The index that appeared in the print version of this title was intentionally removed from the eBook. Please use the search function on your eReading device for terms of interest. For your reference, the terms that appear in the print index are listed below
AARP
action
benefits of
bias for
in Learning and Decision Making Loop
mix of planning and
surprises and curves as calls to
see also Planning and Action Template
addiction, goal
advisors
financial, see financial advisors
professional
African American 50-plus population
After 50 demographic
being “done” for
birth-year labels for
defining
discontinuous experiences for
general characteristics of
geographic and family influence on
heroes of
life models for
responsibilities of
three-perspectives approach on
After 50 life
developmental opportunities in
executive directors of
growth in
impact of changing conditions on
Learning and Decision Making Loop in
learning from others in
and lifelong development
and quality of later life
reinvention in
and retirement myths
retirement realities in
age, see chronological age
Age Wave
aggravation, sources of
aging
alimony
ambition(s)
as intangible asset
new
unfulfilled
American Work Dream
Angelotti, Richard H., on financial professionals
anxiety, sources of
Asset Inventory
completing
intangible assets in
knowledge and expertise in
and learning from others’ experiences
retirement and life planning questions related to
skills in
tangible assets in
assets
analyzing sufficiency of
family home and
intangible
management of
net value of
tangible
assumptions
about financial literacy
about retirement period
Baby Boomers
balance sheets
Bank of America
Banktree
Bernhard, Willa, on women in retirement
Big Hero 6 (film)
birth-year labels
bliss, finding your
Bolles, Dick, on learning
Bonarek, Patricia, on curiosity
bottoming-out experiences
budgets
businesses, change for
Buxfer
career management
Carnevale, Steve, on change
cash
change
avoiding
catalysts for
and concept of “normal”
Richard Eisenberg on
impact on After 50 life of
in institutions
knowledge about
learning from others about
managing
pace of
planning and action to deal with
preparing for
retirement and life planning in periods of
and scale of Learning Loop
and surprises
see also specific types
Childhood stage (life models)
children
adult
Continuous Change by
learning from
teaching
chronological age, youth and
churchgoing
civility
climate change
clinical therapy (therapy)
Cole, Dennis
Cole, Joanna
Collamer, Nancy, on reinvention
college education
colleges
Collins, John, on role of physician
communication
compensation, for advisors and consultants
completion, see also “done,” being
consultants, personal
Continuous Change
definition of
Discontinuous vs.
examples of
hybrids of Discontinuous and
knowledge/skills for dealing with
management of
surprises and curves due to
and transitions
control
cost of financial services
courage
Craig, Argentine Sanders, on lifelong learning
credentials, of advisors and consultants
critical seeing
curiosity
curves (in lifeline)
as developmental opportunities vs. calls to action
forms of
as reality in retirement
sacrifices and trade-offs due to
and Stage Theory
Dawson, Ted
debts
decision making
in After 50 life
by Baby Boomers
with Learning and Decision Making Loop
mix of planning and action in
norms as framework for
partners in
sacrifices and trade-offs in
developmental opportunities
developmental psychology
Discontinuous Change
in After 50 life
Continuous vs.
creating experiences for
definition of
examples of
hybrids of Continuous and
knowledge/skills for dealing with
management of
surprises and curves due to
and transitions
and uncertainty
Disruptive Change
diversity, of After 50 demographic
divorce
“done,” being
concept of
definition of
in goal and role trap
and life characteristics
John Madden on
done test
do trap
driving, Disruptive Change in
education
action bias in
Disruptive Change in
educational programs and organizations
Education stage (life models)
Eisenberg, Richard, on change
elderly
employability
Employee Benefit Research Institute
Employee Benefits Research Council
Employee Benefits Security Administration
employers, loyalty of
employment
Disruptive Change in
long-term
for men vs. women
in retirement
unpredictability in
empty nesters
empty space technique
entrepreneurship
executive director of After 50 life
expenses
experience(s)
of advisors and consultants
change after
of other retirees, see others’ experiences
painful
shelf life of
expertise
extended midlife
external validation
failure
family
changes in
Continuous and Discontinuous Change in
definition of
external validation from
influence on After 50 demographic of
learning from
in life models
favorites, sacrificing
fear
50-plus population, see After 50 demographic
financial advisors
benefits of using
need for
reviewing financial status and needs with
rules of thumb from
selecting
tips from
financial crisis (2007-2008)
financial literacy
assumptions about
definition of
developing
tips from financial advisors to improve
financial management software
financial projections
financial security
financial success
Five Stages of Grief
Folsom, Carol
for-profit educational institutions
Four Stage Life Model
freelancing
“free” offers
future
imagining your
retirement and life planning questions about
Gallagher, Andrea, on incremental planning
Generation X
Generation Z
genetics, advances in
geographic influence, on After 50 demographic
The Global Institute for the Arts and Leadership (TGIAL)
globalization
global recession (2008-2012)
goal addiction
goals
and concept of being done
importance of setting
sense of self and
validation related to
government programs
grandchildren
discontinuous experiences for
learning from
teaching
Great Depression
Green, Bill
Green, Doris
grief
Hannon, Kerry, on impact of change on women
health
innate
as intangible asset
maintaining
health-care systems
healthy, normal vs.
hidden uncertainty
Hispanic 50-plus population
home, after divorce
household population
Hsu, Betty
identity
definition of
in Place-to-Start Questionnaire
professional
roles and
Michael Alec Rose on
I Don’t Know What I Don’t Know approach to learning
imagining your future
impermanence
of current conditions
of retirement and life planning
of retirement and life planning questions
income
in financial planning for retirement
increasing
net
pre-retirement
and widowhood
incremental planning, see also three-perspectives approach, for retirement and life planning
inference
influence
information
overabundance of
quality of questions and
and uncertainty
see also knowledge
inheritance
insight
institutions, changes in
insurance
intangible asset(s)
courage as
curiosity as
health as
new intentions and ambitions as
sense of self as
unfulfilled ambitions as
intentions
goals vs.
as intangible asset
long-term
internal validation
interpersonal chemistry, with advisors and consultants
interviews
investments
jobs
joy, sources of
JP Morgan
Kennedy, John F.
King, Martin Luther, Jr.
knowledge
about change
about health
about validation sources
as asset
for executive directors of After 50 life
and inadequacy of language
for incremental planning
and learning as lifelong process
and memorization vs. learning
and networks
and reinvention
for risk-tolerant retirement and life planning
for selecting professional advisors
shelf life of
technological
and uncertainty
see also information
Kübler-Ross, Elizabeth
Kushner, Barbara
language, inadequacy of
learning
Dick Bolles on importance of
I Don’t Know What I Don’t Know approach to
memorization vs.
see also lifelong learning; others’ experiences
Learning and Decision Making Loop
leisure, in life model
Life Characteristics List
and being done
and learning from others
in trade-off decision-making framework
values as framework for life vs.
life expectancy
average
of current vs. previous generations of retirees
of men vs. women
and quality of life
lifelong development
lifelong learning
and being done
commitment to
knowledge from
from personal networks
programs for
life planning, see retirement and life planning
lifestyles, of people over 50, see After 50 life
literacy, financial
long-range perspective
on After 50 demographic
on your future
long-term employment
long-term intentions
long-term planning
loyalty, of employers
Madden, John, on being done
Mandela, Nelson
Mandell, Fred, on realities of retirement
marriage, see also divorce
Martin, Daniel J., on realities of retirement
McAuliffe, Sharon Christa
medical model
memorization
men
in After 50 demographic
changes in retirement for
employment for
life expectancy for
Merrill Lynch
middle class
mid-range perspective
on After 50 demographic
on your future
mid-range plans
Millennials
Mintzer, Dorian, on transitions
money
having “enough”
for retirement
Moneydance
Moneyline
moral, normal vs.
National Portrait Gallery
near-range perspective
on After 50 demographic
on your future
needs, financial
Needs Help/Elderly stage (life model)
negative answers, to retirement planning questions
net income
net value of assets
dependence on
knowledge and
personal
of personal consultants
professional
retirement and life planning questions about
as tangible assets
trade-offs related to
New Freedom period
New Horizons period
New Normal
New Simplicity period
normal
changing concept of
New
Old
norms
objects of monetary value
Old Normal
one-off decisions
opportunity(-ies)
developmental
from surprises
opposites, in communication
others’ experiences
in After 50 life
with change
lifelong learning from
and personal network
in planning and action mix
retirement and life planning based on
outsourcing, of responsibility for financial health
painful experiences
Panama Canal Treaty
pay gap
peak experiences
pensions
Period Theory
New Freedom period in
New Horizons period in
New Simplicity period in
Stage Theory vs.
permanent (term)
personal consultants
personal networks
and experiences of others
knowledge and
strong relationships in
weak relationships in
personal role
personal savings
perspective(s), see also three-perspectives approach
philanthropy
physical objects
empty space technique for
in New Simplicity period
retirement and life planning questions about
sacrificing
Place-to-Start Questionnaire
benefits of
clarity and organization of
definition of
and Disruptive Change
financial
and guarantees
incremental
long-term
mid-range
mix of action and
short-term
successful
see also retirement and life planning
Planning and Action Template
functions of
recommendations for using
sample
Plato
political parties
poverty, for women
predictability, of After 50 life
presidential election (2016)
President’s Advisory Council on Financial Literacy
professional advisors
professional associations
professional identity
professional networks
knowledge and
Michael Alec Rose on
as tangible assets
trade-offs related to maintaining
professional role
projections, financial
public universities
purpose, finding your
quality, of questions
quality of life
After 50 years and later
and chronological age
elements contributing to
and life expectancy
and lifelong learning
retirement and life planning to improve
for women after death of spouse/divorce
questions for retirement and life planning
about future
evolution of
in Place-to-Start Questionnaire
quality of
trade-offs and sacrifices in answers to
universality and permanence of
Quicken
real estate
reflection
reinvention
relationships
with adult children
with educational programs and organizations
with professional advisors
retirement and life planning questions about
sacrificing
as tangible assets
weak
repetition
reputation
resilience
Resnik, Judith A.
responsibility
for After 50 life
for financial health
retirement
assumptions about
best-fit version of
changing conditions for
definition of
Discontinuous Change in thinking about
employment in
goals and roles in
in life models
myths about
realities of
successful
three-perspectives approach to
two models of
use of term
variations in
women in
see also After 50 life
retirement and life planning
adaptation in
Asset Inventory for
for change management
critical questions for
and current knowledge/expertise
and current skills
experiences of others as basis for
financial literacy for
imagining your future for
in increments
individualization in
and intangible assets
in periods of change
revolution in
selecting “best choices” in
and tangible assets
retirement benefits
retirement communities
Retirement Confidence Survey
retirement savings programs
return on investment (ROI)
Right Management
risk tolerance
ROI (return on investment)
roles
and concept of being done
identity and
labels related to
retirement and life planning questions about
sacrifices related to
and sense of self
validation related to
romantic relationships, later-in-life
Rose, Michael Alec, on roles and identity
sacrifice(s)
beneficial
as common feature of transitions
decision making related to
definition of
recommendations about
savings
personal
retirement
scale, of Learning Loop
scams
Schofield, George, on quality of question
Schwabel, Dan, on goals
securities
security
financial
income
Sedgeman, Judith, on innate health
self, sense of
self-esteem
senior (term)
short-term plans
SHRM (Society for Human Resource Management)
Silent Generation (Traditionalists)
Simmons, Paul
skills
acquiring new
on Asset Inventory
for balancing external and internal validation
for building and maintaining networks
for dealing with risk and impermanence
of executive directors of After 50 life
for incremental planning
interaction of knowledge and
for maintaining health
for recognizing and dealing with change
repurposing of
retirement and life planning questions about
for selecting professional advisors
for using current technologies
Smedley, Rick
Social Security
and funds for retirement
income from
and 50-plus population
in three-legged stool of financial security
for women
Social Security Administration
Society for Human Resource Management (SHRM)
Sogetsu Ikebana
spending
spouse
death of
decision-making with
Stage Theory
Stanley, Bob
Stanley, Minna
Steiner, Rudolf
strong relationships
sub-agendas, financial advisors with
surprises
and change
as common features of transitions
as developmental opportunities
forms of
in New Horizons period
in New Simplicity period
opportunity from
for pioneers in transitions
planning and
and Stage Theory
three-period perspective on
tangible asset(s)
cash and easily convertible assets as
and financial advisors
investments, securities, and real estate as
networks as
and personal consultants
and professional advisors
professional identity, connections, and reputation as
relationships with educational programs and organizations as
strong relationships as
weak relationships as
tax experts
technological knowledge
technology
Continuous Change in
Discontinuous Change in
Disruptive Change in
Template of Needs
terrorism
TGIAL (The Global Institute for the Arts and Leadership)
therapy, see clinical therapy
“there,” getting
Thoreau, Henry David, on perspective
thought leaders
three-legged stool model
three-perspectives approach
on After 50 demographic
benefits of using
for imagining your future
for retirement and life planning
on surprises
see also incremental planning
Tracy, Jack
trade-off(s)
beneficial
as common feature of transitions
decision making related to
definition of
in New Simplicity Period
in planning and action mix
recommendations about
Traditionalists
transitioning generation
transitions
common features of
and Continuous vs. Discontinuous Change
as developmental opportunities
“getting it right” in
learning from others’ experiences of
in life
sacrifices and trade-offs in
surprises in
trustworthy, normal vs.
Tutu, Desmond
unanticipated events, see curves (in lifeline)
uncertainty
and innate health
knowledge and
and learning from others’ experiences
and retirement/life planning in periods of change
savoring
sources of
universality, of retirement and life planning questions
universities
U.S. Census Bureau
U.S. Department of Defense
validation
values, as framework for life
Vanderbilt University
Wallace, Irving
Wallace, Natasha
weak relationships
White 50-plus population
Whitney Museum
widowhood
women
in After 50 demographic
changes in retirement for
impact of change on
life expectancy for
in retirement
“Women on the Web”
Women’s Institute for a Secure Retirement
work, changes in, see also employment
Work/Education stage (life model)
Work/Extended Midlife stage (life model)
Work/Family stage (life models)
Work in Retirement study
Work/Leisure stage (life model)
workplace, change in
World War II
worry, sources of
yearning, objects of
youth
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