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Resources for January 2001 Programs
January 6 - January 13 - January 20 - January 27

January 6, 2001: Jobs and Careers
Broadcast Guests
•   Amy Lindgren, president of Prototype Career Service, syndicated columnist.
•   David Kansas, president of The Street.com.
•   Heather McElhatton, artist and writer.

Web sites
•   www.prototypecareerservice.com - Amy Lindgren's site with resources and contact information.
•   www.irs.gov - Site for the Internal Revenue Service.
•   www.thestreet.com - Stock market news and resources.

Sites for Market Research
•   www.sec.gov - EDGAR Database
•   http://finance.yahoo.com/?u - Yahoo Finance
•   http://quicken.aol.com/ - AOL Finance
•   www.marketwatch.com
•   www.wsj.com - Wall Street Journal (access to some articles requires a paid subscription.)
•   www.nasdaq.com

Books
•   The Street.Com Guide to Smart Investing in the Internet Era: Everything You Need to Know to Outsmart Wall Street and Select Winning Stocks by Dave Kansas, the Street.Com (Doubleday, January 2001).
•   Personal Finance for Dummies (Hungry Minds, Inc., 3rd ed., March 2000) and Investing for Dummies (I D G Books Worldwide, 2nd ed., October 1999) by Eric Tyson.


January 13, 2001: Your Money Manager
Broadcast Guests
•   Erica Whittlinger, president of Whittlinger Capital Management in Minneapolis.
•   Marc Freedman, president of Civic Ventures in San Francisco.
•   Margaret Brower, series producer, PBS's "Right On The Money".
•   Heather McElhatton, artist and writer.

Books
•   Prime Time: How Baby-Boomers Will Revolutionize Retirement and Transform America by Marc Freedman (Public Affairs 2000).

Web sites
•   www.civicventures.org - Site for Civic Ventures, an organization that creates and promotes opportunities for retired persons to use their job skills in their communities.
•   www.vanguard.com and www.fidelity.com - Sites to research retirement plans for small businesses.
•   www.financialengines.com – Site with a number of calculators to help project financial scenarios.
•   www.socialinvest.org - Site for researching socially responsible investments.

Heather McElhatton's reading list
•   www.morningstar.com
•   www.nasdaq.com
•   www.cnn.com
•   www.fda.gov
•   The Great Gatsby by F. Scott Fitzgerald

January 20, 2001: Your Money and Your Life
Broadcast Guests
•   Ross Levin, financial planner and principal, Accredited Investors, Inc., Edina, Minnesota.
•   Ed Slott, CPA, author of The IRA Advisor Newsletter
•   Heather McElhatton, artist and writer.

Values in Investing and Giving: Ross Levin
•   The Wealth Management Index: The Financial Advisor's System for Assessing & Managing Your Client's Plans & Goals by Ross Levin (Irwin Professional Publishing 1996)
•   Who Gets Grandma’s Yellow Pie Plate, a book that covers passing on personal possessions. To order call 800-876-8636 or order online at: www.extension.umn.edu
•   Money and the Meaning of Life by Joseph Needleman (Currency/Doubleday - October 1994)
•   www.ethicalwill.com - A Web site that gives examples of ethical wills.

New IRS Tax Regulations for 2001 -Ed Slott
•   www.irahelp.com - Ed Slott has posted information on the new regulations on his Web site.

Resources on Exchanged Traded Funds
•   www.ishares.com - Site for researching exchange traded funds.
www.morningstar.com - Click on "ETFs" on the top menu bar for information on exchange traded funds.

January 27, 2001: An Insurance Check-up
Broadcast Guests
•   Janet Bamford, Senior editor for Bloomberg Personal Finance magazine, and author.
•   Richard Black, Vice Chancellor and Director of Financial Aid - University of California, Berkeley
•   Heather McElhatton, artist and writer

Books
•   Smarter Insurance Solutions by Janet Bamford (Bloomberg Press 1996)
•   Street Wise: A Guide for Teen Investors by Janet Bamford (Bloomberg Press 2000)
•   The Complete Family Guide to College Financial Aid by Richard Black (Perigee 1995)

Web Sites
Sites for checking insurance quotes and coverage:
•   www.insweb.com
•   www.insure.com
•   www.quicken.com/insurance/

Consumer issues relating to insurance:
•   www.consumerfed.org - The booklet, A Buyer's Guide to Insurance is available through the Consumer Federation of America. The resource covers auto, homeowners, renters, life, disability, health, and long-term care plans, and includes a section on policies to avoid! To order, see their Web site, or call, 202-387-6121.

Other Sites Mentioned:
•   www.fafsa.ed.gov - U.S. Department of Education site with information on the FAFSA (Free Application for Federal Student Aid) and how to apply online. •   www.naea.org - The National Association of Enrolled Agents represents clients with tax problems to the Internal Revenue Services.
•   www.sharebuilder.com - A site for purchasing stocks online.
•   www.gomez.com - A site that researches and analyzes information on the banking and financial industries.


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