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Personal Investing: The Missing Manual | ||
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By Bonnie Biafore, Amy E. Buttell, Carol Fabbri |
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Missing CD-ROM
The Missing Credits
Sites that help you find online savings options:
Part 1. Prepare to Invest
Chapter 1. Why You Should Invest
See historical inflation rates:
Data on the wage index:
Chapter 2. Set Your Investment Goals
See what your tax bracket is based on annual retirement income:
Estimate what you'll spend in retirement based on your current spending:
Figure out how much you need to save for long-terms goals:
Calculate your Social Security benefits:
Chapter 3. Invest with Open Eyes
Calculate how much you pay on your credit cards:
Learn how to create a budget:
Use an online worksheet to create a budget:
See the impact of changing your spending habits:
Part 2. Choose and Buy Your Investments
Chapter 4. How Investments Work
No links available
Chapter 5. Funds
Search for funds by size or style:
Compare your fund's performance to other funds with similar objectives:
Evaluate your fund's long-term performance:
To see what your mutual funds cost, use the SEC Cost Calculator:
Find the right mutual funds and ETFs through screening:
Chapter 6. Stocks
Info on investing through Dividend Reinvestment Programs and direct stock purchase programs:
Download free Excel spreadsheet for analyzing stocks:
Get financial data about stocks:
Chapter 7. Bonds
Obtain bond quotes:
Buy Treasury bonds directly from the government:
Chapter 8. REITs
To see REIT income and expenses:
To screen for individual REITS:
To screen for individual REIT mutual funds:
Chapter 9. Manage Your Portfolio
Jeremy Seigel's book:
- Stocks for the Long Run (McGraw-Hill, 2007)
Figure out your true risk tolerance:
Learn about asset allocation:
Use a free online tool to choose your asset allocation:
Invest in low-cost index funds:
Read about the benefits of index funds:
Learn about lazy portfolios:
- Scott Burns' two-fund lazy portfolio
- Scott Burns' three-fund alternative lazy portfolios
- William Bernstein's No-Brainer Portfolio
William Bernstein's books on investing:
- The Intelligent Asset Allocator (McGraw-Hill, 2000)
- The Four Pillars of Investing (McGraw-Hill, 2002)
David Swensen's book on his five-fund portfolio:
- Unconventional Success (Free Press, 2005)
Bring your portfolio's asset allocation back in line:
Part Three. Manage Your Investments
Chapter 10. Investing for Retirement
Learn about when you must start withdrawing money from IRA accounts:
Use an online tool to determine whether converting from a traditional IRA to a Roth makes sense:
See your Social Security benefits based on your retirement age:/p>
Read about the IRS rules for inherited IRAs:
Chapter 11: Investing for College
Find out if your state offers a tax incentive or deduction for investing in a 529 plan:
Learn more about 529 prepaid plans:
Check out the Independent 529 plan:
Compare 529 plans with one another:
Figure out how much college will cost:
Figure out how much to save for college:
Find out about federal Stafford student loans:
Learn more about Federal Parent PLUS loans:
Chapter 12: Investing for Health Care
Estimate your out of pocket medical costs:
Get health insurance quotes:
Find out if you qualify for a Health Savings Account:
Determine if you can deduct your medical expenses on your taxes:
Compare a high deductible health plan to a traditional health plan:/p>
For help in figuring out what various health care services and procedures cost:
Find out how much long-term care insurance will cost:
