Resources

As a Certified Financial Planner ™ Practitioner I have compiled the following list of resources for my clients to use in an educational manner. I have found that a lot can be learned from the following websites:

Learning about financial planning:
http://letsmakeaplan.org/

For general financial knowledge and tracking of investments:
http://finance.yahoo.com/
http://www.google.com/finance

Retirement Plan Contribution Limits:
http://www.bankrate.com/finance/taxes/retirement-plan-contribution-limits.aspx

Regulation of the financial planning industry:
http://www.finra.org/

Checking up on the background of your financial advisor
http://www.finra.org/Investors/ToolsCalculators/BrokerCheck/

Mutual fund expense comparison calculator:
http://apps.finra.org/fundanalyzer/1/fa.aspx

Required minimum distribution calculator:
http://apps.finra.org/calcs/1/rmd

Other financial calculators:
http://www.finra.org/Investors/ToolsCalculators/index.htm

Budgeting software:
http://quicken.intuit.com/

For those who choose to file taxes without the assistance of a CPA:
http://turbotax.intuit.com/

For buying and selling your car:
http://www.kbb.com/

Hyperlinks on this website are provided as a convenience and we disclaim any responsibility for information, services or products found on websites linked hereto.