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]
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
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]