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.