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Links To view certain documents on this Web site, you will need Adobe Acrobat Reader, Microsoft Word or Microsoft Word Viewer. Forms for Clients and Prospective Clients Scheduling Appointments Consumer Information Relating to Financial Planning and Investment Advice Useful Sites for Managing Your Personal Finances AnnualCreditReport.com –The only official site, sponsored by all three of the nationwide consumer credit reporting companies - Equifax, Experian, and TransUnion, to help consumers to obtain their free credit report. Bankrate.com – News, tips and advice to compare mortgage rates, home equity loans, CDs, car loans, credit cards and money market accounts. Consumer Action Website – The online version of the Federal Citizen Information Center's, Consumer Action Handbook, full of great tips, links, "how to" guides, and other useful consumer information. Morningstar’s Instant X-Ray – Understand your portfolio's basic characteristics at a glance, including its asset allocation, expenses, exposure to different investment styles, and other important factors. It’s from Morningstar, and it’s free. Mint.com – A simple, effective, free, and secure online money management tool to keep track of your accounts and help you see where your money is going.The Mortgage Professor – Tips, calculators, links, and answers to common questions by Jack M. Guttentag, Professor of Finance Emeritus at the Wharton School of the University of Pennsylvania. Snowball Calculator – Allows you to enter up to 20 different debts and it'll work out the order in which you should pay them together with the monthly payments. Upromise – Rewards service offers money for college from America's leading companies. Registration is free and only takes a few minutes.
Yodlee MoneyCenter – Free and secure online account aggregation service. Access all of your accounts in one location with one login ID and one password. Recommended Reading Seven Stages of Money Maturity – Understanding the Spirit and Value of Money in Your Life, by George Kinder, CFP®, founder of the Kinder Institute in Life Planning. Your Money or Your Life – By Joe Dominguez and Vicki Robin. This is a best-selling book on how to get control of your money and your life. The authors help you take a look at how you handle your money, and whether it is a reflection of your values.Other Links of Interest Ageing with Dignity – helping you and your family plan and receive the care you deserve.
LinkedIn – Find people, jobs and services, and gain introductions through people you know using your own network of connections. Money Blog Network – Diverse collection of personal finances blogs. Some of the blogs contain guest posts by Dylan Ross, CFP®. |
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