|
||||||
Financial Planning Web Sites | |||||
|
|
|||||
For Criteria to evaluate web sites, go to Evaluating a Web Site. Click here for: Citation of a Web Site. Economy.com : "source of information on national and regional economies, industries, financial markets, and demographics." Lending Tree stated on their web site: "Everything you'll need is right here, from calculators that will help you determine the amount to borrow and estimate your monthly payments, to a loan resource center full of information, products and services that you can use to your advantage." Bankrate.com stated on their web site: "Bankrate, Inc. (the "Company") is an Internet consumer finance marketplace that owns and operates a portfolio of Internet-based personal finance channels including banking, investing, taxes and small business finance. Our flagship site, Bankrate.com, is the Web’s leading aggregator of information on over 100 financial products including mortgages, credit cards, new and used automobile loans, money market accounts, certificates of deposit, checking and ATM fees, home equity loans and online banking fees." Bureau of Economic Analysis (BEA) The site is focused on national, international, regional, and Bureau of Economic Analysis research. The site also includes news releases updating the latest national, international and local economic numbers. Articles from the BEA publications and journal are available through this site. Bloomberg Bloomberg.com has been organized into three main areas" Markets, Money, and Life. The Markets section covers information on the financial markets from all over the world. The Money section gives you advice on many different financial topics. The Life section includes sports, weather, and arts. Certified Financial Planner of Standards stated on their web site: "The Certified Financial Planner Board of Standards, a professional regulatory organization, fosters professional standards in personal financial planning so that the public values, has access to and benefits from competent financial planning." The Financial Planning Association stated on their web site: " What is Financial Planning Association (FPA)? The Financial Planning Association is the membership organization for the financial planning community. It was created when the Institute of Certified Financial Planners (ICFP) and the International Association for Financial Planning (IAFP) unified on January 1, 2000. Members include individuals and companies who have contributed to building the financial planning profession and all those who champion the financial planning process." FPA Global Forum this site is the Financial Planning Association's Global Forum National Association Of Financial Estate Planning provides free information on Estate Planning focusing on consumers. H.S. Dent Foundation The mission statement of H.S. Dent: "The mission of Harry S. Dent and the H.S. Dent Foundation is encapsulated in our logo: helping people understand change It is our belief that fundamental common sense principles can help anyone to understand the long-term economic trends that affect all facets of daily life. We base our forecasting on the study of whole populations, or demographics. Our demographic models have consistently proven their ability to give us the power to predict an incredible array of information. For example, we can predict trends in inflation, innovation, consumer debt, spending, saving, investment and more-decades in advance. We teach you how to recognize and profit from the distinct and predictable seasons of the economy for one very pragmatic reason. It will help you pinpoint the best jobs in leading edge industries, the best places to live, the hottest investment sectors, and the key technologies that are changing every aspect of your life and livelihood." Consumer Advice Better Business Bureau -- This site allows you to find local Better Business Bureaus and file grievances against businesses. It provides a wide range of consumer information and alerts consumers to "recently discovered, fraudulent business scams." CNET--Technology Buying -- This site provides consumer advice on buying computers and software, allowing you to compare prices and much more. ** Edmund's Car Pricing -- provides consumer advice on purchasing new cars, trucks, and used vehicles. Kelley Blue Book -- offers used car values, new car pricing, and "free trade-in and retail values on used street and dirt bikes." Yahoo Real Estate Values -- This site allows you to search for home sales records by location and price range in 27 U.S. states. Consolidated Credit Counseling Services stated on their web site: "Our Debt Management Programs offer you the opportunity to consolidate all of your monthly bills into one affordable, lower interest, monthly payment." Debt Consolidation.com This web site is specific to the area of debt consolidation, mortgages, and consumer credit counseling. It offers many tools such as mortgage calculators, and information on credit reports. National Foundation for Consumer Credit The web site for the National Foundation of Credit Counseling (NFCC), which represents a national non-profit network of 1,450 member agencies designed to provide assistance to people dealing with stressful financial situations. The services beneficial to a financial planner in helping and education customers include: counseling, debt solver program, money management education, homebuyer education, financial calculators, budget worksheets, and debt relief planners. Estate Planning Links Web Site A Meta Site connecting to pages that deal with estate planning. Estate Planning An Overview - Law This site is created and maintained by student editors attending Cornell Law School - Legal Information Institute working under the supervision of Prof. Peter W. Martin. Wills & Estate Planning from NOLO Law for all Another consumer oriented site addressing in Encyclopedia style all aspects of estate planning. Web Site for financial advisers: financial-planning.com Financial Facts Tool Kit prepared by the U.S. Security and Exchange Commission. Information for the consumer about savings and investments. Financeware.com Use of analytics for financial planning. Quicken.com as stated on their site: "Quicken.com is the premier, award-winning personal financial Web site that covers all areas of personal finance and small business including investments, mortgages, insurance, taxes, banking, and retirement. A "one-stop" center for information, products and services, Quicken.com is designed to meet the needs of millions of consumers actively managing their finances and help them make the most of their money. " CNN Money from the editors of CNN and Money Magazine. Saving for College a site about the 529 different State-sponsored college savings programs Consumer Advice on Insurance -- "InsWeb is a free service that makes it easier than ever to shop for and compare quotes from the nation's leading insurance companies." Insurance Institute for Highway Safety InvestorGuide.com Mission of this site as stated on their web site: "InvestorGuide.com's mission is to give you complete control over your financial future. The days of having to use traditional full service brokers are over, as the Web is accelerating an investing and personal finance revolution. For the first time, you have all the tools you need to handle your own personal finance and investing decisions. You no longer need to rely on the 'professionals' to make the decisions for you." Retirement Planning This site addresses all the issues connected to retirement planning. It is consumer oriented. Roth IRA.Com Information for practitioners and consumers on Roth IRAs Retirement and Financial Planning. A site created by the Government Administration on Aging. Social Security Online The official site of the Social Security Administration. AARP from their web site: "Founded in 1958 by retired California educator, Dr. Ethel Percy Andrus, AARP (formerly known as the American Association of Retired Persons) today represents more than 34 million members. Over half of our members are working, either full or part-time, while the remainder are fully retired." Long Term Care Insurance stated on their site: "Get information and quotes for long term care insurance throughout the United States." |
|||||
