Useful Websites
Colleges & Financial Aid
- College Board Online-The College Board Library
Student and parent information. College planning news, tools and resources. - Savingforcollege.com
Everything you need to know about saving for college, including college savings plans, financial aid options, calculators, and comparison tools.
Education
- 403 (b) Wise.com
Teachers: Check out ’’The Wise Guide To Your 403-b’’ -- a book available at two comprehensive 403-b web sites -- and other timely information at http://www.403bRetire.com and http://www.403bWise.com.
Financial Planning
- The Garrett Planning Network, Inc.
An international affiliation of professional Fee-Only financial advisors, dedicated to serving people from all walks of life on an hourly, as-needed basis, founded by Sheryl Garrett, CFP®, author of "Just Give Me the Answer$" and one of the Top 25 Most Influential People in Financial Planning. - National Association of Personal Financial Advisors (NAPFA)
Information about NAPFA and FEE-ONLY financial planners, including why choose a FEE-ONLY financial advisor. - Certified Financial Planner (CFP) Board of Standards
Information about Certified Financial Planner (CFP) licensees and the financial planning profession, including what it takes to become a CFP and tips on how to select a financial advisor.
Government Agencies
- New Jersey Bureau of Securities
- Internal Revenue Service
Tax forms, publications and information. - Social Security Administration
News and how-to information on tax withholding, obtaining a replacement card or Statement of Earnings and Benefits, etc.
Market News
- CNBC
Market commentary plus the latest business headlines from CNBC / MSNBC / Wall Street Journal. - CNNfn
The Wall Street Journals online magazine of personal business. Information on stocks, bonds, mutual funds, the markets and more. - MoneyCentral
Investor quotes, charts, news and a variety of financial planning information. - Yahoo Finance
Financial news and commentary on U.S. and world markets, plus investment, loan and insurance centers - Wall Street Journal
Interactive edition. All the news of the WSJ plus 24-hour-a-day updates.
Mutual Funds
- Morningstar Online
Primary provider of mutual fund research. Market reports and investor information. Your first second opinion. - Mutual Fund Investors Center
Educational center with planning tools and mutual fund tracking features.
Personal Finance
- Depositaccounts.com
A great site for bank accounts and CDs. - Investopedia.com
A premiere resource for investing education, personal finance, market analysis and free trading simulators. This site has an awesome dictionary of financial terms. - Investorguide.com
The benchmark for quality financial education. Investment information, research and screening tools. - JasonZweig.com
Fantastic web site for individual investors. Jason Zweig writes the “Intelligent Investor” column for the Wall Street Journal. His book, Your Money and Your Brain, is my favorite book on personal investing. It’s a fun read. - Mint.com
A great online personal finance tool to keep your accounts updated and organized. Also includes budgeting and investing tools. - Mymortgageinsider.com
A site for everything mortgage. - Wall Street Journal’s MarketWatch
The Personal Finance section of this site will answer many of your questions and keep you abreast of new developments.
Retirement
- Retirement education materials
- AARP
- Social Security calculators
- Employment resources for older workers
- Education resources for older adults
Medicare
- Dover Healthcare Planning
Dover Healthcare Planning, LLC, is a fee-only financial planning firm that helps clients evaluate their Medicare insurance options. - New Jersey State Health Insurance Assistance Program (SHIP)
The State Health Insurance Assistance Program (SHIP) provides free help to New Jersey Medicare beneficiaries who have problems with, or questions about their health insurance. - Medicare Rights Center
The Medicare Rights Center is a national, nonprofit consumer service organization that works to ensure access to affordable health care for older adults and people with disabilities through counseling and advocacy, educational programs and public policy initiatives.
DISCLOSURE:
At certain places on this Concierge Financial Planning Internet site, live 'links' to other Internet addresses can be accessed. Such external Internet addresses contain information created, published, maintained, or otherwise posted by institutions or organizations independent of Concierge Financial Planning. Concierge Financial Planning does not endorse, approve, certify, or control these external Internet addresses and does not guarantee or assume responsibility for the accuracy, completeness, efficacy, timeliness, or correct sequencing of information located at such addresses. Use of any information obtained from such addresses is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference therein to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by Concierge Financial Planning.