Personal Finance Website Links

Financial planners can list their practices for free in the financial planner directory

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http://www.mdrt.org Million Dollar Round Table (847) 692-6378 Represents professionals who are the top of the industry.

http://www.mfea.com Mutual Fund Education Alliance - Information on the mutual fund industry.

http://www.mmexecutive.com Mutual fund manager information site.

http://www.mta.org Market Technicians Association, Inc.

http://www.mymoney.gov Government site to help the public understand money.

http://www.mysavingsbonds.com All about U.S. Savings Bonds.

 

http://www.naaim.org National Association of Active Investment Managers. Engages in activities to promote active investment management.

http://www.napfa.org National Association of Personal Financial Advisors. Association supporting fee-only financial advisors.

http://www.naepc.org National Association of Estate Planners and Councils.

http://www.nceo.org Site dedicated to free stock option information and advice.

http://www.ncfe.org Non-profit information on the wise use of credit.

http://www.nrs-inc.com National Regulatory Services: All in one tool for managing investment advisor compliance.

http://www.nyse.com The New York Stock Exchange.

http://www.ntsaa.org National Tax Sheltered Accounts Association. Assists plan sponsors, service product providers in understanding and operating in compliance with 403(b) regulations.

 

http://www.pbs.org/kcts/affluenza/ A PBS site about affluenza (a psychological disease some financial professionals have). Another link about affluenza is here: http://www.msmoney.com/2001/08/29/living_simply.htm

http://www.pershing.com A custodian that offers Broker Dealers a way to trade.

http://www.profitcents.com Converts financial planning statements into English so client can understand them.

http://www.publicdebt.treas.gov/sav/savcalc2.htm Shows the public debt to the penny. Calculators for government debt instruments, like savings bonds.

 

http://www.realestateabc.com/glossary/ Glossary of real estate investing terms.

http://www.russell.com Big investment firm specializing in benchmark management with financial planning software.

 

http://www.savingsbonds.gov U.S. Savings bond information.

http://www.schwab.com Charles Schwab discount brokerage.

http://www.sec.gov Securities and Exchange Commission.

http://www.sec.gov/answers/finplan.htm The SEC's page about financial consultants.

http://www.securitieslaw.com Securities fraud and investor protection resource center.

http://www.site-by-site.com International investment portal and research center.

http://www.ssa.gov/ The Social Security Administration (get a free estimate of your retirement benefits). The Social Security Administration offers their online benefit calculator to anyone now. Their CD is $51, but it's available by free online downloading from this page (click here). Their program is called AnyPIA (Primary Insurance Amount) and is better than commercial programs that calculate Social Security benefits. http://www.ssga.com Offers financial advisor software.

http://www.socialinvest.org Social Investment Forum.

http://www.stanford.edu/~wfsharpe  The asset allocation guy at Stanford University.

 

http://www.taxsites.com A site with a list of tax-related sites.

http://www.tfn.com Thomson Financial: Financial Planning Magazine, financial web hub with financial planning discussion groups  (http://www.financial-planning.com), and financial planning news. Their software is no longer called Wiesenberger/CDA. It's Investment View now.

http://www.thgc.com/home/ The Heusinkveld Group. They buy partial interests in unneeded life insurance contracts, pool them, and then resell them to investors at a discount. Then when the insureds die, investors receive their investment back at a profit.

http://www.tiaa-cref.org Retirement financial calculators for teachers.

http://www.tsainvest.com Educator's Financial Services - financial plans and services for teachers.

http://www.turbocompliance.com Walt Zebrowski's site about RIA compliance.

http://www.vclocator.com Venture capital locator, search directory, business plans, and investor presentations.

 

http://www.westegg.com/inflation/ Input dollar amount, base year, year later than the base year, and it tells future dollar values based on U.S. CPI (inflation).

http://www.wilshire.com Wilshire Associates manages market indices, benchmarks, and has various money software.

 

http://www.xe.net/ict/ Free online interactive currency tables.

 

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