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| Favorites BOOKS The Seven Stages of Money Maturity: Understanding the Spirit and Value of Money in Your Life by George Kinder Making the Most of Your Money by Jane Bryant Quinn. Make sure you get the latest (2000-2001) edition The Intelligent Asset Allocator by William Bernstein. The basics of diversifying investments. The Road to Wealth and 9 Steps to Financial Freedom by Suze Ormond. Easy reading Get a Financial Life by Beth Kobliner. Basics of money management for the 20 somethings. Or even the 30 somethings. Getting Rich in America: 8 Simple Rules for Building a Fortune and a Satisfying Life by Dwight Lee and Richard McKenzie. The Protestant Ethic Prince Charming Isn't Coming by Barbara Stanny. Emotional and practical advice re. women and money. The New Retirementality by Mitch Anthony WEBSITES www.cambridgeadvisors.com www.savingsbonds.gov www.morningstar.com (information on investing in mutual funds, stocks, etc.) www.irs.gov (self-explanatory) www.tax.state.ri.us (self-explanatory) www.bankrate.coms (to get rates on credit cards, money market funds, CDs, mortgages, etc.) www.xe.com/ucc (for currency exchange rates ) www.quotesmith.com (To get an idea of term insurance costs. Problems do arise however so I still advise using a local broker who is price-competitive.) www.insweb.com (To get an idea of term insurance costs. Problems do arise however so I still advise using a local broker who is price-competitive.) www.half.com (for used books) www.amazon.com (for used books) www.ssa.gov (Social Security. Clunky website but loaded with information) www.medicare.gov (good info for those using medicare insurance) |