© 2003 Blackwell Publishing Ltd International Journal of Consumer Studies, 27, 5, November 2003, pp395–405 395
Blackwell Science, LtdOxford, UKIJCInternational Journal of Consumer Studies1470-6431Blackwell Publishing Ltd, 200327 5395405Original ArticleA research framework for
family resource managementS. McGregor and M. Bateman Ellison
Correspondence
Sue McGregor, Department of Education, Coordinator Peace and Conflict
Studies Program, Mount Saint Vincent University, 166 Bedford Highway,
Halifax, NS, Canada B3M 2J6. E-mail: sue.mcgregor@msvu.ca
A new research framework for family resource
management applied to financial preparedness of mid-life
working couples
a
Sue McGregor
1
and Margaret Bateman Ellison
2
1 Department of Education, Coordinator Peace and Conflict Studies Program, Mount Saint Vincent University, Halifax, NS, Canada
2 Department of Business Administration and Tourism, Mount Saint Vincent University, Halifax, NS, Canada
Abstract
In order to continue to move forward, the field of family
resource management needs rich research programmes
based on holistic, synergetic approaches. To this end, this
paper presents a multi-perspective research framework for
designing family resource management research pro-
grammes using insights from five existing perspectives to
understand families: life cycle stages, life spiral across gen-
erations, unplanned life transitions, the historical context of
the course of one’s life, and the different levels of influence
on daily life ranging from the cosmos to the unknown
(spheres of influence perspective). A modernization of the
life cycle perspective is proposed as well to accommodate
the gap between the full nest and the empty nest. We then
use this new research framework to shape the development
of a programme targeting retirement preparedness of mid-
life working couples with dependents (children and aged or
infirm adults). We anticipate that deeper, more holistic
insights into family resource management strategies can be
gained from using this new research framework.
Keywords Resource management, financial preparedness,
mid-life working couples, research framework, life cycle, life
course.
Family resource management is an established field of
study with a long, progressive history.
1
Goldsmith and
McGregor
2
recognized an evolution occurring within
the discipline (formerly called home management) such
that practitioners are challenged to keep abreast of the
rapidly changing relationships between families and
their environments. This paper tenders a multi-
perspective research framework for family resource
management (Table 1) that strives to accommodate the
changing nature of families, the changing nature of their
external life environment (especially policies within
government and the labour market) and the two-way
relationship between families and their changing life
context as they procure, manage and dispose of
resources to fulfil their day-to-day and intergenera-
tional needs.
In more detail, the authors assume that deeper
insights into family resource management strategies can
be gained from integrating four life development, evo-
lution and transition frameworks with the spheres of
influence perspective into a new family resource man-
agement research framework. These five perspectives
include: (a) the family life cycle perspective, (b) the life
spiral perspective, (c) the life transition perspective, (d)
the life course perspective,
b
and (e) the spheres of influ-
ence perspective. Each perspective will be discussed
with comments on how each accommodates particular
parts of the resource management puzzle but not the
entire phenomena. A modernization of the life cycle
perspective is also suggested. By way of application, the
discussion ends with an example of how using this multi-
perspective research framework provides guidelines for
developing a long-term research programme or strategy
for studying family resource management and retire-
a
A much earlier version of this paper was presented at the 1998 Interna-
tional Household and Family Research Conference, Helsinki, Finland, 31
May-3 June.
b
By way of clarification, Aldous
11
suggested that neither life cycle or life
course merit the status of a theory yet so each will be referred to as a
perspective in this discussion.