Appendix: Additional References and Notes

For further information about retirement income planning, investing your human capital, and some of the other ideas presented in this book, please visit my personal website at or see some of the following references. Note that I have been careful to pick articles and books that are relatively accessible (that is, free of equations).

Aaron, Henry J., editor (1999), Behavioral Dimensions of Retirement Economics, Brookings Institution Press, Washington.

Ameriks, John, R. Veres and M. J. Warshawsky (2001), “Making Retirement Income Last a Lifetime,” Journal of Financial Planning, December, Article 6 (

Baldwin, Ben G. (1994), The New Life Insurance Investment Advisor ...

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