200 – Economics and Finance Documents

Document Storage
Class Docs	Archive	Clubs & Activities	Forms & Other Docs	Enews Archive	OLLI Catalogs

Spring 2018

F202 - The Federal Debt, Taxes, Spending, and the Bankrupting of America: 2018 and Beyond
- Instructor: Jim Cantwell [PPTX] LARGE FILE

F207 - Selling Your Home: A Guide for Mature Sellers and Their Family Members - Instructor: Helen Flynn
       Housing Strategies [PPTX]

Winter 2018

F201/L204 - Tax Preparation Simplified - Instructor: John Higgins
       Federal 2017 Tax Preparation [PPTX]    Form 1040 [PDF]
       Virginia 2017 Tax Preparation [PPTX]    Form 760 [PDF]    Va Schedule ADJ [PDF]

F202 - Retired with Questions - Coordinator: Leo Brennan
       Preparing for retirement without a pension [PPTX]

Fall 2017

F203 - Economics Potpourri - Coordinator: Leo Brennan
The Crazy Airline Industry [PDF]

Winter 2017

F201/L204 - Tax Preparation Simplified - Instructor: John Higgins
       Federal 2015 Tax Preparation [PDF]    Form 1040 [PDF]
       Virginia 2015 Tax Preparation [PDF]    Form 760 [PDF]
       Ordering IRS and Virginia Tax Forms to be Mailed to You [DOC] [PDF]

F203 - Retired with Questions - Coordinator: Leo Brennan
       Cremation Ashes [DOCX] [PDF]
       Medicare Part B-- Medicare at a Glance [PDF]
          Federal Benefits Fast Facts [PDF]
          What To Consider Before Enrolling in Part B [DOCX] [PDF]
          FEHB and Medicare [PDF]
          Lower Coverage FEHB Plan [DOCX] [PDF]
          BCBS 2017 SeniorAdvisor Newsletter (see page 3) [PDF]
       Preparing for retirement without a pension [PPTX] [PDF]
       Contact List [DOCX] [PDF]

Fall 2016

F203 - An Economics Potpourri - Coordinator: Leo Brennan
Dial 911 for Murder: The Impact of Emergency Response Time on Homicides [LINK]

Spring 2016

F201 - Updates on the Fed’s Interest Rate Changes and on Mason’s
           Public/Private Project Funding - Coordinator: Leo Brennan
       Mar. 22: Gerald Hanweck [PPTX] [PDF]
   Mar. 29: Dave Roe [PDF]

Winter 2016

F202/L205 - Tax Preparation Simplified - Coordinator: Leo Brennan
       Federal 2015 Tax Preparation [PPTX] [PDF]
       Virginia 2015 Tax Preparation [PDF]
       A Minefield of Risks for Taxpayers [PDF]
       Tax Return Fraud Article [PDF]

F203 - Retired with Questions - Coordinator: Leo Brennan
       Preparing for retirement without a pension - Lou Coglianese [PPTX] [PDF]

Fall 2015

F202 - Selling Your Home, A Guide for Mature Sellers and Their Family Members - Instructor: Helen Flynn
Helen Flynn's Contact List [PDF]

F203 - Become an Intelligent Investor - Instructor: Fred Rockwell
       Class 1 [PPTX] [PDF]
       Class 2 [PPTX] [PDF]
       Class 3 [PPTX] [PDF]
       Class 4 [PPTX] [PDF]

F205 - An Economics Potpourri - Coordinator: Leo Brennan
       Bitcoins - Dr. Lawrence H. White [PPTX] [PDF]
       Cities - Noel D. Johnson [PDF]
       Rinkonomics - Dan Klein [PDF]
       The Economics and Politics of Traffic Fines - Thomas Stratmann [PDF]
       Dragon Babies in China - John Nye [PPTX] [PDF]

L209 - Understanding Economics - Instructor: Stephen Canner
A Company Copes With Backlash Against the Raise That Roared [NYTimes video]

Winter 2015

F201 - Tax Preparation Simplified - Coordinator: Leo Brennan
       Federal Taxes [PPT] [PDF]
       Affordable Care Act [PPTX] [PDF]
       Virginia Returns [PPTX] [PDF]

F202 - Retired with Questions - Coordinator: Leo Brennan
       Preparing for retirement without a pension [PPTX] [PDF]
       Useful Resources and References [DOCX] [PDF]
       Helpful Websites [DOCX] [PDF]

L207 - Tax Preparation Simplified - Coordinator: Leo Brennan
       A Review of Federal Tax Laws - John Higgins [PPTX] [PDF]
       A Review of Virginia Tax Laws - John Higgins [PPTX] [PDF]

Spring 2014

F200 - Protecting your information - Vee Johnson (Special, March 18)
       Credit Cards and Identity Theft [PDF]

F201 - Exploring the Future - Instructor: Joel Ticknor
       Exploring the Future 2014 [PDF]
       Peter Schwartz The Starships are Coming! [PDF]
       Now for the Long Term [PDF]
       Al Gore. The Future Six Drivers of Global Change [PDF]
       Technology Trends [PDF]
       Robotics & AI [PDF]
       Nanotech & SynBio [PDF]
[PDF]

F204 - The Financial Crisis, its Aftermath and America’s Housing Finance System
       Anthony B. Sanders - Confounded Interest
          ~~Snookered: Mortgage Purchase Applications Rise ...~~ ~~[Link]~~ Broken link
          ~~Waters GSE “Reform” Limits Lender Exposure To 5% Loss ...~~ ~~[Link]~~ Broken link
       A New View of the Financial Crisis and Its Aftermath - Gerald A. Hanweck
          Financial Markets Dislocations ... [PPT] [PDF]

F206 - Understanding Economics - Instructor: Stephen Canner
       The Atlantic - Insourcing Boom

http://www.theatlantic.com/magazine/archive/2012/12/the-insourcing-boom/309166/

       U.S. News - American manufacturing jobs a thing of the past
          http://www.usnews..../american-manufacturing-jobs-are-a-thing-of-the-past
       IB Times - Manufacturing renaissance real, but...
          http://www.ibtimes.com/analysis...maybe-not-what-you-think-1552997
       Pew Research - Economic inequality
          http://www.pewresearch.org/.../the-many-ways-to-measure-economic-inequality/
       Doha Development Round - Wikipedia
          http://en.wikipedia.org/wiki/Doha_Development_Round
       Green Shoots in Springtime - Matthew Slaughter and Matthew Rees
          [Link to article]
       The Arguments Against Free Trade - Jodi Beggs
          http://economics.about.com/od/.../a/The-Arguments-Against-Free-Trade.htm
       Pew Research Center - Measuring economic inequality
          http://www.pewresearch.org/.../the-many-ways-to-measure-economic-inequality
       WaPo Wonkblog - Shocking, true facts about Simpson-Bowles
          http://www.washingtonpost.com/...shocking-true-facts-about-simpson-bowles/
       Lawrence Summers - Agenda for IMF - Apr 6, 2014
          http://www.washingtonpost.com/...lawrence-summers-an-agenda-...
       WSJ - CEOs Expect Slow Economic Growth, Scant Hiring - Mar 18, 2014
          http://blogs.wsj.com/economics/2014/03/18/u-s-ceos-expect...
       Lawrence Summers - How to Curb Inequality - Feb 17, 2014
          http://www.standard.net/.../changing-tax-code-could-help-curb-inequality
       Glenn Hubbard - Tax Reform - Jan 10, 2014
          http://www.washingtonpost.com/...tax-reform-is-the-best-way-to-tackle-income-inequality
       Lawrence Summers - Strategies for sustainable growth - Jan 6, 2014
          http://www.washingtonpost.com/opinions/lawrence-summers...
       Slaughter and Rees Report - March 3, 2014
          http://thecge.net/wp-content/uploads/2014/03/March-3-Slaughter-Reese.pdf
       Competition and Market Power
          http://www.econoclass.com/imperfectcompetition.html
       OECD Secretary-General
          The road to recovery: Under construction – competition policy at work

Winter 2014

F201 - Tax Preparation Simplified - Coordinator: Leo Brennan
       Linda de Marlor [PDF]
       Federal taxes [PPTX] [PDF]     Virginia taxes [PPT] [PDF]
       Tax Update & Planning - Speaker Outline [PDF]   References [PDF]
          Slides [PPTX] [PDF]    Handout [PDF]

F203 - Retired with Questions - Coordinator: Leo Brennan
       Links to articles on “Stay at Home” Senior Villages [WORD]
       How to sell, donate or dump household items (WashPost) [HTML]
       Bucket strategy [PDF]

L204 - Aging on Your Own Terms - Moderator: Megan Descutner
       Resources [PDF]
       Presenters [PDF]
       Feb 4 - Rehabilitation Continuum of Care - Anne Blackstone, MSPT [PDF]

Fall 2013

F202 - Federal Deficits and Debt - Instructor: Jim Cantwell
Health Care & Federal Deficits and Debt - Bill Scanlon [PPTX] [PDF]

Summer 2013

F202 - What Next for Health Reform? - Instructor: Bill Scanlon
Slides [PPTX] [PDF]

Spring 2013

F202 - What You Don’t Know About Current Legislation May Impact Both You and Your Heirs
          Instructors: Peggy O’Reilly, Mike May
       Outline [PDF]
       Presentation notes [PDF]
       Medicaid LTSS Options [PDF]
       Improvement Standard fact sheet [PDF]
       Digital assets language [PDF]
       IRA mistakes [Link]

F206 - Exploring the Future - Instructor: Joel Ticknor
       The Future of Global Drug Safety
R207 - Economics for People Who Never Took Economics
          Instructor: Stephen Canner
       Reading for the Second Class [DOCX] [PDF]
       Readings for April 1 Class [DOCX] [PDF]
       Readings for the Fourth Class [DOCX] [PDF]

Winter 2013

F201 - Navigating Lifestyle Changes Facing Seniors
       Instructors [DOCX]
       Medicare Beneficiary Deductibles and Co-Payments 2013 [DOCX]
       Useful Resources and References [DOCX]
       Helpful Websites [DOCX]
       Understanding Different Dementias [PDF]

F202 - I’m Legally Responsible: Now What? - Instructor: Connie Bourne
       Hearing Problems [DOCX] [PDF]
       Managing other people [PDF]
       Managing other people's money [PDF]
       Virginia Advance Directive for Health Care [PDF]
       Managing Other People's Money - Guardian [PDF]
      Handout - Guardian [PDF]
       Managing Other People's Money - Executor [PDF]
      Handout - Executor [PDF]
    Probate Information Form [PDF]
       Managing Other People's Money - Trustee [PDF]
    Handout - Trustee [PDF]
    Who's Smarter Now? [PDF]

F204 - Tax Preparation Simplified
       Current Federal Tax Laws - Derek Cundill [PPT]
       Current Virginia Tax Laws - Derek Cundill [PPT]
       Tax Update & Planning Handout [PDF] Outline [PDF]
       TV interview [Link] Blackberry interview [Link]

Fall 2012

F201 - Retired with Questions (???) - Coordinator: Leo Brennan
       Oct. 3: Peggy O’Reilly - Medicare/Medicaid [PPTX]

F202 - Deficits and Debt: A Coming Fiscal Train Wreck? - Instructor: Jim Cantwell
       Deficit Slides A [PDF]
       Deficit Slides B [PDF]
       The 2012 Long-Term Budget Outlook [LINK]
       Cliffs, Policy, & Politics - G. William Hoagland [PDF]

F204 - An Economics Potpourri - Coordinator: Leo Brennan
   "I, Pencil" - told by Don Boudreaux [LINK]

Summer 2012

F202 - IRA Distributions, Beneficiary Designations and Roth Conversions
          Instructor: J. Michael May
       Instructions for distributions from combined pre & post-tax IRA contributions
          IRS Form 8606 [PDF]

Spring 2012

F200 - Retirement Planning - Instructor: Joel Ticknor
       Bibliography [Word] [PDF]

L205 - U.S. Health Care: The Future - Instructor: Bill Scanlon
       Week 1 - What’s Happening to Insurance Reform? [PDF]
       Week 2 - Controlling Costs [PDF]
       Week 3 - Promoting Better Value and Quality of Care [PDF]
       Week 4 - Long Term Care [PDF]

Winter 2012

F201 - Navigating and Organizing Lifestyle Changes Facing Seniors
          Coordinator: Leo Brennan
       Digitizing Financial Records [PDF]
       Organize & Simplify Finances [Word] [PDF]
       Organizing Your Life for You and Your Family [PPT] [PDF]
       Housing options worksheet [XLS]
       Net worth worksheet [XLS]
       MetLife Long Term Care costs [Link]
       Fairfax County “Elder Link” [Link]
       Loudoun County Area Agency on Aging [Link]
       US Government Department of Health and Human Services [Link]
       National Capital Area Chapter for Alzheimer’s [Link]
       Home Equity Conversions and Reverse Mortgages [Link]
       Frequently Asked Questions about HUD’s Reverse Mortgages [Link]
       FHA Reverse Mortgages for Seniors [Link]
       Va Insurance Counseling & Assistance Program (VICAP)
          State-wide info and links to Area Agencies on Aging [Link]
          Fairfax County program [Link]
       Medicare information- Official government site [Link]
          Nonprofit center educating and advocating for Medicare beneficiaries [Link]

F202 - I’m Retired, Inadequate or No Pension. What Now?
          Coordinator: Leo Brennan
       Financial formulas [XLS]
       List of interesting websites [Word] [PDF]
       Unpacking the 4% Rule for Retirement - Portfolio Withdrawal [Link] or [Link]

F204 - Tax Preparation Simplified - Coordinator: Leo Brennan
       Week 1 - Derek Cundill - Federal Taxes [PPT] [PDF]
       Week 2 - Derek Cundill - Virginia Taxes; Records [PPT] [PDF]

Fall 2011

F201 - Federal Deficits and Debt: Was Chicken Little Right?
          Instructor: Jim Cantwell
       Sep 26 - The Federal Budget - G. William Hoagland [PDF]
       Reducing the Deficit: Spending and Revenue Options [CBO Website] [PDF]

F204 - An Economics Potpourri - Coordinator: Leo Brennan
       Oct 13 - Economics of Health Care - Jack Hadley [PDF]
       Oct 20 - Witch Trials in France - Noel Johnson & Mark Koyama [PDF]
       Oct 27 - Honest Lies - Li Hao & Daniel Houser [PDF]

Summer 2011

F201 - Navigating the Financial Waters of Retirement and
F204 - Navigating the Lifestyle Changes Facing Seniors - Moderator: J. Michael May
       Contact information for panelists [PDF]
       Housing Options for Seniors [Word] [PDF]
       Guide to Retirement Living Source Book [Link]

F205 - Investment Strategies to Build and Maintain a Lifelong Nest Egg
            Instructor: Stephan Quinn Cassaday
       Jul 14: Five Simple Truths of Investing [PDF]
       Jul 21: Generating Cash Flow During Retirement [PDF]

Spring 2011

F204 - The Investment Forum - Thomas Crooker, moderator
       Taxable Bond Investing: Bond Funds or Individual Bonds? [Text] [PDF]

F205 - A Closer Look at Retirement Living Options - Lee Cutler
       CCRC News Articles/Reports [Word] [PDF]
       Fair Housing Act and Older Adults [PPT] [PDF]
       Tax Consequences of CCRC Fees - [website]

F208 - Employment Statistics and Banking Practices
       Measuring Employment and Unemployment - Steve Hipple [PDF]

Winter 2011

F201 - Tax Preparation Simplified - Leo Brennan, coordinator
       Jan 25 - Federal Tax Laws - Derek Cundill [PPT] [PDF]
       Feb 1 - Virginia Tax Laws - Derek Cundill [PPT] [PDF]
       Feb 15 - Today’s Tax Tips - Linda de Marlor [PPT] [PDF] [Bio]

Fall 2010

F201 - An Economics Potpourri
Oct 5 - Is Africa Turning a Corner? - Karol Boudreaux [PPT] [PDF]
Oct 12 - Retiring Humans - Robin Hanson [WMA] Audio

Spring 2010

F202 - A Closer Look at Continuing Care - Lee Cutler
       A Consumer Guide [PDF]
       CCRC Cost Comparison [Excel] [PDF] Slides [PPT] [PDF]

F205 - Recovering from the Financial Crisis
       Mar 25 - Cindy Fox - An email from Cindy [PDF]

Winter 2010

F202 - Tax Preparation Simplified: An Open Forum
       Federal Taxes - Derek Cundill - Jan 26 [PPT] [PDF]
       Virginia Taxes - Derek Cundill - Feb 2 [PPT] [PDF]
       Tax Tips - Linda de Marlor - Feb 16 [PPT] [PDF]

Fall 2009

F201 - An Economics Potpourri
       Gender Differences in Bargaining - Ragan Petrie - Sep 29, 2009
          [PPT](6.5MB) [PDF](0.5MB) [Web site]
       Negotiations - Alexandra Mislin - Oct 6, 2009
          Trust, Emotions, Implementation [PPT] [PDF] [Web site]
       Trade, Taxes, and Terroir - Noel Johnson - Oct 13, 2009
          [PPT](18.5MB) [PDF](15MB) [Web site]
          CAUTION! - Very large files. Allow several minutes for download.
       Asymmetric Reciprocity - Omar Al-Ubaydli - Oct 20, 2009
          [PDF] [Web site]
       Gender Imbalances in Marriage Markets - Brian Hollar - Oct 27, 2009
          [PPT](6.4MB) [PDF](1.3MB) [Weblog] Blog posts on Marriage and Dating
       The Great Recession - Garett Jones - Nov 3, 2009 [PDF]
          Japanese Financial Crisis [PDF] [Web site]
       Latin America - Carrie A. Meyer - Nov 10, 2009
          [PPT](5.3MB) [PDF](6.0MB) [Web site]

F205 - How to Help Your Money Outlive You
       Managing and Surviving Uncertainty - Joel Ticknor
       Slides [PPT] [PDF] Sample IPS [PDF] Endowment Spending Policy [PDF]

Winter 2009

F201 - Tax Preparation Simplified
       Federal Taxes [PowerPoint] [PDF]
       VA Taxes & Organizing Records [PowerPoint] [PDF]
       What You Have Always Wanted to Know About Your Taxes
         ...but Were Afraid to Ask [PDF]

F203 - Portfolio Construction
       The Aftermath of Financial Crises [PDF]
       On the Current Market [PDF]
       Bespoke ETF Cheat Sheet - US [PDF] Global [PDF]
       Yale Investment History [PDF]
       Portfolio Management 2-per-page [PDF] 3-per-page [PDF]
       Income Plan [Excel spreadsheet]

F204 - Investment Forum
       Yale Investment History [PDF]

Fall 2008

201 - Economics Potpourri

Sep 16: Jerry Ellig Web site Politics of Wine [PDF]
Sep 23: Russ Roberts CafeHayek EconTalk Book
Sep 30: Bryan Caplan Web site Book
Oct 7: Dan Houser Web site
Oct 14: Peter Boettke Web site
Oct 21: John Nye Profile Book
Oct 28: Alex Tabarrok Profile Web site Blog
Nov 4: Karol Boudreaux Profile Heifer Int'l Enterprise Africa

203 - Corporate Neighbors -

Sep23: William Lecos Tysons WashPost story
Oct 7: Microsoft Reston List of Links
Oct 14: Northrop Grumman [large PDF]
Oct 21: ManTech International Web site
Oct 28: Wegmans Web site

205 - Understanding Risk to Help You Invest Soundly

Syllabus - Understanding Risk to Help You Invest Soundly [PDF]
Confessions of a risk manager [PDF]
Guide to the Markets - 3Q08-4 [PDF]
Understanding Risk 1 (3 per page) [PDF] (2 per page) [PDF]
Understanding Risk 2 (3 per page) [PDF] (2 per page) [PDF]
Understanding Risk 3 (3 per page) [PDF] (2 per page) [PDF]
Understanding Risk 4 (3 per page) [PDF] (2 per page) [PDF]

Spring 2008

202 - Understanding Risk to Help You Invest Soundly

2020803aUnderstanding_Risk_-_Syllabus.pdf

2020803bUnderstanding_Risk_1[1].pdf

2020803cIs_The_US_Subprime_Crisis_So_Different.pdf

2020803dlast_years_model.pdf

2020803eUnderstanding_Risk2S.pdf

2020803fNo_Picnic.pdf

2020803gDreams_End_with_Collapse_of_Tinker_Bell_Market.pdf

2020803hUnderstanding_Risk_3.pdf

2020803iUnderstanding_Risk_4.pdf