Non-Financial Retirement Planning Resources

There is a lot being written about the importance of planning for the non-financial side of retirement. More and more is being published every month.

The resources below are intended for financial advisory firms to reference to learn about this increasingly important topic and are the ones I have found helpful in learning why non-financial planning for retirement is important.

The list is the best resources I have come across and is intended to identify many of the best resources IMO- it is not intended to be an all-inclusive list.

The Websites for the General Public resources can be shared with clients to help them begin understanding and planning for the many non-financial aspects to live a happy and successful retirement.

As I become aware of other new resources, this page will be updated.

Non-Financial Retirement Research and Articles
(Listed chronologically- the latest at the top)

The Four Pillars of the New Retirement: What a Difference a Year Makes, An Edward Jones and AgeWave Study, June 2021. A follow-up study to their 2020 study The Four Pillars of the New Retirement.

Beyond Finances: Holistic Life Planning Trends Among Advisors, a study from Equitable and IN Research

The Future of the Client-Advisor Relationships, a study by AIG Life & Retirement and MIT AgeLab

The Four Pillars of the New Retirement, Edward Jones and AgeWave

The Changing Face of Retirement Planning– A Three-Part Series, Reid Stone, Q1 2020.
Part 1- What the Research Is Telling Us
Part 2- Taking Advantage of What the Research Is Telling Us
Part 3- Linking the Demographics With the Research

The Strategic Value of Helping Clients Plan Their Ideal Lifestyle In Retirement, Reid Stone, Q4 2019 (Download a FREE copy)

Location, Vocation, and Vacation: Finding the Retirement Place and Pace that Works*, Mitch Anthony, Lisa Kueng, and Gary DeMoss, Journal of Financial Planning, November, 2019.

You’d Better Increase Your Service Offerings, or Else Find Partners Who
Can Help,
 Scott Hanson, InvestmentNews,  November 26, 2019

The Missing Link Between Retirement Readiness, Longevity, Wealth
Management 3.0, and Transition Planning
, Reid Stone,, November, 2019.

Wealth Management 3.0: Longevity Advisors, Michael Armstrong,, August 26, 2019.

Time Allocations and Self-Reported Happiness of Retirees: An Exploratory Study*, Guo, Tao PhD, CFP; Cheng, Yuanshan, PhD, CFP;  Gibson, Philip, PhD, CFP; and Pantuosco, Louis J., PhD,Journal of Financial Planning , March, 2019.

What Is Retirement Coaching?, Robert Laura, Forbes, September 13, 2019.

Why Retirement Planning Should Be About Teaching Us How To Live
In Retirement
, Joseph Coughlin, Forbes, April, 2018.

Future Mastery- Evolution or Revolution in the Financial Planning Profession*, Dennis Stearns, CFP and Andrew Clark, CFP, Journal of Financial Planning, December, 2017.

Wishful Thinking or Within Reach? Three Generations Prepare for Retirement, Transamerica Center for Retirement Studies, December, 2017.

*Note:  If the links to the Journal of Financial Planning articles take you to the login page of the site, let me know. Membership and login was required to access these articles.

If you are not a member of the FPA and would like to read any of these articles, please
contact me.  I will send you a PDF copy.

Websites for the General Public- The Non-Financial Side
of Retirement


Blue Zones

Booming Encore

Growing Bolder

Make Aging Work

My Life’s Encore

Next Avenue

3rd Act Magazine

Rethinking65– for advisors

The Retirement Manifesto

Academic/Corporate Websites- Retirement & Longevity

Greater Good Magazine- Science Based Insights for a Meaningful Life
(Cal Berkeley)

Michigan Retirement and Disability Research Center

MIT AgeLab Directors Blog

Center for Retirement Research at Boston College- Squared Away Blog

Stanford Center on Longevity

Transamerica Center for Retirement Studies


Since there are so many books coming out about planning for the non-financial side of retirement, I won’t list them here. Contact me if you would like a book or two to read yourself or to hand out to clients.