Resources
Listed below are just a few
resources that you may
find helpful. If you know of a website that is particularly useful,
pass it along and we'll include it for others!
- Aging With Dignity
- www.agingwithdignity.org
—to help you and your family plan for the care that you deserve.
- BankRate
- www.bankrate.com
—internet-based consumer finance marketplace. A good place to check for
current mortgage rates.
- CreditTalk
- www.credittalk.com
—money management resources from MasterCard International.
- Financenter
- www.financenter.com/consumertools
— Publicly available calculators, tutorials, and other planning tools
- IRS
- www.IRS.gov
– this is the website of the Internal Revenue Service.
- Money-Talk
- www.money-talk.org
—discussion board for bouncing questions off of other investors.
- Mutual Fund Education Alliance
- www.mfea.com
—Excellent educational resource for learning about mutual fund
investing.
- National Association of Personal Financial Advisors (NAPFA)
- www.napfa.com
—the website of the National Association of Personal Financial
Advisors. This organization is limited to planners who are strictly
“Fee-Only”, meaning that they accept no commissions for their work.
- NOLO
- www.nolo.com
—”Law For All”. Legal information on all subjects.
- Quicken
- www.quicken.com
—access to information on investing, taxes, insurance, loans, etc.. In
addition, you can purchase Quicken software at this site.
- Retirement Sites
- www.retirementsites.biz
—Hand verified retirement sites here.
- 2save4college.com
- www.2save4college.com
—this is our website that is dedicated to helping families plan for
college funding.
- TD Ameritrade
- www.tdameritrade.com
—low-cost broker TD Ameritrade account access.
- Vanguard
- www.vanguard.com
—website for Vanguard Investors Corporation, the mutual fund giant.
- Yodlee
- www.yodlee.com
—free, secure, account aggregation.