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Resources for June 2000 Programs
June 3 - June 10 - June 17 - June 24

June 3, 2000: Buying Individual Stocks
Books
•   For Richer, Not Poorer: The Money Book for Couples, by Ruth Hayden (Health Communications, 1999).

Web Sites
•   www.businessweek.com/investor/frame/columns.htm – Robert Barker’s columns: "The Barker Portfolio" and "barker.online".
•   www.personalwealth.com - Standard and Poor’s site for investors.
•   www.freeedgar.com - a web site that manages data and information from the Securities and Exchange Commission for research.
•   www.morningstar.com - financial information, fund comparisons and evaluations.
•   www.vanguard.com - site for the mutual fund company Vanguard. Contains useful tools for research and evaluation.


June 10, 2000: Your Money Manager
Books
•   For Richer, Not Poorer: The Money Book for Couples, by Ruth Hayden, (Health Communications, 1999).
•   The Lexus and the Olive Tree, by Thomas Friedman, (Anchor Books, 2000).

Web Sites
•   www.rothira.com - an informational site on the Roth which includes press articles, books, other web site links, software, and a message board for tax professionals.
•   edslott.com - CPA Ed Slott’s site offering information on IRAs, Roth IRAs, estate planning, etc.
•   www.403bwise.com - a new web site focusing exclusively on retirement plans for those employed by non-profits and educational institutions.


June 17, 2000: Personal Philanthropy
Books
•   The Frugal Homeowners Guide: To Buying, Selling, & Improving Your Home, by Julie Garton-Good, (Real Estate Education Co., 1999).
•   Valuing Wall Street: Protecting Wealth in Turbulent Markets, by Andrew Smithers & Stephen Wright, (MacGraw-Hill, 2000).

Web Sites
•   www.give.org - web site of the National Charities Information Bureau featuring a reference guide to over 400 charities.
•   www.troweprice.com
•   www.vanguard.com - sites for the major investment firms that offer informative sections on retirement planning.


June 24, 2000: Personal Finances for Generation Xers
Books
•   Get a Financial Life: Personal Finance in Your Twenties and Thirties, by Beth Kobliner (Simon & Schuster, revised 2000)
•   The Frugal Homeowners Guide: To Buying, Selling, & Improving Your Home, by Julie Good-Garton (Real Estate Education Co., 1999)
•    Financing College, by Kristin Davis (Kiplinger Books, 2nd edition, 1998)

Web Sites
•   www.coopamerica.org -- Site for Co-op America, a national nonprofit organization founded in 1982, provides strategies, organization and tools for businesses and individuals to address social and environmental problems.
•   www.socialinvest.org - Site for the Social Investment Forum, which is active in developing the concept and practice of socially responsible investing. Offers a guide listing forum members, including many socially responsible financial planners, and a quarterly newsletter.
•   www.kobliner.com - Beth Kobliner's Web site (still under construction), which will feature personal finance resources and advice.
•   www.homefair.com - A resource that provides information and calculators to aid in decision making about relocation, mortgages, and related topics.
•    nolo.com - A Web site that offers resources for legal issues, including bankruptcy.
•   www.cccssf.org - Consumer Credit Counseling Service of San Francisco (CCCS) is a nonprofit service and a member of the National Foundation for Consumer Credit (NFCC). They provide money management information and assistance and housing counseling services.

Credit Bureaus
The three major credit reporting bureaus are:
•    Experian, 888-397-3742, www.experian.com/product/consumer/fee.html
•    Equifax, 800-997-2493, www.equifax.com/consumer/product/select/web/choice
•    Transunion, 800-888-4213, www.transunion.com/Consumer/
Check in the consumer sections for Fraud Victim Assistance.



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