Womoney - Sharon Rich


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Sharon Rich

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Financial Resources and Links

red dot Finding a financial planner Cash Flow, Credit & Debt Management
red dot Investments Home Ownership
College Planning/Financial Aid Insurance & Risk Management
Taxes Retirement Planning
Philanthropy and Non-Profits Estate Planning & Legal Documents
Eldercare Financial Calculators

Other area of interest

red dot Women & Money red dot Young People & Money red dot Money Psychology
red dot Computers red dot Car Buying red dot Gay & Lesbian Issues
red dot Identity Theft red dot General Financial Sites red dot Resources for Planners
red dot Books red dot Money Makeovers red dot Other Financial Links
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red dot Blogs, Social Networks and Radio Shows red dot


This site is always being updated.  Please e-mail me with your favorite links or if you find a link not working

Finding a financial planner

Fee-Only Financial Planners
Divorce specialists: Find a Certified Divorce Financial Analyst

Gay & Lesbian specialists: PridePlanners: Find An Advisor  

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Cash Flow, Credit and Debt Management


red dot Financial Spreadsheets
red dot General Information and Managing Money
red dot Banks Rates and On-Line Savings
red dot Loan Rates
red dot Credit Cards
red dot Debt Management
red dot Credit Reports
red dot Saving and Spending
red dot Job Tools

Download Financial Spreadsheets for 
General Information and Managing Money
Bank Rates and High Interest-bearing online accounts
Comparison of loan rates
Credit Cards
Debt ManagementDebt Sucks Goodies

Credit Reports

Residents of Massachusetts are entitled to one free credit report a year from each of the three primary credit bureaus.
Saving and Spending
Job Tools

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Investments

red dot Investments: General
red dot Investments: Asset Allocation
red dot Investments: Mutual Funds
red dot Investments: Annuities
red dot Investments: Bonds & Fixed Income Instruments
red dot Investments: Socially Responsible Investing
red dot Investments:Trivia

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Investments: General

red dot Comprenhensive Sites
red dot Investing Support
red dot Market Index Statistics
red dot Financial commentaries & economic views
red dot Low Cost Investment Management Firm
he longer you have to invest, the more risk you can afford to take.  
Comprenhensive Sites

Investing Support
Market Index Statistics

Financial commentaries & economic views

Low Cost Investment Management Firms

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Investments:Asset Allocation

red dot Asset allocation:General
red dot Large Cap versus Small Cap
red dot Asset class diversification: Foreign Real Estate
red dot Asset class diversification: EUROs
red dot Asset class diversification: Water
red dot Asset class diversification: Gold

It is important to plan your asset allocation and rebalance portfolios annually
Asset allocation:General  

Asset allocation: large cap versus small cap
Asset class diversification: Foreign Real Estate
Asset class diversification: EUROs

Asset class diversification: Water

Asset class diversification: GOLD

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Investing: Mutual Fund

A diversified portfolio of mutual funds can be the core of most individual investor's portfolios
Index funds
Exchange Traded Funds
Mutual Funds & Taxes

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Investments: Annuities

Annuitiy Basics

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Investments: Bonds and Fixed Income Instruments
Bonds: General
Bonds vs. Bond Funds

Comparison of CD & money market & other key rates

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Investments: Socially Responsible Investing
SRI: General
Specific Investments that make a difference

Investing: Green

Shareholder Activism
Sudan/Dafur Activism and similar actions
Fidelity specifically
A principled portfolio  by Linda Tucci. Sharon Rich helps a young woman invest in Socially Responsible Funds in a Boston Globe Money Makeover, Dec. 17, 2006

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Investments:Trivia
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Home Ownership

red dot General information
red dot Mortgages
red dot Reverse Mortgages
red dot Homestead exemption
red dot Determining your home's basis
red dot Home Insurance

General information
Mortgages

Reverse Mortgages

Homestead exemption

Determining your home's basis

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It's important to look at a variety of strategies for covering the cost of college
College Planning

red dot College Planning: General
red dot Scholarship information
red dot Financial aid calculators
red dot Loans information
red dot Saving for college options including 529s

General information
Scholarship information

Financial aid calculators

Loans information

Saving for college options: 529 Plans, UTMA custodial accounts, Coverdell Ed. Savings, Taxable accounts

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Insurance is not a glamour topic but is a necessary part of financial planning.  You need to protect your investments

Insurance

red dot Insurance Company Ratings
red dot Life Insurance
red dot Disability Insurance
red dot Health Insurance
& Health Savings Accounts
red dot Long term Care Insurance
red dot Auto Insurance
red dot Home Insurance