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 		   LINKS &
REFERENCES		 GLOSSARY
Money
Magazine
March 04'
John
Bogle
 Money
Magazine
March 04'
William
Bernstein
 Mutual Funds For DUMMIES
3rd Edition
Age 45		 Mutual Funds For DUMMIES
3rd Edition
Age 59		 Kiplinger
SafeInvest.
Winter 03'
Simplest
Index
 Kiplinger
SafeInvest.
Winter 03'
Enhanced
Index
 Kiplinger
SafeInvest.
Winter 03'
Partial
Index		 Smart
Money
Magazine
June 04'
Conservative		 Smart
Money
Magazine
June 04'
Moderate		 Smart
Money
Magazine
June 04'
Aggressive		 Money Magazine
Aug 04'
Starter
Portfolio   
  Money
Magazine
Aug 04'
Income
Portfolio

Mutual Fund For Dummies 3rd Edition 2001 Eric Tyson, MBA.
Age 59, will retire in 6 years,  low to moderate tax bracket.
Retirement 403(b) account:
Vanguard Wellesley Income
 VWINX
 25%
Vanguard Star
 VGSTX
 25%
Vanguard Wellington
 VWELX
 25%
Vanguard LifeStrategy Moderate Growth
 VSMGX
 25%

Taxable Account:
Vanguard Total Bond Market Index
 VBMFX
 25%
Dodge & Cox Balanced
 DODBX
 20%
TIAA-CREF Managed Allocation
 TIMAX
 25%
T.Rowe Price Personal Strategy Balanced
 TRPBX
 20%
Fidelity Puritan
 FPUR
 10%

To Analyze Portfolio: www.morningstar.com  Click Funds, Click Instant X-Ray, Enter Ticker and Value$ or %, Click Show Instant X-Ray.