Retirement/Life Challenge-Recommended Reading

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The Wealthy Barber

ISBN: 0968394736: By David Chilton (1989)
Toronto: Stoddard Publishing Co.
You have no financial knowledge? Then begin with the basics written in a style that’s fun and informative with this book.

Idiot’s Guide To Personal Finance

ISBN: 0028642732: By B. McDougall & M. Reardon (1994)
Toronto: Prentice Hall

Personal Finance For Dummies

ISBN: 0764552317: By E. Tyson & T. Martin (1995)
Chicago: IDG Books
The previous two books are basic references texts which have been released in the last few years with the popular ‘Dummies’ approach to planning.

The Money Adviser

ISBN: 0773761675: By Bruce Cohen (1998)
Toronto: Stoddard Publishing Co.
If you feel you have the basics well in hand, try the following book for deeper knowledge and understanding.

Your Money Or Your Life

ISBN: 0140286780: By Joe Dominguez & Vicki Robin (1992)
Viking

Enough: Lifestyle & Financial Planning For Simpler Living

ISBN: 1896836186: By B.J. Wylie (1998)
Northstone
There is a movement in the United States and Canada toward simplifying one’s lifestyle. The theory is: the less you have, the less money you’ll need to keep it! The above two books take about this theory.

Seeing Tomorrow: Weighing Risk In Everyday Life

ISBN: 0471247367: By R. Dembo and H. Freeman (1998)
McClelland & Stewart
With the number of changes Canadians have experienced in the Canadian dollar and the economy, many are reluctant to risk capital. Perhaps a good evaluation of your risk potential may help you with this book.

Canadian Moneysaver

P. O. Box 370 (613) 352-7448
Bath, Ontario
K0H 1G0
Once you’ve done your general reading, you’ll need to keep up. In addition to such newspapers as the Globe & Mail and the National Post, I would recommend this magazine.

Canadian Shareowners Assoc.

1090 University Ave. W.
P.O. Box 7337, Windsor, ON N9C 4E9
If you are ready to begin a small stock portfolio or need help in picking individual equities or mutual funds you may want to look at this book.

A Dollar In Your Pocket: The Art Of Budgeting

By Helen Cunningham (1998)
Burnstown, ON: General Store Publishing House
If your first concern is that you don’t have any money to plan with, then this book is recommended.

Retirement Financial Planning

The New Retirement

ISBN: 1579547966: By Dian Cohen (1999)
Toronto: Doubleday
As a retirement planner, I think there is some merit in distinguishing between general financial and investment planning and retirement financial planning. This year, Dian Cohen published a book that looks at the changing nature of retirement as well putting forward a financial plan model.

The Only Retirement Planning Book You’ll Ever Need

ISBN: 0140255443: By Robert Kerr (1998)
Toronto: ITP Nelson
Kerr’s book combines lifestyle and financial planning for retirement in a single volume. It has many good planning tips.

Taking Care of Tomorrow - The Canadian Money Book for Prime Time Women

ISBN: 0075513757: By Betsy Mathews and Richard Birch
Toronto: McGraw-Hill Ryerson (1992)
For a women’s perspective on financial planning for retirement try this book:

U.S. - Canada Retirement

Crossborder Retirement

Rein Selles (1995)
9 Elliot Place, St. Albert, AB
T8N 5S5
Originally designed for Americans and Canadians working in either country, my book explores both the issue of staying in place and the questions that arise when you decide to move to another country. The book also includes a section for those planning partial residence (snow birds). The book can be viewed on-line at our website:

The Canadian Snowbird Guide

ISBN: 0075600277: By Douglas Gray (1997)
Toronto: McGraw-Hill Ryerson
For more exotic locations and planning, try this book:

Managing the Transition

Midlife Career Moves - Catalogue number: #505191

Alberta Human Resources and Employment (2003)
Targetted to older workers and can be found in Career Shop Catalogue on www.alis.gov.ab.ca. It can be downloaded as can Change and Transitions. Look for New Opportunities In Retirement - Wendy’s Story on p. 19, plus practical tips and tools for handling change and transition in your own life.

The New Retire-mentality: Planning Your Life and Living Your Dreams

ISBN: 0793141826: By Mitch Anthony (2001)
In a powerful and easy reading style, Anthony portrays retirement not as an isolated economic event, but rather as a part of ongoing life planning.

What Is Your Type Of Career? Unlock the Secrets of Your Personality Type to Find Your Perfect Career Path

ISBN: 0891061541: By Donna Dunning (2001) Dunning, a Red Deer author, offers a simple 5-step planning process that provides the links between your personality and the career that is right for you. You will discover how to use your personal preferences and strengths to manage transitions.

The Only Retirement Guide You’ll Ever Need

ISBN: 067170060X: by Robert Kerr (1998)
This book deals with many retirement concerns including boredom, housing, finance, health, nutrition, relationships, fitness and stress.

New Passages: Mapping Your Life Across Time

ISBN: 0394589130: By Gail Sheehy (1995) This book will help you understand the ages and stages of life and the reality of shifting life phases.

It’s Only Too Late If You Don’t Start Now: How to Create Your Second Life After 40

ISBN: 0440507189: By Barbara Sher (1998)
Sher deals with the myths of aging and motivates readers to follow their dreams at any age.

Carry On! Reaching Beyond 100

ISBN: 0968546501: By Tom Spear (1999)
Spear wrote his autobiography when he was over 100. His message of positive attitude, a desire for life, an interest in everything, and a demand for excellence from yourself brings hope to readers. Falcon Press, Calgary (403-256-2754).

From Age-ing to Sage-ing: A Profound New Vision of Growing Older

ISBN: 0446671770: By Zalman Schacter-Shalomi and Ronald S. Miller (1997)
The authors encourage retirees to return to roles as spiritual elders and wisdom keepers of society.

Future Perfect: Retirement Strategies for Productive People

ISBN: 155054957X: By David and Diane Bond (2002)
These Canmore, AB authors write about the new perspective on retirement including lifestyle and financial information.

The Reality Of Retirement

ISBN: 0961274603: By Jules Z. Willing (1989)
Chapel Hill, N.C.: Lively Mind Books
The Reality of Retirement, the best book I have ever read on retirement came from an American author. While it was originally written in 1981, it has been revised and updated. This is a great book to share as a couple.

Choosing a Financial Partner

Home Ownership

Buying your First Home

Cross Border Retirement