Survey responses from 298 adults over 50 indicated that they were interested in instrumental learning focused on maintaining personal resources and capacity in order to engage with local, national, and global concerns. A more accurate picture of motivation arises from asking what adults want to do that is personally meaningful, instead of what do…

Adults ages 55-65 (n=23) were asked to provide solutions to retirement planning scenarios before and after attending financial planning training. Although their knowledge increased significantly, the overall quality of their decisions did not improve after training. (SK)

Over half of a group of 66 rural adults aged 45-64 identified finances, health, and well being as important retirement concerns; most had made financial plans but few in relation to well being. Their attitudes were influenced by family size, income, hobbies, present health, home ownership, and presence of children in the home. (SK)

A study examined the retirement planning of women between 40 and 55 years of age within the framework of family resource management. Personal characteristics inhibiting retirement planning were fear of financial risk, lack of perceived personal control, unwillingness to take risks, lack of belief in control of one's own life, and math anxiety.…

Offers a brief overview of preretirement education in the United Kingdom and its meaning in an economy where forced redundancy can bring "retirement" at an early age. Highlights the Coping with Change Model, which focuses on insight into the feelings, issues, choices, and skills relevant to life changes. (DMM)

The author describes Japan's phased retirement system, consisting of the "step down" from a management or supervisory position (commonly in the mid-50s) and the mandatory transfer to a subsidiary company later. The system allows companies to promote younger workers. However, in a depressed industry, the system generally results in…

Discusses factors that influence women in their daily living (economic and demographic factors, feelings about mathematics ability, risk taking, and locus of control), retirement planning concerns of midlife women, retirement planning strategies and the role of educators in this planning, and social-psychological strategies. (CT)

A 1981 study was conducted to explore and modify both sentiment concerning retirement and its effects on career plans. The study's three principal components were a questionnaire mailed to a sample of 1002 University of Washington nonacademic staff members aged 36 through 55, a "mid-career planning" workshop for 75 questionnaire respondents, and a…

Presents a proposed bill for a tuition tax credit for preretirement education. Eligibility, control, type of expenditure, and proportionate benefit are examined, as well as issues such as constitutionality and revenue loss. The use of existing educational resources and regulatory agencies would not require new federal programs. (Author/JAC)

This guidebook addresses retirement planning for midlife women. Section 1 presents the woman an opportunity to assess herself today in terms of the roles she plays in various aspects of her life and in her relationships with others. It asks her to consider some of her plans, dreams, and things she would like to do in an ideal retirement situation.…

This guidebook raises important issues for older workers to think about in planning for retirement. Sections of the book explore such areas as the following: changing roles and relationships; health and fitness; meaningful use of time, with a sampler of activities from which one may choose; working options, including a brief description of a…

This single person's retirement guide begins with an introduction that addresses the challenges of single living, the high dividends that planning pays, and the importance of attitude. Section II explores the changing roles and relationships in one's life, including aging parents, adult children, and a personal support network. Section III focuses…

The beginning phases of a preretirement program at San Jose State University, California, are described. The program, initiated through the interdisciplinary gerontology program, entailed group discussions and individual followup and counseling when appropriate. Discussion topics were housing, legal matters, leisure and volunteer work, health, and…

This booklet is a practical guide to help employers develop ways to train midcareer and older employees to work to their full potential. Section 1 discusses the older worker advantage. Section 2 focuses on dealing with older workers, the half-life effect, and three common problems that reduce productivity: career burnout, career plateauing, and…

A guide to help instructors and program planners understand the educational needs and characteristics of older learners is presented. Social, economic, and educational consequences of increasing longevity are identified. A brief history of education for older people is presented, and research and experience on adult and continuing education are…