American Depository Receipts
http://www.adr.com/
Summary: This Web site provides information about how to buy stock in foreign companies.

American Stock Exchange
http://amex.com
Summary: This is the official site of the American Stock Exchange.

Asset Allocation
http://www.eval-assoc.com
Summary:

Asset Allocation: Management Style and Performance Measurement
http://www.stanford.edu/~wfsharpe/art/sa/sa.htm
Summary: An excellent treatise by Dr. Sharpe, Nobel Prize winner in Economics, Stanford University

Association of Individual Investors
http://www.aaii.com/
Summary: This site provides information for the individual investor.

CFA Institute
http://www.cfainstitute.org/
Summary: This is the official Web site of the CFA Institute and the CFA program.

Barron’s
http://www.barrons.com/
Summary: Free access to Barron's stock and mutual fund tables

Bloomberg
http://www.bloomberg.com/
Summary: This is a financial news Web site.

Bond Market Association
http://www.bondmarkets.com/research/newsart.shtml
Summary: This is a reference Web site with several listings by category.

Brady Bonds
http://www.bradynet.com/
Summary: This Web site provides information on sovereign bonds backed by U.S. Treasury securities.

Calculate the Correlation Coefficient
http://www.barra.com/research/searchdb.asp
Summary: The Web site provides historical index data for correlation analysis.

Chicago Board of Trade
http://www.cbot.com/
Summary: This is the official Web site of the CBOT.

Chicago Board Options Exchange
http://www.cboe.com/
Summary: This is the official Web site of the CBOE.

Chicago Mercantile Exchange
http://www.cme.com/
Summary: This is the official Web site of the CME.

Commodity Futures Trading Commission
http://www.cftc.gov/
Summary: This is the official Web site of the CFTC.

Dogs of the Dow
http://www.dogsofthedow.com/
Summary: This Web site provides current information on the Dogs of the Dow, a value stock investment strategy.

Drip Plans-Drip Central
http://www.dripcentral.com/
Summary: A comprehensive collection of links, articles, tutorials, and other resources, from all across the World Wide Web.

Electronic Communications Networks
http://www.archipelago.com/default.asp
Summary: Real time data on bid and ask prices of stocks.

Fannie Mae
http://www.fanniemae.com/
Summary: This is the official Web site of Fannie Mae, providing information on mortgage-backed securities.

Hedge Fund Information
http://www.hedgeworld.com/
Summary: This is the official Web site of HedgeWorld.

Hoover's IPO Central
http://ipocentral.com/
Summary: Latest pricings and filings for initial public offerings

Ibbotson Associates
http://www.ibbotson.com/
Summary: This is a good site for charts and graphs on investing.

International Finance Corporation
http://www.ifc.org/
Summary: This is the official Web site of the IFC and a source of information for international financing in undeveloped countries.

International Monetary Fund
http://www.imf.org/
Summary: This is the official Web site of the IMF.

Investor Benchmarkets
http://www.investorhome.com/bench.htm
Summary: This Web site is an excellent resource for index data.

Market Technicians Association Journal
http://www.mta-usa.org/
Summary: This is the official Web site of the Market Technicians Association (technical analysis practitioners).

Moody’s Stock Information
http://www.moodys.com/
Summary: This Web site provides market research and credit ratings.

Morningstar Mutual Fund Information
http://www.morningstar.com/
Summary: The leading source for information about mutual funds.

Multex Investor
http://www.multexinvestor.com/login.asp
Summary: Resource for finding fundamental information and data about publicly held companies.

Mutual Fund Investor's Center
http://www.mfea.com/
Summary: A good site for individual mutual funds.

Mutual Fund Performance Measurements
http://www.stanford.edu/~wfsharpe/art/mfpm/mfpm.htm
Summary:

NASDAQ
http://nasdaq.com/
Summary: This is the official Web site of the NASDAQ.

New York Stock Exchange
http://www.nyse.com
Summary: The official Web site for the NYSE.

Real Estate Investment Trusts
http://www.nareit.com/
Summary: This Web site provides information about REIT investments.

Risk Management and Derivatives
http://www.strategies-tactics.com/derivatives.htm
Summary: This Web site provides an overview of derivative securities and hedging strategies.

Securities and Exchange Commission
http://www.sec.gov/
Summary: The SEC is the government agency responsible for oversight of the securities industry.

Securities Investor Protection Corporation
http://www.sipc.org/
Summary: This site provides information about the insurance for your stock account.

Social Investment Forum
http://www.socialinvest.org/
Summary: This site provides information about socially responsible companies.

Standard & Poor’s Stock Information
http://www.stockinfo.standardpoor.com/
Summary: This Web site provides personal investment information, market research, and index information.

Stock Charting Big Charts
http://www.bigcharts.com/
Summary: This is a useful interactive Web site for technical analysis and charting.

Technical Analysis from A to Z
http://www.equis.com/Education/TAAZ/
Summary: The Web site provides a comprehensive introduction to technical analysis. Be prepared for long download time.

Treasury's Public Debt Web Site
http://www.publicdebt.treas.gov/
Summary: This site provides information about the U.S. government’s outstanding bond indebtedness.

U.S. Federal Reserve Bank
http://www.federalreserve.gov/
Summary: This site provides information about the Federal Reserve.

U.S. Treasury Department
http://www.ustreas.gov/
Summary: This is the official Web site for the U.S. Department of Treasury.

Value at Risk
http://www.riskgrades.com/retail/what_is/what_is.cgi
Summary: Provides information and resources to compute value at risk for investments.

Value Line
http://www.valueline.com/
Summary: This Web site provides market research information, economic and stock market commentary, and index information.

Wall Street Journal
http://interactive.wsj.com/home.html
Summary: Subscription to WSJ online is required for access to this site.

Yahoo! Finance
http://quote.yahoo.com/
Summary: This is an excellent Web site for historical data on stocks and indexes.

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Weekend of June 21^st Customers will be unable to purchase from the website. However testing will still be available.

FirstGov for Seniors
http://www.seniors.gov/
Summary: This very comprehensive and easy-to-understand site provides links to information about financial planning, medical coverage, housing, and life insurance.

IRS Publication 571, Tax-Sheltered Annuity Programs for Employees of Public Schools and Certain Tax-Exempt Organizations
http://www.irs.gov/pub/irs-pdf/p571.pdf
Summary: IRS Publication 571 contains helpful information about the tax rules governing tax-sheltered annuity plans (IRC 403(b) plans). Among other things, the publication contains helpful information about determining the maximum contribution that may be made to a 403(b) plan and the rules governing distributions and rollovers from 403(b) plans.

IRS Publication 939, General Rule for Pensions and Annuities
http://www.irs.gov/pub/irs-pdf/p939.pdf
Summary: IRS Publication 939 provides the reader with information needed to determine the tax treatment of pension and annuity income under the general rule. The general rule is a method for determining the tax-free portion of annuity payments based on the ratio of an individual’s investment in the contract to the total expected return.

Life Expectancy Calculator
http://moneycentral.msn.com/investor/calcs/n_expect/main.asp
Summary: This calculator predicts your life expectancy after you enter the following information about yourself: family history, health, lifestyle, diet, exercise, and driving habits.

Mpowercafe
http://www.mpowercafe.com/
Summary: Mpowercafe provides the following practical information about retirement planning and investing: information about 401(k), 403(b), 457 retirement plans, and IRAs; a 401(k) calculator that lets you estimate the value of your retirement account in the future; monthly articles that analyze trends in financial markets; courses dealing with the basics of investing and sophisticated investment concepts; and the Bear's Cave, a hands-on demonstration of the effects of a bear market on different combinations of investments.

Pension Benefit Guaranty Corporation Home Page
http://www.pbgc.gov
Summary: This is the official Web site of the Pension Benefit Guaranty Corporation (PBGC). In addition to information about PBGC’s responsibilities as a government corporation, it contains helpful information about PBGC news, forms, publications, and links to retirement planning sites.

Plan Sponsor.com
http://www.plansponsor.com/
Summary: Plansponsor.com is the Web site for the articles published in a magazine entitled “PLANSPONSOR.” This publication provides insight on plan design and investments—free subscription to the site is required.

President’s Commission to Strengthen Social Security
http://www.csss.gov/reports/
Summary: Reports from the President’s Commission on Social Security and what steps should be taken to strengthen it.

Quicken Retirement Planner
http://www.quicken.com/retirement/planner/
Summary: The Quicken Retirement Planner can be used to predict an individual’s retirement income from pension plans and Social Security, and to determine how much an individual will need to save to make up the balance to meet his or her retirement goals. It contains helpful information pertaining to retirement planning, including, but not limited to, 401(k) plans, IRAs, wills and trusts, finances, banking, investing, home loans, and taxes.

Retirement Expense Calculator
http://moneycentral.msn.com/investor/calcs/n_retireq/main.asp
Summary: The retirement expense calculator will help you determine how your annual living expenses are likely to change after retirement. While it is difficult to estimate exactly how much retirement life will cost, the calculator helps you to identify certain important expenses that you may not have considered when thinking about retirement.

Retirement Income Calculator
http://moneycentral.msn.com/investor/calcs/n_retire/main.asp
Summary: This calculator helps you predict how much you will need to save for retirement based on a comprehensive series of questions about your savings and retirement plans.

Risk Tolerance Quiz
http://moneycentral.msn.com/investor/calcs/n_riskq/main.asp
Summary: How much investment risk can you handle? The Risk Tolerance Quiz is designed to get you thinking about your attitude toward—and capacity for—risk. The quiz asks you 20 questions designed to gauge your ability to tolerate investment risks and your financial capability to take such risks. Then it gives you your score and tells you how much risk you can afford, and how much you can tolerate. Finally, this site suggests typical investment portfolios based on your answers.

Social Security Administration
http://www.ssa.gov/
Summary: This is the official Web site of the Social Security Administration. Among other things, it contains practical information about benefits, benefit payments, special gateway pages, helpful information about the agency, online direct services, services for businesses, research and data, and program information and rules.

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Brian E. Barreira, Esq.
http://www.estateplan.tv/
Summary: This Web site of a Massachusetts elder law and estate planning law firm has a number of relevant articles, a glossary of terms, an estate tax calculator, and links to other Internet resources.

Cannon Financial Institute
http://www.cannonfinancial.com/index.cfm
Summary: The Web site of the self-proclaimed "country's leading trainer and advisor to the Trust, Private Banking, and Investment Management industry." The "News" link provides twice-monthly updates on matters of interest to estate planners. The "Resource Library" contains links to many other sources of information of interest to estate planners on the Internet.

Courttv.com
http://www.courttv.com/legaldocs/newsmakers/wills/
Summary: Among other things this site has the wills of famous people, such as Elvis Presley, Joe DiMaggio, Walt Disney, Jerry Garcia, Linda McCartney, and John F. Kennedy Jr., to name a few.

Crash Course In Wills and Trusts
http://www.mtpalermo.com/
Summary: Estate planning information provided by Michael T. Palermo, attorney at law. The Wall Street Journal says "The presentation may be unspectacular, but the information is thorough and well-written."

Estate and Tax Planning Foresight
http://www.demaio.com/
Summary: The Web site of the New Jersey law firm of De Maio & De Maio provides access to the current and past issues of "Foresight," the electronic newsletter devoted to estate planning and tax planning, with particular emphasis on New Jersey law, and "The Reading Room," with more than 100 online articles on estate and tax planning topics from newspapers and magazines.

EstatePlanning.com
http://www.estateplanning.com
Summary: Information provided by Schumacher Publishing for the general public and for estate planning attorneys, trust officers, CPAs, CFPs, and CLUs.

Estate Planning Information Center
http://www.estateplanforyou.com
Summary: This is the Web site of the American Academy of Estate Planning Attorneys—a membership organization of estate planning attorneys from across the nation. Aimed primarily at consumers, it provides introductory information to basic techniques and access to some of the most recent articles of the AAEPA.

Estate Planning Learning Center
http://www.trust-specialist.com/
Summary: The Web site of the North Carolina law firm of Gregory Herman-Giddens provides access to (1) the answers to frequently asked questions about estate planning, (2) recent articles on important estate planning topics, (3) an estate tax calculator, (4) online presentations, and (5) links for additional information about estate and financial planning.

Financial & Estate Planning Center
http://www.worldwidetraffic.com/
Summary: The Web site provides some articles on estate planning.

Giftlaw
http://www.giftlaw.com/
Summary: A Web site with a gifting calculator, links to charitable organizations, and a periodic e-mail publication on charitable gifting and charitable gifting techniques.

IRS (United States Internal Revenue Service)
http://www.irs.ustreas.gov/
Summary: The official Web site of the IRS provides access to IRS forms, instructions for filing out forms, and informational pamphlets on federal income tax, gift tax, generation-skipping transfer tax, and estate tax.

Journal of Financial Planning
http://www.journalfp.net/
Summary: This official publication of the Financial Planning Association often has information and articles of interest to estate planners.

Legal Information Institute
http://www.law.cornell.edu/
Summary: A Web site at the Cornell Law School that provides access to laws of interest to estate planners, such as uniform laws like the Uniform Probate Code and the laws of specific states like those relating to intestate succession.

Megalaw
http://www.megalaw.com/
Summary: The self-proclaimed "lawyers' window to the Web," this site provides access to state, federal, and international cases; codes and resources; and law topics.

Millennium Tax Links
http://www.taxlinks.com/
Summary: A Web site that provides access to free tax forms, databases, federal materials, state materials, and tax organizations.

National Conference of Commissioners on Uniform State Laws
http://www.nccusl.org/nccusl/uniformacts-subjectmatter.asp#trust
http://www.law.upenn.edu/bll/ulc/ulc_frame.htm
Summary: These Web sites provide access to the materials of the National Conference of Commissioners on Uniform State Laws, which develops and proposes uniform state laws on a number of topics, including estate planning matters.

NOLO Law for All
http://www.nolo.com/index.cfm
Summary: This Web site for legal "consumers" has an online dictionary, an online encyclopedia, and other estate planning materials for use and purchase.

Save Wealth.com
http://savewealth.com/planning/estate/
Summary: This comprehensive, beyond-the-basics estate planning Web site provides tax-saving secrets and tips on how to distribute your assets. Topics include taxes, wills, living trusts, probate, and legal help. There is also information on dynasty trusts and the legacy trust.

Schumacher Publishing
http://www.estateplanning.com/
Summary: This Web site has two general areas. The "Consumers" area provides a comprehensive list of estate planning professionals that offer estate planning articles and newsletters on their Web sites. The "Professional" area allows you to download and view samples of the company's brochures and slide shows in a PDF format—many of the products provide succinct, well-written information.

Senior Law
http://www.seniorlaw.com/
Summary: A Web site provided by the New York firm of Goldfarb & Abrandt, "where senior citizens, their families, attorneys, social workers, and financial planners can access information about elder law, Medicare, Medicaid, estate planning, trusts, and the rights of the elderly and disabled."

State Courts (Colorado as an example)
http://www.courts.state.co.us/
Summary: You can access information about state courts and state court cases for many (but not all) states by substituting the abbreviation of the state desired for "co" in the address above and entering the address in the browser address line.

State-Specific Laws (Colorado as an example)
http://www.state.co.us/
Summary: You can access the laws for many (but not all) states by substituting the abbreviation of the state desired for "co" in the address above and entering the address in the browser address line.

Stephan Leimberg Information Services
http://www.leimbergservices.com
Summary: The Web site of Leimberg Information Services provides a one-time trial access and subscription access to (1) four newsletters: “News of the Week” (estate planning newsletter), “Employee Beneftis and Retirement Planning” newsletter, “Business Entities” newsletter, and “Finanicial Planning” newsletter; (2) a database of cases, rulings and legislation; and (3) retirement and Roth IRA calculators.

Trusts and Estates
http://trustsandestates.com/
Summary: This Web site for Trusts and Estates magazine, one of the major estate planning magazines, provides access to a few recent articles and the tables of contents and a way to order reprints of articles from past issues.

Trusts and Trustees
http://www.trusts-and-trustees.com/main.htm
Summary: The Web site of Gostick Hall Publications, the publishers of “Trusts & Trustees,” provides access to articles and news about international trusts.

Wealth Matters
http://www.ustrust.com/ustrust/html/knowledge/WealthManagementInsights/WealthMatters/
Summary: Articles by the U.S. Trust's experts regarding a variety of important wealth management issues and strategies, including charitable contributions, foundations, trusts, and family limited partnerships.

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Alternative Minimum Tax
http://www.fairmark.com/
Summary: This site provides a good overview and easy-to-understand explanation of the alternative minimum tax.

Compensation in Property and Stock Options
http://www.fairmark.com/
Summary: Like the AMT site above, this Fairmark site provides an understandable summary of the issues related to compensation in property and options.

U.S. Master Tax Guide
http://www.tax.cch.com/
Summary: This site contains a comprehensive resource of tax law, rulings, and interpretations as written by the authors at CCH.

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About Disability Insurance
http://www.about-disability-insurance.com/
Summary: Provides general information about disability income contracts, and links to several highly rated carriers.

Health Insurance Info
http://www.healthinsuranceinfo.net/
Summary: Consumer guide for getting and keeping health insurance. Includes information on how each state provides guaranteed issue products for individuals who have completed COBRA and do not have other coverage available.

Medicare: The Official U.S. Government Site for People with Medicare
http://www.medicare.gov/default.asp
Summary: Provides explanation of Medicare—eligibility, enrollment, benefits, and premiums. Site also provides a comparison based upon county or ZIP code of Medicare and Medicare supplement options, along with other publications pertaining to Medicare.

National Association of Insurance Commissioners
http://www.naic.org/
Summary: Official Web site of the NAIC providing information for producers and consumers on insurance products such as the how to select a Medicare spplement plan; shoppers guides for long-term care insurance, auto or home insurance, or cancer insurance; or how to file a complaint.

Using the Web for Employee Benefits Research: Recommended Links
http://www.benefitslink.com/articles/usingweb.shtml
Summary: List of links for research of employee benefits including government and private sites.

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Bureau of Labor Statistics Home Page
http://www.bls.gov/home.htm
Summary: Official U.S. Department of Labor, Bureau of Labor Statistics Web site. It includes information on inflation and consumer spending, wages, earnings and benefits, productivity, health and safety, employment, occupations, and demographics.

CNN Business News
http://www.cnnfn.com/
Summary: This Web site provides general business and economic news and information.

Disclosure
http://www.disclosure.com/
Summary:

The Financial Center Online
http://www.tfc.com/
Summary:

Financial Engineering
http://www.iafe.org/
Summary: This is the official Web site of the International Association of Financial Engineers (IAFE), a professional society dedicated to defining and fostering the profession of quantitative finance. Its primary mission is to help establish and promote industry standards and practices relating to quantitative finance and financial engineering.

Financial Web
http://www.financialweb.com/
Summary:

Forbes
http://www.forbes.com/
Summary: This Web site provides general business, finance, and economic news and information.

Fortune Business News
http://www.fortune.com/fortune/
Summary: This Web site provides general business and economic news and information.

Kiplinger Business News Online
http://www.kiplinger.com/
Summary: This Web site provides general business, finance, and economic news and information.

Money Magazine
http://www.money.com/money/
Summary: This Web site provides general business, finance, and economic news and information.

New York Times
http://www.nytimes.com/
Summary: Online version of the New York Times daily newspaper—requires free subscription.

Quicken Small Business
http://www.quicken.com/small_business/
Summary:

Skilled Nursing Facility Selection
http://www.aarc.org/patient_education/choosing_snfs/
Summary: Consumer information on selecting the right type of long-term care facility, and suggestions on how to compare different facilities. The site includes links to numerous other sites pertaining to long-term care facilities.

Statistical Library
http://lib.stat.cmu.edu/
Summary:

Thomas Information on the Internet
http://thomas.loc.gov/
Summary: This Web site provides information and the status of current legislation.

Women's Business Center
http://www.onlinewbc.gov/
Summary: The Small Business Administration’s Women’s Business Center promotes the growth of women-owned businesses through programs that address business training and technical assistance, and provide access to credit and capital, federal contracts, and international trade opportunities.

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Bare Bones Guide to HTML
http://www.werbach.com/barebones/download.html
Summary: Information and links for using HTML

Encyclopaedia Britannica
http://www.britannica.com
Summary: Online encyclopedia

A Guide to Writing Research Papers—Based Upon APA Style
http://webster.commnet.edu/apa/apa_index.htm
Summary: Excellent reference guide to writing research papers, including detailed instructions and examples of citation styles using APA

A Guide to Writing Research Papers—Based Upon MLA Style
http://www.ccc.commnet.edu/mla/index.shtml
Summary: Excellent reference guide to writing research papers, including detailed instructions and examples of citation styles using MLA

Guidelines for MLA Parenthetic Citations
http://iws.ohiolink.edu/~sg-ysu/mlaguide.html
Summary: Summary of what parenthetic citations are, and how they should be used within research papers. Includes samples with different types of sources.

Library of Congress
http://www.loc.gov
Summary: The official Library of Congress Web site; the Library's mission is to make its resources available to the American people and to continually sustain and preserve a universal collection of knowledge and creativity for future generations.

Online! A Reference Guide to Using Internet Sources
http://www.bedfordstmartins.com/online/index.html
Summary: Excellent reference guide to using Internet sources, including detailed instructions and examples of citation styles using MLA, APA, Chicago, and CBE

Plagiarism.org
http://plagiarism.org/
Summary: Online resource for educators concerned with plagiarism

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