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Personal Investing: The Missing Manual

Personal Investing: The Missing Manual

By Bonnie Biafore, Amy E. Buttell, Carol Fabbri

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:

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: