Further Reading on Life Cycle Estate and Financial Planning

Andreason, Stuart. Will Talent Attraction and Retention Improve Metropolitan Labor Markets? Federal Reserve Bank of Atlanta Working Paper 2015-4 (April 2015).

Armstrong, Elizabeth A. and Hamilton, Laura T. Paying for the Party: How College Maintains Inequality. Cambridge: Harvard University Press (2013).

Arnott, Robert D. and Bernstein, Peter L. What Risk Premium is Normal? Financial Analysts Journal (March – April 2002).

Arum, Richard and Roksa, Josipa. Aspiring Adults Adrift: Tentative Transitions of College Graduates. Chicago: University of Chicago Press (2014).

Austen, Jane. Pride and Prejudice. New York: Signet Classics (1980).

Bengen, William P. Determining Withdrawal Rates Using Historical Data. Journal of Financial Planning (Oct. 1994).

Bennett, William J. and Wilezol, David. Is College Worth It?  Nashville: Thomas Nelson, Inc. (2013).

Biggs, Barton. Wealth, War and Wisdom. Hoboken: John Wiley & Sons, Inc. (2008).

Birnbach, Lisa. The Official Preppy Handbook. New York: Workman (1980).

Birnbach, Lisa. True Prep. New York: A.A. Knopf (2010).

Brealey, Richard A. and Myers, Stewart C. Principles of Corporate Finance (5th ed.). New York: McGraw-Hill (1996).

Butrica, Barbara A., Iams, Howard M., Smith, Karen E. and Toder, Eric J. The Disappearing Defined Benefit Pension and its Potential Impact on the Retirement Incomes of Baby Boomers. Social Security Bulletin, Vol. 69, No. 3 (2009).

Butrica, Barbara A., Smith, Karen E., and Toder, Eric J. What the 2008 Stock Market Crash Means for Retirement Security. Urban Institute Discussion Paper 09-03 (2009).

Cannadine, David. “The Decline and Dispersal of Territorial Wealth,” “The Demise of Patrician Professionals,” and “From Leisured Class to Labouring Aristocracy,” chapters in The Decline and Fall of the British Aristocracy. New Haven: Yale University Press (1990).

Carbone, June and Cahn, Naomi. Marriage Markets: How Inequality is Remaking the American Family. New York: Oxford University Press (2014).

Chany, Kalman. How to Pay for College Without Going Broke (2015 Edition). New York: Random House (2014).

Chua, Amy and Rubenfeld, Jed. The Triple Package: How Three Unlikely Traits Explain the Rise and Fall of Cultural Groups in America. New York: Penguin (2014).

Cooper, Marianne. Cut Adrift: Families in Insecure Times. Berkeley: University of California Press (2014).

Dalbar. 20th Annual Quantitative Analysis of Investor Behavior (2014 Advisor Edition).

DeMuth, Phil. The Affluent Investor: Financial Advice to Grow and Protect Your Wealth. Hauppauge: Barron’s Educational (2013).

Dominguez, Joe and Robin, Vicki. Your Money or Your Life: Transforming Your Relationship with Money and Achieving Financial Independence. New York: Penguin (1999).

Eisenberg, Lee. The Number: A Completely Different Way to Think About the Rest of Your Life. New York: Free Press (2006).

Fischer, David Hackett. The Great Wave: Price Revolutions and the Rhythm of History. Oxford: Oxford University Press (1996).

Fisher, Len. Crashes, Crises, and Calamities: How We Can Use Science to Read the Early-Warning Signs. New York: Basic Books (2011).

Fisker, Jacob Lund. Early Retirement Extreme: A Philosophical and Practical Guide to Financial Independence. Createspace (2010).

French, Eric, Kelley, Taylor, and Qi, An. Expected income growth and the Great Recession. Economic Perspectives (Federal Reserve Bank of Chicago, 1Q2013)

Friend, Tad. Cheerful Money: Me, My Family, and the Last Days of WASP Splendor. New York: Little, Brown and Company (2009).

Garreau, Joel. The Nine Nations of North America. New York: Avon Books (1981).

Gilson, Ronald J., Mnookin, Robert H., and Pashigian, Peter B. Sharing Among the Human Capitalists: An Economic Inquiry Into the Corporate Law Firm and How Partners Split Profits.  37 Stan L. Rev. 313-397 (1985).

Graham, Benjamin. The Intelligent Investor: The Definitive Book on Value Investing. New York: HarperCollins (2003).

Graves, Edward E., ed. McGill’s Life Insurance (8th ed.). Bryn Mawr: The American College Press (2011).

Greitens, Eric. Resilience: Hard-Won Wisdom for Living a Better Life. New York: Houghton Mifflin Harcourt (2015).

Hacker, Jacob. The Great Risk Shift – The New Economic Insecurity and the Decline of the American Dream. New York: Oxford University Press (2006).

Hayashida, Teruyoshi. Take Ivy. Brooklyn: powerHouse Books (2010).

Helman, Ruth, Adams, Nevin, Copeland, Craig, and VanDerhei, Jack, “The 2014 Retirement Confidence Survey: Confidence Rebounds- for Those with Retirement Plans,” EBRI Issue Brief, no. 397, March 2014.

Hoffman, Reid and Casnocha, Ben. The Start-Up of You: Adapt to the Future, Invest in Yourself, and Transform Your Career. New York: Crown Business (2012).

Hubbard, Glenn and Kane, Tim. Balance: The Economics of Great Powers from Ancient Rome to Modern America. New York: Simon & Schuster (2013).

Janssen, Ronald, Kramer, Bert, and Boender, Guus. Life Cycle Investing: From Target-Date to Goal-Based Investing. The Journal of Wealth Management (Summer 2013), 23-32.

Kaplan, Robert D. An Empire Wilderness: Traveling Into America’s Future. New York: Vintage Books (1998).

Kidd, W.E. Geeks Who Can Schmooze: A Credit Suisse Private Banker Tells All. (2012).

Klarman, Seth A. Margin of Safety: Risk-Averse Value Investing Strategies for the Thoughtful Investor. New York: HarperCollins (1991).

Kunstler, James Howard. The Long Emergency. New York: Grove Press (2005).

Kynaston, David. Austerity Britain 1945-1951. New York: Walker & Company (2008).

LeDuff, Charlie. Detroit: An American Autopsy. New York: Penguin (2013).

Lo, Andrew W. “Efficient Markets Hypothesis” entry in Blume, L., and Durlauf, S. The New Palgrave Dictionary of Economics (2nd ed.). New York: Palgrave McMillan (2007).

Malkiel, Burton G. A Random Walk Down Wall Street: The Time-Tested Strategy for Successful Investing. New York: W.W. Norton (2015).

McKibben, Bill. Deep Economy: The Wealth of Communities and the Durable Future. New York: Times Books (2007).

Meisel, Ari. Less Doing, More Living: Make Everything in Life Easier. New York: Penguin (2014).

Milanovic, Branko. The Haves and the Have-Nots: A Brief and Idiosyncratic History of Global Inequality. New York: Basic Books (2011).

Morley, John. Why Law Firms Collapse. Yale Law & Economics Research Paper No. 521. (2015).

Murray, Charles. Coming Apart: The State of White America, 1960-2010. New York: Crown Forum (2012).

Newport, Cal. So Good They Can’t Ignore You: Why Skills Trump Passion in the Quest for Work You Love. New York: Hachette (2012).

Osborne, Frances. The Bolter. New York: A.A. Knopf (2008).

Packer, George. The Unwinding: An Inner History of the New America. New York: Farrar, Straus and Giroux (2013).

Pearce, Joseph. Small Is Still Beautiful: Economics As If Families Mattered. Wilmington: ISI Books (2006).

Roland, Ethan. Eight forms of capital. Permaculture No. 68, 58-61 (2011).

Röpke, Wilhelm. A Humane Economy: The Social Framework of the Free Market. Wilmington: ISI Books (1998).

Roth, Benjamin. The Great Depression: a Diary. New York: PublicAffairs (2009).

Schor, Juliet B. The Overspent American: Upscaling, Downshifting, and the New Consumer. New York: Basic Books (1998).

Schor, Juliet B. Plenitude: The New Economics of True Wealth. New York: Penguin (2010).

Schweich, Thomas A. Crashproof Your Life: A Comprehensive, Three-Part Plan for Protecting Yourself from Financial Disasters. New York: McGraw-Hill (2002).

Slott, Ed. The Retirement Savings Time Bomb…and How to Defuse It. New York: Penguin (2007).

Stanley, Thomas J. The Millionaire Mind. Kansas City: Andrews McMeel (2001).

Stanley, Thomas J. and Danko, William D. The Millionaire Next Door: The Surprising Secrets of America’s Wealthy. New York: Pocket Books (1996).

Stein, Ben and DeMuth, Phil. Yes, You Can Get a Financial Life!: Your Lifetime Guide to Financial Planning. Carlsbad: New Beginnings Press (2007).

Strauss, William and Howe, Neil. The Fourth Turning: An American Prophecy. New York: Broadway Books (1997).

Swensen, David F. Unconventional Success: A Fundamental Approach to Personal Investment. New York: Free Press (2005).

Sveiby, Karl-Erik. The invisible balance sheet. Whitepaper available at Sveiby Knowledge Associates (1997-2001).

Tainter, Joseph A. The Collapse of Complex Societies (New Studies in Archaeology). Cambridge: Cambridge University Press (1988).

Taleb, Nassim Nicholas. Antifragile: Things That Gain from Disorder. New York: Random House (2012).

Tomalin, Claire. Jane Austen: A Life. New York: Vintage Books (1999).

Tooze, Adam. The Deluge: The Great War, America and the Remaking of the Global Order, 1916-1931. New York: Viking (2014).

Tracy, Brian. The 100 Absolutely Unbreakable Laws of Business Success. San Francisco: Berrett-Koehler Publishers (2002).

Trillin, Calvin. Remembering Denny. New York: Warner Books (1994).

Turchin, Peter. Secular Cycles. Princeton: Princeton University Press (2009).

Wanberg, C.R., Kanfer, R., Hamann, D.J., and Zhang, Z. Age and Reemployment Success After Job Loss: An Integrative Model and Meta-Analysis. Psychological Bulletin (May 25, 2015).

Warren, Elizabeth and Tyagi, Amelia Warren. The Two-Income Trap: Why Middle-Class Mothers & Fathers Are Going Broke. New York: Basic Books (2003).

Wilkins, David B. and Gulati, G. Mitu. Reconceiving the Tournament of Lawyers: Tracking, Seeding, and Information Control in the Internal Labor Markets of Elite Law Firms. 84 Va. L. Rev. 1581-1681 (1998).