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Additional Resources

The Financial Planning Association
The Financial Planning Association website could be an invaluable resource as you navigate through various stages of your life. Take advantage of their “Learning Tools” page by receiving free brochures on topics such as estate planning, what to do when tragedy strikes, or even questions to ask a financial advisor during your interview process.

The Certified Financial Planner Board of Standards
From conducting due diligence background checks on CERTIFIED FINANCIAL PLANNER™ professionals to researching financial planning topics of interest, this website could be a stepping stone in getting you on the right track.

AARP
This website provides the most concentrated and reliable information available for today’s retiree. From health care issues to financial concerns, this website can address many of your cares and concerns.

Collegeboard.com
This website is the most comprehensive site we have found in assisting students in making the transition from High School to college and beyond. From conducting a career search to comparing academic requirements and costs of various universities, you will find many answers right here!

Eparent.com
I have a special needs nephew, and understand the emotional and financial needs of families with special needs members. This is the most informational website I have found to date, and is designed specifically for people like you and me.

Insure. com
Receive educational information and quick insurance quotes on almost any coverage you might need.

LTCinsurance.com
This website is an excellent source of unbiased information regarding the simple and complex issues of long term care.

403bwise.com
Every teacher or employee of a non profit has access to a 403b retirement account should spend time on this site. 403b.com will help keep you informed on changes in tax laws and how they relate to your retirement accounts, as well as assist you in understanding how to take better advantage of these retirement accounts.

Social Security Administration
Keep up with changes in social security, apply for benefits online, or learn how changes to your family structure may impact your social security benefits.

Internal Revenue Service
More information than you ever wanted to know can be found on this site. If you are in need of tax forms, personal or business tax information, begin your search here.

Smartmoney.com
Keep up with timely economic and market news on this favorite site of individual investors.

Morningstar. com
Morningstar provides unbiased information on thousands of mutual funds. Before making an investment with your hard earned savings, begin your in depth research here.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame logo), which it awards to individuals who successfully complete initial and ongoing certification requirements.

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