JONATHAN POND'S INDEX
for
YOUR MONEY MATTERS


 
 
 
 

BORROWING

 Credit Cards

 Problems
 
 
 

CHARITABLE GIVING

 Strategies
 
 
 

CHILDREN

 Money Ploys
 
 
 

ECONOMY

 Outlook
 
 
 

ESTATE PLANNING

 Distributions

 Estate Inventory

 Executor

 Incapacity

 Letter of Instructions

 Ownership Designations

 Techniques

 Wills
 
 
 
 

FAMILY

 Divorce

 Inheriting Wealth

 Kids Money Ploys
 
 
 
 

GENERAL

 Aging Parents

 Cars

 Costcutting

 Financial Advisers

 Financial Goals

 Personal Finance Resources

 Recordkeeping

 Starting a Business

 Starting Out
 
 
 
 
 

HOMES

 Buying

 Financing

 Home Equity Loans

 Improvements

 Mortgage Prepayment

 Property Taxes

 Renting
 
 
 

INSURANCE

 Auto

 Direct Sellers

 Disability

 Health

 Homeowners and Renters

 Household Inventory

 Life

 Long -Term Care

 Personal Liability

 Professional Liability
 
 
 
 

INVESTMENTS

 Allocation

 Annuities

 Automatic Investing

 Categories

 College

 Fund Expenses

 Index Funds

 International

 Mutual Fund Categories

 Mutual Fund Evaluation

 Rebalancing

 Risk

 Sector Funds

 Seniors

 Short-term

 Tax Efficient

 Timetables
 
 
 
 

LINKS TO OTHER WEBSITES:
 
 

Car Buying:

http://www.carsdirect.com  (Allows car buyers to purchase cars on the Internet without having to hassle with dealers)

http://www.kbb.com  (Price information on both new and used cars provided by Kelley Blue Book)

http://www.autotrader.com  (The place to buy a used car)
 
 
 

Choices in Dying

http://www.choices.org
 
 
 

College Planning:

http://www.collegeboard.com  (Information on scholarships)

http://www.finaid.org  (Information on college financial aid and financial calculators)

http://www.savingforcollege.com  (Information on state tuition savings plans)

http://www.collegesavings.org  (Information on state tuition savings plans)

http://www.wiredscholar.com
 
 
 

Estate Planning:

http://www.nolo.com  (Information on estate planning from Nolo Press, publisher of tax books for lay people)
 
 
 

Financial Calculators:

EACH OF THE FOLLOWING SITES CONTAIN A VARIETY OF USEFUL FINANCIAL CALCULATORS TO HELP YOU IN SUCH AREAS AS COLLEGE PLANNING, SAVING, BORROWING, HOME BUYING, AND RETIREMENT PLANNING.

http://www.financenter.com

http://www.fool.com/calcs/calculators.htm

http://www.money.com

http://www.quicken.com

http://www.smartmoney.com
 
 
 

General Financial Planning Information:

http://www.moneycentral.msn.com  (Practical information on a variety of financial topics)
 
 

Internal Revenue Service

http://www.irs.ustreas.gov
 
 

Investing:

http://www.adr.com  (Information on American Depository Receipts (ADRs) -- Foreign companies
whose shares trade on U. S. stock exchanges)

http://www.hoovers.com  (Basic Information on companies; stock quotes and stock screening)

http://www.investinginbonds.com  (Information for bond investors with links to other bond sites)

http://www.netstock.com  (Information on dividend reinvestment plans (DRIPs) and direct investment plans (DIPs)

http://www.quicken.com  (Stock and Mutual Fund research)

http://www.worldlyinvestor.com  (Information on international investing)
 
 

THE FOLLOWING SITES CONTAIN USEFUL EDUCATIONAL INFORMATION AND LINKS FOR INVESTORS.  SEE ALSO THE MUTUAL FUND COMPANY WEB SITES FOR ADDITIONAL INVESTOR GUIDANCE.

http://www.aaii.com  (Sponsored by the American Association of Individual investors)

http://www.investoreducation.org  (Sponsored by the Alliance for Investor Education)

http://www.moneycentral.com

http://www.personalwealth.com  (Sponsored by Standard & Poor's)
 
 
 

Life Insurance Quotation Services:

THE FOLLOWING SITES OFFER LIFE INSURANCE QUOTATIONS
 

http://insuremarket.com

http://www.intelliquote.com

http://www.quotesmith.com

http://www.reliaquote.com
 
 
 
 

Mutual Funds:

THE FOLLOWING WEBSITES, WHICH ARE SPONSORED BY MUTUAL COMPANIES, CONTAIN A LOT OF HELPFUL INFORMATION FOR INVESTORS AND MANY ALSO OFFER USEFUL FINANCIAL CALCULATORS.
 

http://www.dreyfus.com

http://www.fidelity.com

http://www.schwab.com

http://www.troweprice.com

http://www.vanguard.com
 
 
 

http://www.fundsinteractive.com  (Articles and commentary about Mutual Funds)

http://www.mfea.com  (Information on Mutual funds and financial calculators sponsored by The Mutual Fund Education Alliance)

http://www.morningstar.net  (Brief profiles of Mutual Funds)
 
 
 
 
 

Roth IRA:

http://rothira.com  (Information and guidance on Roth IRAs)
 
 
 

Social Security Administration

INFORMATION AND CALCULATIONS PERTAINING TO SOCIAL SECURITY BENEFITS

http://www.ssa.gov
 
 
 

Tax Planning:

http://www.irs.ustreas.gov  (The IRS web site has a number of useful features, including the ability to download IRS forms and publications and links to State Tax department sites)

http://pages.prodigy.net/agkalman  (Comprehensive directory of tax links)
 
 
 
 

RECORDKEEPING
 
 
 
 

RETIREMENT

 Early Retirement

 Glossary

 Latestarters

 Payouts

 Plan Rules

 Projections

 Retiree Investing

 Retiree Planning

 Roth IRA Contributions

 Roth IRA Conversion
 
 
 
 

TAXES

 Home Sales

 Preparation
 
 






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