Resource Management for the Elderly Well-Being: A Holistic Approach to Financial Planning and Security in Retirement Years
Edition: 1
Copyright: 2025
Pages: 150
Edition: 1
Copyright: 2025
Pages: 150
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$95.00
Ebook
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As the global population ages, societies worldwide are confronted with unprecedented challenges in ensuring the financial security and well-being of their elderly citizens. The phenomenon, often referred to as the "Silver Tsunami," presents a complex web of economic, social, and ethical dilemmas that demand urgent attention. At the heart of this issue lies the looming specter of financial ruin for countless families who find themselves ill-prepared to navigate the financial complexities associated with aging. This textbook, Resource Management for Elderly Well-Being: A Holistic Approach to Financial Planning and Security in Retirement Years, is a comprehensive guide designed to equip individuals, families, caregivers, and financial professionals with the knowledge and tools necessary to confront these challenges head-on and chart a course toward financial resilience and stability in an increasingly aging world.
With the rapid advancement of medical technology, improved healthcare systems, and changing demographic trends, people are living longer than ever before. While increased longevity brings with it the gift of more years to enjoy life, it also presents a host of financial considerations that must be carefully managed. From funding retirement to covering healthcare expenses and ensuring long-term care, the financial implications of aging are profound and far-reaching. Without proper planning and preparation, many families face the stark reality of financial ruin as they grapple with the escalating costs associated with aging. Against this backdrop, " Resource Management for Elderly Well-Being " serves as a beacon of hope, offering practical strategies, expert insights, and real-world examples to empower readers in safeguarding their financial future and that of their loved ones.
Drawing upon interdisciplinary expertise from fields such as finance, economics, gerontology, and social work, this textbook provides a comprehensive exploration of the multifaceted challenges posed by the aging population. Through a blend of theoretical analysis, empirical research, case studies, and practical exercises, readers will gain a deep understanding of the complex interplay between financial planning, aging, and societal dynamics. Moreover, " Resource Management for Elderly Well-Being " goes beyond mere diagnosis of the problem; it offers concrete solutions and actionable recommendations to help individuals and families navigate the turbulent waters of an aging society with confidence and resilience.
Whether you are a financial advisor seeking to better serve elderly clients, a caregiver supporting aging parents, or an individual planning for your own future, this textbook is an indispensable resource for navigating the challenges and seizing the opportunities presented.
Chapter 1 - Introduction to Resource Management for the Elderly
Chapter 2: Establishing Client-Planner Relationships
Chapter 3: Gathering and Analyzing Data
Chapter 4: Identifying Goals and Objectives
Chapter 5: Developing a Financial Plan
Chapter 6: Retirement Planning
Chapter 7: Investment Management
Chapter 8: Estate Planning
Chapter 9: Tax Planning
Chapter 10: Government Benefits and Entitlement Programs
Chapter 11: Healthcare and Long-Term Care Planning
Chapter 12: Insurance Planning
Chapter 13: Social Security and Pension Analysis
Chapter 14: Housing and Living Arrangements
Chapter 15: Income and Cash Flow Management
Chapter 16: Special Considerations for Blended Families and Multiple Generations
Chapter 17: Planning for Disability and Incapacity
Chapter 18: Philanthropic Giving and Charitable Planning
Chapter 19 Monitoring and Adjusting the Financial Plan
Chapter 20: Ethical and Legal Considerations
Chapter 21: Resource Management for the Elderly Cases
Appendix
References
Lisa L. Cole Martin is a seasoned educator and financial planning expert with over two decades of experience teaching accounting, finance, and business courses at various esteemed universities, including North Carolina A&T State University and Texas Tech University. She holds an Ed.D. and an M.S. in Personal Financial Planning from Texas Tech University, an M.B.A. in Public Administration from the University of Findlay, and a B.S. in Accounting from Grambling State University.
As the author of Cases in Family Financial Planning: A Guide for Financial Planning Analysis and Plan Preparation, published in 2021, Lisa has demonstrated her deep commitment to advancing financial literacy. Her latest work, Resource Management for Elderly Well-Being: A Holistic Approach to Financial Planning and Security in Retirement Years, reflects her passion for helping individuals navigate the complexities of financial planning in their later years.
Lisa is particularly devoted to making financial planning concepts accessible to low and middle-class individuals, empowering them to build generational wealth and secure their financial futures. She believes that everyone, regardless of their background, deserves the knowledge and tools to achieve financial security and well-being, especially in retirement.
Beyond her professional achievements, Lisa has a deep love for music and enjoys spending her free time reading, watching Marvel movies, and being with her family and friends. Her dedication to financial education is matched by her commitment to making complex financial concepts understandable and actionable for all. Through her teaching, writing, and outreach, Lisa continues to inspire and equip diverse audiences with the knowledge they need to thrive financially, particularly as they approach and navigate their retirement years.
As the global population ages, societies worldwide are confronted with unprecedented challenges in ensuring the financial security and well-being of their elderly citizens. The phenomenon, often referred to as the "Silver Tsunami," presents a complex web of economic, social, and ethical dilemmas that demand urgent attention. At the heart of this issue lies the looming specter of financial ruin for countless families who find themselves ill-prepared to navigate the financial complexities associated with aging. This textbook, Resource Management for Elderly Well-Being: A Holistic Approach to Financial Planning and Security in Retirement Years, is a comprehensive guide designed to equip individuals, families, caregivers, and financial professionals with the knowledge and tools necessary to confront these challenges head-on and chart a course toward financial resilience and stability in an increasingly aging world.
With the rapid advancement of medical technology, improved healthcare systems, and changing demographic trends, people are living longer than ever before. While increased longevity brings with it the gift of more years to enjoy life, it also presents a host of financial considerations that must be carefully managed. From funding retirement to covering healthcare expenses and ensuring long-term care, the financial implications of aging are profound and far-reaching. Without proper planning and preparation, many families face the stark reality of financial ruin as they grapple with the escalating costs associated with aging. Against this backdrop, " Resource Management for Elderly Well-Being " serves as a beacon of hope, offering practical strategies, expert insights, and real-world examples to empower readers in safeguarding their financial future and that of their loved ones.
Drawing upon interdisciplinary expertise from fields such as finance, economics, gerontology, and social work, this textbook provides a comprehensive exploration of the multifaceted challenges posed by the aging population. Through a blend of theoretical analysis, empirical research, case studies, and practical exercises, readers will gain a deep understanding of the complex interplay between financial planning, aging, and societal dynamics. Moreover, " Resource Management for Elderly Well-Being " goes beyond mere diagnosis of the problem; it offers concrete solutions and actionable recommendations to help individuals and families navigate the turbulent waters of an aging society with confidence and resilience.
Whether you are a financial advisor seeking to better serve elderly clients, a caregiver supporting aging parents, or an individual planning for your own future, this textbook is an indispensable resource for navigating the challenges and seizing the opportunities presented.
Chapter 1 - Introduction to Resource Management for the Elderly
Chapter 2: Establishing Client-Planner Relationships
Chapter 3: Gathering and Analyzing Data
Chapter 4: Identifying Goals and Objectives
Chapter 5: Developing a Financial Plan
Chapter 6: Retirement Planning
Chapter 7: Investment Management
Chapter 8: Estate Planning
Chapter 9: Tax Planning
Chapter 10: Government Benefits and Entitlement Programs
Chapter 11: Healthcare and Long-Term Care Planning
Chapter 12: Insurance Planning
Chapter 13: Social Security and Pension Analysis
Chapter 14: Housing and Living Arrangements
Chapter 15: Income and Cash Flow Management
Chapter 16: Special Considerations for Blended Families and Multiple Generations
Chapter 17: Planning for Disability and Incapacity
Chapter 18: Philanthropic Giving and Charitable Planning
Chapter 19 Monitoring and Adjusting the Financial Plan
Chapter 20: Ethical and Legal Considerations
Chapter 21: Resource Management for the Elderly Cases
Appendix
References
Lisa L. Cole Martin is a seasoned educator and financial planning expert with over two decades of experience teaching accounting, finance, and business courses at various esteemed universities, including North Carolina A&T State University and Texas Tech University. She holds an Ed.D. and an M.S. in Personal Financial Planning from Texas Tech University, an M.B.A. in Public Administration from the University of Findlay, and a B.S. in Accounting from Grambling State University.
As the author of Cases in Family Financial Planning: A Guide for Financial Planning Analysis and Plan Preparation, published in 2021, Lisa has demonstrated her deep commitment to advancing financial literacy. Her latest work, Resource Management for Elderly Well-Being: A Holistic Approach to Financial Planning and Security in Retirement Years, reflects her passion for helping individuals navigate the complexities of financial planning in their later years.
Lisa is particularly devoted to making financial planning concepts accessible to low and middle-class individuals, empowering them to build generational wealth and secure their financial futures. She believes that everyone, regardless of their background, deserves the knowledge and tools to achieve financial security and well-being, especially in retirement.
Beyond her professional achievements, Lisa has a deep love for music and enjoys spending her free time reading, watching Marvel movies, and being with her family and friends. Her dedication to financial education is matched by her commitment to making complex financial concepts understandable and actionable for all. Through her teaching, writing, and outreach, Lisa continues to inspire and equip diverse audiences with the knowledge they need to thrive financially, particularly as they approach and navigate their retirement years.