Financial Links


  •  - Investment encyclopedia.
  •  - Information on all types of bonds from the Bond Market Association.
  • – Stock, mutual fund, investing and personal finance information.
  • – Comprehensive information about mutual fund investing.
  • - Relevant historical statistics on stocks, bonds and hedge funds updated continuously.
  • – Educational investment and financial planning information.
  • -Independent information about investing.
  • - In-depth market coverage relied on by the professionals.
  • – Background and detailed performance of Dimensional mutual funds.

Financial Planning Organizations

  • - The Financial Planning Association® (FPA®) connects those who need, support and deliver financial planning. FPA members demonstrate and support a professional commitment to education and a client-centered financial planning process.
  • – NAPFA, a fee-only planning association.  A NAPFA member or affiliate may not receive commissions, rebates, awards, finder’s fees, bonuses or any form of compensation from others as a result of a client’s implementation of the individual’s planning recommendations.

Tax/Government Agencies

  • - Internal revenue service information.  Tax forms, publications and general guidance.
  • - Social Security Administration website.
  • - Medicare information.
  • - Tax information for investors.


Education Planning

  • – A wealth of information for students and parents about apply for college, savings vehicles, financial aid and scholarships.
  • – Financial aid, college scholarships, and student loan information.
  • - A source for objective information about Section 529 college savings plans and other ways to save and pay for college.
  • - Assistance with school grants, loans, financial aids, scholarships and other educational needs.


  • - A resource center for finding the best long term care.  Provides info on pricing, service and quality.
  • - The independent Health Savings Account source.  HSA information, news, insurance quotes, savings solutions, custodial accounts and rates for individuals and companies.
  • – Insurance quotes and consumer education.

Estate Planning