August 5 - August 12 - August 19 - August 26
August 5, 2000: Taking Money Out
Books
IRAs, 401ks, and Other Retirement Plans: Taking Your Money Out, Twila Slesnick and John Suttle, (Nolo.com, 2nd edition, March 2000)
Making the Most of Your Money, Jane Bryant Quinn, (Simon & Shuster, November 1997)
The Rich and How They Got That Way : How the Wealthiest People of All Time -- From Genghis Khan to Bill Gates -- Made Their Fortunes, Cynthia Crossen, (Time Books, July 2000)
Web Sites
www.slesnicks.com – Web site for Twila Slesnick's accounting firm.
www.nolo.com – Site for Nolo Press, where Twila's book and other helpful legal materials can be purchased.
www.accredited.com – Ross Levin's financial planning company.
www.publicdebt.treas.gov/sec/sectrdir.htm – Web site for Treasury Direct – purchasing U. S. Treasury bills on line.
August 12, 2000: Your Money Manager
Books
Chris Farrell recently spoke with Bob Hunter of the Consumer Federation of America about their new publication, A Buyer's Guide to Insurance. This brochure can be ordered from the CFA by sending $5.00 to CFA, 1424-16th St NW, Suite 604, Washington DC 20036.
IRAs, 401ks, and Other Retirement Plans: Taking Your Money Out by Twila Slesnick and John Suttle (Nolo.com, 2nd edition, March 2000)
For Richer, Not Poorer: The Money Book for Couples by Ruth Hayden (Health Communications, 1999.)
How To Turn Your Money Life Around: The Money Book for Women by Ruth Hayden (Health Communications, 1992.)
Cracking the Value Code: How Successful Businesses Are Creating Wealth in the New Economy by Richard E.S. Boulton, Barry D. Libert, Steve M. Samek (Harperbusiness, 2000.)
Web Sites
www.nasdr.com/2000.htm – National Association of Securities Dealers – check the NASD Regulation Public Disclosure Program for information on individual brokers and investment firms.
www.consumerfed.org – Information on ordering the brochure, "A Buyer's Guide to Insurance". Many other helpful brochures are also available – some can be downloaded to your computer.
www.treasurydirect.gov – The U.S. Treasury's web site for direct purchase of government securities.
www.cccssf.org – The web site for the Consumer Credit Counseling Service of San Francisco. Excellent resources for budgeting help, as well as debt counseling and other personal finance information.
August 19, 2000: Long Term Care Insurance
Long Term Care Insurance
www.aarp.com – The American Association of Retired Persons. Do a search under "long term care insurance" to locate a number of articles on this topic.
www.aoa.gov./elderpage/locator.html - National Eldercare Locator – 800-677-1116
The Eldercare Locator is a nationwide, directory assistance service designed to help older persons and caregivers locate local support resources for aging Americans.
AARP Brochures
Long Term Care Insurance: Understanding Your Options (Publication No. D17159)
Long Term Care Insurance: To Buy or Not to Buy? (Publication No. D17186)
To order send request to : AARP Fulfillment,
601 E Street NW,
Washington DC 20049
Books
Girls Just Want to Have Funds: How to Spruce Up Your Money Life and Invest Like a Pro by Susannah Blake Goodman (Hyperion, May 2000)
Stocks for the Long Run: The Definitive Guide to Financial Market Returns and Long-Term Investment Strategies by Jeremy J. Siegel, Peter L. Bernstein (McGraw-Hill, April 1998, 2nd edition)
Web Sites
www.nfcc.org - The National Foundation for Credit Counseling
A national umbrella of debt counseling and consumer assistance programs. Phone: 800-388-2227.
www.cccssf.org - The web site for the Consumer Credit Counseling Service of San Francisco. Excellent resources for budgeting help, as well as debt counseling and other personal finance information. Phone: 800-777-PLAN.
www.myvesta.org - An internet-based, nonprofit financial services organization offering credit and financial assistance. Phone: 800-680-3328.
www.ecampus.com - A web site for buying and selling college and grad school text books. Features free shipping on book orders.
August 26, 2000: Back to School
Books
Dollars & Sense for Kids by Janet Bodnar (Kiplinger Books, 1999)
For Richer, Not Poorer: The Money Book for Couples by Ruth Hayden (Health Communications, 1999)
Web Sites
www.kiplinger.com/columns/drt/ - Janet Bodnar's "Dr. Tightwad" column in Kiplinger's Personal Finance magazine.
www.mystockoptions.com – A new site devoted to understanding and utilizing employee stock options.
www.moneyformail.com – Gerri Detweiler's new "dot com" business venture.
www.bankrate.com – A company that compiles weekly rate information on bank investments, credit cards and loans.
Regional Broadcast Program Information
Peter Brown appeared on a regional broadcast of Sound Money, talking with Chris Farrell about being an independent consultant. If you would like to receive Peter's free worksheet, "Can You Afford to Go Solo?" or his article, "Q&A: Consulting in Retirement," click here jobtrack@tbpi.com and enter SOLO or RETIREMENT (or both) in the subject line to indicate which piece you wish to receive. You will receive the document by return email.