition of value stock, http://www.investorwords.com/5215/value_stock.html

13. “The Callan Periodic Table of Investment Returns,” Callan Associates, http://www.callan.com/research/periodic/

14. Fisher Center for Alzheimer’s Research Foundation, http://www.alzinfo.org

15. Ibid.

16. Alzheimer News, “New Report Says Alzheimer’s Disease and Dementia Triple Healthcare Costs for Americans Age 65 and Older,” March 24, 2009, http://www.alz.org/news_and_events_2009_facts_figures.asp

 

Other resources utilized:

MetLife Mature Market Institute, Homepage: www.metlife.com/mmi/index.html; Research page: http://www.metlife.com/mmi/research/index.html

“Retirement Planner,” Social Security Administration, http://www.ssa.gov/retire2/retirechart.htm

“A Longitudinal Study of Health, Retirement, and Aging,” University of Michigan Health and Retirement Study, http://hrsonline.isr.umich.edu/

Walter Updegrave, “Guaranteed Income, but at What Cost? Variable Annuities May Look Like a Surefire Bet, but Make Sure You Read Between the Lines Before You Invest.” Money, October 1, 2009, http://money.cnn.com/2009/10/01/pf/expert/variable_annuities.moneymag/index.htm

Medicare Web site, http://www.medicare.gov

The Kaiser Family Foundation Web site, http://www.kff.org/medicare/factsheets.cfm

“Brain Health, Think About Your Future. Maintain Your Brain Today,” Alzheimer’s Association, November 29, 2010, http://www.alz.org/we_can_help_brain_health_maintain_your_brain.asp

 

Second Key: Health and Wellness

17. Gienna Shaw, “Medical Breakthroughs That Will Change Healthcare,” Healthleaders Magazine, March 8,2010, http://www.lhai.com/docs/Articles/03_08_10_healthleaders.pdf 12. Alzheimer’s Association, http://www.alz.org

18. Barbara Seaman, “Charting the Doctor-Patient Relationship,” http://www.spiralnotebook.org/chartingthedoctorpatientrelationship/

19. “Growing Older in America: The Health and Retirement Study,” HRS, University of Michigan, http://hrsonline.isr.umich.edu/

20. “Early Disease Detection,” Blue Shield of California, http://www.blueshieldca.com/hw/articles/hw_article.jsp?articleId=HWTC4037&categoryId=6&_requestid=818629

21. The Study of Adult Development[A1] ,” Harvard University, http://adultdev.bwh.harvard.edu/research-SAD.html

22. Jeff Donn, Martha Mendoza, Justin Pritchard, “Drugs Found in Drinking Water,” Associated Press in USA Today, September 12, 2008, http://www.usatoday.com/news/nation/2008-03-10-drugs-tap-water_N.htm

23. Benefits of Chocolate, About.com, http://longevity.about.com/od/lifelongnutrition/p/chocolate.htm

24. “Exercise: 7 Benefits of Regular Physical Activity,” Mayo Clinic, http://www.mayoclinic.com/health/exercise/hq01676[A2]

25. Executive Women’s Golf Association (EWGA), www.ewga.com.

26. Alzheimer’s Association Web site, www.alz.org

27. “Alzheimer’s Cases Jump 10 Percent as 4.9 Million Senior Citizen’s Now Afflicted,” Senior Journal, March 20, 2007,http://seniorjournal.com/NEWS/Alzheimers/2007/7-03-20-AlzheimersCases.htm

28. “Cancer Facts and Figures,” American Cancer Society, http://www.cancer.org/Research/CancerFactsFigures/index

29. “Cancer Death Rate Steadily Declining,” American Cancer Society Web site, May 27, 2009, http://www.cancer.org/Cancer/news/News/cancer-death-rate-steadily-declining

30. American Cancer Society definition of cancer, http://www.cancer.org/Cancer/CancerBasics/what-is-cancer

31. “Cancer Facts and Figures,” American Cancer Society, http://www.cancer.org/Research/CancerFactsFigures/index

32. Cancer Symptoms, Mayo Clinic, http://www.mayoclinic.com/health/cancer/DS01076/DSECTION=symptoms

33. Kathleen Doheny, “Heart Disease, Diabetes Preventable,” HealthDay News, November 12, 2005, http://news.healingwell.com/index.php?p=news1&id=529099

34. “Women and Cardiovascular Diseases—Statistics,” American Heart Association, 2006, http://www.americanheart.org/presenter.jhtml?identifier=3000941

35. American Heart Association, www.heart.org

36. “Symptoms of Heart Disease,” WebMD, http://www.webmd.com/heart-disease/guide/heart-disease-symptoms

37. “Heart Attack Symptoms,” Women’s Heart Foundation, http://www.womensheart.org/content/HeartAttack/heart_attack_symptoms_risks.asp

38. “Warning Signs of Stroke,” http://www.strokeassociation.org/STROKEORG/WarningSigns/Warning-Signs_UCM_308528_SubHomePage.jsp

39. “Stroke Prevention,” National Stroke Association, http://www.stroke.org/site/PageServer?pagename=prevent

40. “Healthiest Diet,” http://www.google.com/search?client=safari&rls=en&q=healthiest+diet&ie=UTF-8&oe=UTF-8

41. “Diets of the World—The Japanese Diet,” http://www.webmd.com/diet/features/diets-of-world-japanese-diet

42. “Mediterranean Diet: Choose This Heart Healthy Diet,” Mayo Clinic, http://www.mayoclinic.com/health/mediterranean-diet/CL00011

43. Definition of Organic by the USDA, http://www.slashfood.com/2006/04/07/definition-of-organic-according-to-the-usda/

44. “The New Dirty Dozen: 12 Foods to Eat Organic,” The Daily Green, http://www.thedailygreen.com/healthy-eating/eat-safe/Dirty-Dozen-Foods

45. Mary Shomon, “Journal of the American Medical Association Announces Recommendation That All Adults Should Take Vitamins” About.com, July 2002, http://thyroid.about.com/cs/newsinfo/l/blvitamins.htm

46. “Health Care Reform,” AARP, http://www.aarp.org/health/health-care-reform/

 

Other resources utilized:

Catharine Paddock, PhD, “Napping Boosts Brain Power,” Medical News Today, February 24, 2010, http://www.medicalnewstoday.com/articles/180304.php

Elizabeth Scott, MS, “Stress: How it Affects Your Body and How You Can Stay Healthier” About.com Guide, May 4, 2009, http://stress.about.com/od/stresshealth/a/stresshealth.htm

“Alzheimer’s Cases Jump 10 Percent as 4.9 Million Senior Citizen’s Now Afflicted,” Senior Journal, March 20, 2007, http://seniorjournal.com/NEWS/Alzheimers/2007/7-03-20-AlzheimersCases.htm

Rebecca Viksnins Snowden, “Cancer Death Rate Steadily Declining,” American Cancer Society, May 27, 2009, http://www.cancer.org/Cancer/news/Cancer-Death-Rate-Steadily-Declining

Sheryl Walters, “The Healthy Japanese Diet: A Diet of Longevity and Health,” Suite101.com, November 6, 2007, http://www.suite101.com/content/the-healthy-japanese-diet-a34961

Daphne C. Watkins, “Life Expectancy,” Diet.com, http://www.diet.com/store/facts/life-expectancy

 

Third Key: Mental Attitude

47. Kurt Brower, “Why are Older People Happier than Younger People,” September 27, 2007, http://www.fundmasteryblog.com/2007/09/27/why-are-older-people-happier-than-younger-people/

48. Matthew Herper, “Money Won’t Buy You Happiness,” Forbes.com, http://www.forbes.com/2004/09/21/cx_mh_0921happiness.html

49. Andrea Coombs, “Happy Days Ahead,” MarketWatch, August 13, 2007, http://finance.yahoo.com/retirement/article/103354/Happy-Days-Ahead

50. Definition of myth, http://dictionary.reference.com/browse/myth

51. Carolyn Okomo, “Baby Boomers Delay Retirement to Rebuild Assets,” February 22, 2011, http://www.mybanktracker.com/bank-news/2011/02/22/baby-boomers-delay-retirement/

52. John Wolfskill, “How to Make a Smooth Transition into Retirement,” Helium.com, February 17, 2007, http://www.helium.com/items/168451-how-to-make-a-smooth-transition-into-retirement

53. David Counts, PhD, quoted in “How to Make a Smooth Transition into Retirement,” ibid.

54. “Positive Attitude Delays Ageing,” BBC, http://news.bbc.co.uk/2/hi/3642356.stm

55. Glenn Ostir, quoted in “Retirement Attitude,” Successful Retirement’s Guide Weblog, http://successfulretirementguide.wordpress.com/2009/10/02/retirement-attitude/

56. “Metlife Mature Market Study 2010,” Metlife Mature Market Institute, http://www.metlife.com/mmi/research/index.html?WT.ac=GN_mmi_research

57. “2010 Del Webb Baby Boomer Survey,” Del Webb Corporation,  http://dwboomersurvey.com/

58. Michael Inzlicht, Social Psychology Network, http://inzlicht.socialpsychology.org/#overview

59. The Center on Aging Studies at the University of Missouri-Kansas City, http://cas.umkc.edu/casww/

60. Dr. Marian C. Diamond, “Successful Aging of the Healthy Brain,” John Hopkins University School of Education, March 10, 2001, http://education.jhu.edu/newhorizons/Neurosciences/articles/Successful%20Aging/

61. Research Network on an Aging Society, John D. & Catherine T. MacArthur Foundation, http://www.macfound.org/site/c.lkLXJ8MQKrH/b.5913961/k.5058/Research_Network_on_an_Aging_Society.htm

62. Kyle Roderick, “Successful Aging: A Lifestyle Choice,” July 11, 2008,

http://www.thirdage.com/long-life-tips/successful-aging-a-lifestyle-choice

63. Nancy Anderson, “How to Find Success in Midlife and Beyond,” ThirdAge.com, May 5, 2010, http://www.thirdage.com/whats-next/how-to-find-success-in-midlife-beyond

64. Prill Boyle, “It’s Never Too Late to Follow Your Dreams,” ThirdAge.com, May 19, 2010, http://www.thirdage.com/whats-next/its-never-too-late-to-follow-your-dreams

65, My friend, Ira likes to points out that many seniors still run marathons and bike in centuries (100 miles). Last fall, 80-year-old Lew Hollander completed the Ironman Triathlon in Kona, Hawaii. It was the 20th time he completed it and plans to compete again this year. Of course, he has a Web site, too:  http://www.lewhollander.com/pages/athlete.htm

66. Emily Brandon, “10 Best Places to Reinvent Your Life in Retirement,” USNews.com, August 4, 2010, http://money.usnews.com/money/retirement/articles/2010/08/04/10-best-places-to-reinvent-your-life-in-retirement

67. ——, “10 Best Affordable Mountain Towns for Retirement.” USNews.com (July 12, 2010), http://money.usnews.com/money/retirement/articles/2010/07/12/10-best-affordable-mountain-towns-for-retirement

68. Brian Tracy Web site, http://www.briantracy.com

 

Other resources utilized:

Brent Agin, MD, Healthy Aging for Dummies (Hoboken, NJ: John Wiley & Sons), 2008.

“For Many Boomers Retirement Means Still Working” PlanSponsor.com, April 14, 2010, www.plansponsor.com/For_Many_Boomers_Retirement_Means_Still_Working.aspx

Robert Powell, “The Good Life is Not Only About Money,” WSJ.com, July 30, 2010, http://www.marketwatch.com/story/the-good-life-is-not-only-about-money-2010-07-30

R. Kevin Price, “Retirement Attitude,” Successful Retirement’s Guide Weblog, http://successfulretirementguide.wordpress.com/2009/10/02/retirement-attitude/

Joan Rattner Heilman, Unbelievably Good Deals and Great Adventures That You Absolutely Can’t Get Unless You’re Over 50, 17th edition (New York: McGraw-Hill), 2009.

“Beyond the Myths of Aging,” Harvard Business Review, http://www.hsph.harvard.edu/review/review_2000/featureaging.html

 

Fourth Key: Staying Involved!

69. Wikipedia entry on “Continuity Theory,” http://en.wikipedia.org/wiki/Continuity_theory_(aging)

70. “Staying Ahead of the Curve 2003: The AARP Working in Retirement Study,” AARP, http://assets.aarp.org/rgcenter/econ/multiwork_2003.pdf

71. US Bureau of Labor Statistics, http://www.bls.gov

72. Sharon O’Brien, “50-plus and Looking for Work? Employment Service Finds Senior Jobs,” http://seniorliving.about.com/od/workandcareers/a/seniorjobbank.htm

73. Corporation for National and Community Service, http://www.nationalservice.gov

74. Harry Jackson Jr., “Volunteering Is the ‘New Health Club’ for Seniors,” St. Louis Today, November 25, 2010, http://www.stltoday.com/lifestyles/health-med-fit/fitness/article_e772ff97-fdf9-5f5d-859a-841998e92cce.html

75. Ibid.

76. Anup Shah, “Poverty Facts and Stats,” Global Issues, September 20, 2010, http://www.globalissues.org/article/26/poverty-facts-and-stats#src4

77. Susan Rita Ruel, “Lending a Hand After Retirement,” The Chief Executive, April 2005, http://findarticles.com/p/articles/mi_m4070/is_207/ai_n13659831/

78. “Internet 2009 in Numbers,” Pingdom, http://royal.pingdom.com/2010/01/22/internet-2009-in-numbers/

79. Kristen Robinson, PhD, “Trends in Health Status and Health Care Use Among

Older Women,” Office of Analysis and Epidemiology, CDC, http://www.cdc.gov/nchs/data/ahcd/agingtrends/07olderwomen.pdf

80. “Dating Facts and Statistics: Relationships,” Perfectmatch.com, http://www.perfectmatch.com/onlinedating/seniors/senior-dating-facts.asp

81. “Top 5 Senior Dating Sites of 2011,” ConsumerRankings.com, http://www.consumer-rankings.com/dating/seniordating.aspx

82. Dan Witters, “In U.S., Caregivers Suffer From Poorer Physical Health,” Gallup, February 4, 2011, http://www.gallup.com/poll/145940/Caregivers-Suffer-Poorer-Physical-Health.aspx?utm_source=alert&utm_medium=email&utm_campaign=syndication&utm_content=morelink&utm_term=All%20Gallup%20Headlines

83. “When You Need a Break,” American Heart Association, August 25, 2009, http://americanheart.org/presenter.jhtml?identifier=1007

 

Other resources utilized:

Melanie C. Harper and Marie F. Shoffner, “Counseling for Continued Career Development After Retirement: An Application of the Theory of Work Adjustment,” BNET, March 2004, http://findarticles.com/p/articles/mi_m0JAX/is_3_52/ai_n6054705/

Harry R. Moody, Aging: Concepts and Controversies, (Newbury, CA: Pine Forge Press, 2010), 294.

Jennie L. Phipps, “An older worker’s guide to getting a job,” Bankrate.com, April 18, 2003, http://www.bankrate.com/brm/news/advice/20020924a.asp

Cokie Roberts and Enjoli Francis, “Person of the Week: Caregivers Allow for Dignified Living Situations for Aging Parents” ABC News: Health, February 4, 2011, http://abcnews.go.com/Health/ElderCare/eldercare-picking-living-arrangement-aging-parents/story?id=11647092

Sherri Snelling, “Silverware—Where Aging and Technology Meet,” CaregivingClub.com, January 5, 2011, http://www.caregivingclub.com/technology-post-1/