This dissertation is an examination of the perceptions offered by adults who self-identify as being successfully retired. The increase in the percentage of the retiring population in the United States in the immediate future alerts us to the need to identify strategies that have been reported by retirees to successfully transition into retirement.…

Intended for persons in their 50s and 60s who are seriously thinking about retirement and younger people who want to learn about aging and retirement, this book was developed as a companion piece to the training program offered to business and nonprofit organizations by the University of Southern Maine retirement planning team. Most of the…

This sixth in a series of six packages of instructional materials developed by the Pre-Retirement Rehearsal Project contains a student's pre-retirement booklet specifically intended for adults with limited reading ability and teacher's guide, which consider financial planning for retirement, including such topics as types of income, Social…

This brochure presents the facts about the financial situation of older women. It explains the vital role of Social Security (SS) for women and offers suggestions to improve their financial outlook. A true/false checklist tests knowledge about women growing older and remaining financially secure. These reasons for poorer older women are outlined:…

This booklet is designed to guide readers through the different stages of retirement planning, starting with goal setting. It is suitable for personal use by adults or for classroom use in junior high through adult consumer education classes. The booklet explains how to determine one's current financial status as well as how to estimate retirement…

This workbook is a four-part course designed to be taught by working women to low-income working women to increase their skills at managing money. The course sessions focus on special financial concerns of working women: budgeting, education for career advancement, child care, and retirement planning. The sessions are designed as a series but can…

The program notes were prepared to accompany the television series "New Wrinkles on Retirement." The eight units in the series are: facing inflation, which covers the decreasing value of the dollar, transportation costs, medical expenses, cutting expenses, family budgeting, investments, and places to live; vigor regained, which covers exercise and…

This packet contains 14 consumer education guides concerning financial and legal issues for families at various life stages. The guides are especially aimed at persons living in Montana. The guides cover the following topics: (1) helping people to cope with financial crisis; (2) using a check register to track expenses; (3) individual retirement…

This bibliography cites title, source/publisher, availability, and cost for information and materials on various aspects of pre-retirement planning. Materials may be specifically for the elderly/retired person or of general interest. Bibliographies and periodicals are included. These materials and information are listed under twenty-three…

This guide is designed to help people of all ages set up a budget and manage their money. It is organized in three sections: the Principles of Managing Your Finances, Financial Tools Used in Money Management, and Coping with Change. Section 1 consists of three chapters. The first chapter introduces the money management process, discusses goal…

This guide presents a course of study designed for public school continuing education programs. The course is intended to make older persons more knowledgeable about programs and services which, if used, could add appreciably to their well being. Four units make up the curriculum: (1) Stretching Your Income, Health Care and Services, Information…

This packet of four brochures focuses on money management for four stages of life, from early adulthood to preretirement. The first brochure, for young adults, discusses early financial tasks, such as selecting a financial institution, and checking and savings accounts, credit establishments, and employee benefits. The second brochure, for young…

This document consists of all 10 issues of this annual journal issued during the 10 year period 1983-1992. Major articles include the following: "What Should We Teach about Shopping by Mail?" (Cude, Walker); "Family Adaptation to Economic Change" (Krein et al.); "Differences in Teenage Consumer Actions Related to Employment, Sex, and Consumer…

This first in a series of six packages of instructional materials developed by the Pre-Retirement Rehearsal Project contains a student's pre-retirement booklet specifically intended for adults with limited reading ability and teacher's guide, which introduce the concept and certain concerns of pre-retirement planning: housing options, money to…

In a longitudinal study of preretirement education, one of two groups had a group discussion program for 10 weekly sessions. Volunteer participants were male, hourly-rated workers, 60-68 years old, employed in the Detroit area automobile assembly plants. Discussion centered on work and retirement, money management, physical and mental health,…