Encyclopedia of Retirement and Finance


Encyclopedia of Retirement and Finance

Encyclopedia of Retirement and Finance  
Lois A. Vitt, Editor-in-Chief 

Consulting Editors:
E. Craig MacBean and Jurg K. Siegenthaler

Associate Editors:
Jamie Losikoff-Kent, Candace D. Jenkins, Mary Helen McSweeney, Julie Overton, Sandra L. Reynolds, M. Shelton Smith, Denise Talbot-White

Managing Editors: Ingrid Carlson, Jay Schweig

Introduction by: Dallas L. Salisbury

Forward by: Yung-Ping Chen.

ISBN: 0-313-32495-6

Purchase individual copies at Amazon or Barnes & Noble
Contact ISFS.org for bulk orders

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Core Content Keyword List



Each keyword represents one 2-to-10-page article.

Advisors, Advice, and Support

Accountants
Agents and Brokers
Asset Allocation after Retirement
Banking Services for the Mature Market
Cash Flow Planning for Retirees
Corporate Eldercare Programs
CPA Eldercare Services
Credit Scores
Estate Planning
Ethics in Financial Planning
Financial Advisors
Financial Counseling for Mid- to Later Life
Financial Education for Seniors
Financial Literacy
Financial Planning Process
Financial Recovery in Later Life
Frailty Planning
Geriatric Care Managers (GCMs)
Gerontological Social Work
Investment Advice
Investment Clubs
Investor Education
Life Planning
Marketing to Mature Adults
Ombudsman
Physician–Older Patient Relationships
Retirement Expense Planning
Retirement Planning
Retirement Planning Software
State and Area Agencies on Aging

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Economic and Income Security

Accelerated Death Benefits
Cost-of-Living Adjustments (COLAs)
Disability Programs, Federal and State
Economic Status of Older Men and Women
Means-Testing in Public Programs
Medicaid
Nutrition Programs
Old-Age Provisions and Economic Status
Social Security Privatization
Social Security Program of the United States
Supplemental Security Income (SSI)
Veterans’ Benefits

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Employment, Work, and Retirement

Age Discrimination in Employment Act (ADEA)
Attitudes about Retirement
Business Succession Planning
Cash Balance Pension Plans
Consulting in Retirement
Defined Benefit Pension Plan
Defined Contribution Plan
Early Retirement Incentive Plans (ERIPs)
Economic History of Retirement
Employee Benefits in the Public Sector
Employee Benefits in the United States
Employee Retirement Income Security Act (ERISA)
Employee Stock Ownership Plans (ESOPs)
Employer-Sponsored Long-Term Care Insurance
Entrepreneurship
Flexible Benefit Plans
Individual Retirement Account (IRA)
Job Lock
Keogh Plans
Life Planning in the Workplace
Pension Plans
Pension Plans for the Self-Employed
Phased Retirement and Retiree Skills Banks
Postretirement Health Coverage (PRHC)
Profit Sharing Plans
Retirement Plans—401(k)
Retirement Plans—403(b)
Workforce Patterns, Changes in
Working Retirees
Workplace Financial Education

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Family and Intergenerational Issues

Cohabitation
Death Benefits
Divorce and Older Adults
Funerals and Funeral Finances
Inheritance
Intergenerational Conflict and Financial Issues
King Lear Syndrome
Marriage and Older Adults
Planning for Surviving Special Needs Children
Widowhood

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Financial Investments and Insurance

Accident Insurance
Aging into Debt
Annuities
Bonds
Capital Gain
Charitable Contributions
Commodities
Consumer Credit
Daily Money Managers
Derivatives
Equity Securities
Federal Agency Securities
Growth Capital for Older Entrepreneurs
Influences on Retirement Investment Decisions
Liability Insurance
Life Insurance
Long-Term Care Insurance, Private
Long-Term Care Insurance: Individual Disability-Escalating Annuities (IDEAs)
Long-Term Care Insurance (LTCI)—A Consumer’s Perspective
Medicare Supplemental Insurance
Mutual Funds
Predatory Lending
Real Estate Investments
Risk Tolerance
Savings Account Trusts
Savings Investments
Taxpayer Issues of Older Adults
U.S. Personal Saving Rates
U.S. Savings Bonds

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Health Care and Health Coverage

Activities of Daily Living (ADLs)
Advance Directives
Assisted Living
Community-Based Care
Cost of Family Caregiving
Day Programs for Adults
Drugs and Senior Citizens
Geriatric Rehabilitation
Gerontological Nurse Practitioners (GNPs)
Health and Longevity
Health Benefits
Health Maintenance Organizations and Management Health Care for Older Adults
Home Care Services for Older Adults
Hospice Care
Medicaid Planning
Medical Savings Accounts (MSAs) and Medical IRAs
Medicare
Medicare _ Choice
Mental Health among Older Adults
Mental Health Care Financing
Nursing Homes
Pharmacists

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Housing and Housing Finance

Board and Care Homes
Condominiums
Continuing Care Retirement Communities (CCRCs)
Cooperative Ownership in Housing
Homelessness among Older Adults
Home Modifications Financing
Homeownership
Housing Counseling for Older Americans
HUD-Assisted Rental Housing
Life Estates
Mortgage Instruments
Retirement Migration
Reverse Mortgages
Seniors Housing Finance

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Legal Issues

Attorneys
Bankruptcy
Durable Power of Attorney
Elder Law Practice
Ethical Will
Guardianship
Living Will
Probate
Titling Assets
Trusts
Wills
Zoning

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Quality of Life and Well-Being

Aging America
Baby Boomers and Retirement
Consumer Protection for Older Adults
Crime Protection
Disaster Preparedness and Older Adults
Economic Hardship Measures in the Older Population
Education of Older Adults
Finances of Aging in the Gay Community
Financial Elder Abuse
Financial Gerontology, History of
Financial Security in Retirement
History of Retirement
Identity Theft
Internet Use by Seniors
Leisure
Minority Older Adults
Older Americans Act
Oldest Old
Religious Giving by Older Adults
Retirement Preparedness
Senior Discounts
Snowbird Checklist and Transborder Issues
Transportation
Vacation Homes and Recreational Property
Volunteering
Wealth Span

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