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Appendix - Exam Study
References Although this list of books may include more than one book that
covers a particular content area, one such reference may be enough.
You may also have resources available that are not on the list but
will adequately cover the content area. You should review each
content area and the explanatory sub-content areas to ascertain if
you have material other than the books that appear below that would
enable you to prepare for the examination. Web sites are also
provided below which may augment or be in lieu of a particular book
below. General Common Knowledge
The examination also pertains to a common body of
knowledge for the Daily Money Management profession; thus the
reference list below does not warrant or guarantee that all
information is contained in these references.
| AADMM Code of Ethics |
| AADMM September 2007 Newsletter |
| Ken Little, Personal Finance at
Your Fingertips, ISBN: 1592576443, July 2007,
Publisher: Penguin Group |
| Jeff Opdyke, Wall Street Journal
Personal Finance Guidebook, ISBN: 030733600X,
April 2006, Publisher: Crown Publishing |
| Joseph L Matthews, Dorothy Matthews
Berman, Social Security, Medicare and
Government Pensions: Get the Most Out of Your Retirement
and Medical Benefits, ISBN: 1413305768, April
2007, Publisher: NOLO |
| Linda Pinson, Keeping the Books,
ISBN: 1419584383, January 2007, Publisher: Kaplan
Publishing |
| David A. Flannery, Bookkeeping
Made Simple, ISBN: 0767917065, May 2005,
Publisher: Broadway Books |
| Melanie Culler, Shae Irving, Get
It Together: Organize Your Records So Your Family Won’t
Have To, ISBN 1413305636, March 2007, Publisher:
NOLO |
| Stephen Fishman, Working for
Yourself: Law and Taxes for Independent Contractors,
Freelancers and Consultants, ISBN: 1413304400,
February 2006, Publisher: NOLO |
| John H. Fenton, 2007 All About
Medicare, ISBN: 0872189074, March 2007,
Publisher: National Underwriter Company |
| Denis Clifford, Cora Jordan, Plan
Your Estate: Everything You Need to Know to Protect Your
Love Ones, Property and Finance, ISBN:
1413304060, March 2006, Publisher: NOLO |
| Jane Bryant Quinn, Making the
Most of Your Money, ISBN: 0684811766, January
1997, Publisher: Simon and Schuster |
| Andrew Tobias, Only Investment
Guide You’ll Ever Need, ISBN: 0156029634,
January 2005, Publisher: Harcourt |
| Lois A. Vitt, et al, Encyclopedia
of Retirement and Finance, ISBN: 0313324956,
November 2003, Publisher: Greenwood Publishing Group,
Inc. |
|
www.aarp.org |
| 1. |
Money and Work |
| |
A. |
Financial
Planning and Retirement |
| |
B. |
Social Security |
| |
C. |
Credit and Debt |
| |
D. |
Tax-Aide |
| |
E. |
Low-Income Help |
| |
F. |
Reverse
Mortgage |
| |
G. |
Be a Wise
Consumer |
| 2. |
Health |
| |
A. |
Insurance |
| |
B. |
Medicare |
| |
C. |
Prescription
Drugs |
| 3. |
Other areas on this web site may also
provide general background information |
|
|
www.medicare.gov |
| 1. |
Medicare D |
| 2. |
Insurance |
| 3.
|
Medicare and your Annual Booklet |
| 4. |
Long Term Care |
|
|
www.fdic.gov |
|
www.identitytheft.org |
|
www.creditbureau.com |
|
www.irs.gov |
| 1. |
IRS
Publication 15, Employers Tax Guide |
| 2. |
IRS
Publication 15-A, Employers Supplemental Tax
Guide: Section 2 – Employee or Independent
Contractor |
| 3.
|
Publication 17, Your Federal Income Tax |
| 4. |
Publication
505, Sections 2 and 4: Tax Withholding and
Estimated Tax |
| 5. |
Publication
552, Recordkeeping for Individuals |
| 6. |
Publication
926, Household Employers Tax Guide, “How do
you make tax payments?” |
|
|
www.irs.gov/businesses |
| 1. |
Employment
Taxes for Businesses |
|
|
www.dol.gov or
www.sba.gov |
| 1. |
Workers
Compensation Programs |
|
|
www.elderabusecenter.org |
| 1. |
Daily Money Management Programs: A
Protection Against Elder Abuse, National
Center on Elder Abuse, Washington, D.C. June
2003 |
|
|
www.sec.gov/investor |
| 1. |
Beginners' Guide to Financial Statements |
|
|
www.seniorresource.com |
| 1. |
Senior
Resources for Aging in Place |
|
|
www.hud.gov or
www.ftc.gov |
|
|
|
www.hipaa.org |
| 1. |
Health
Insurance Portability and Accountability Act |
|
| |
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