INDEX

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

and lifelong learning

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 status, reviewing

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

georgeschofield.com

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

income security

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

networks

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

NextAvenue.org

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

planning

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

strong

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

in New Simplicity Period

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 Freedom period

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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