Resources

We have a network of experts in the following areas. Please contact us for more information:

• CPA
• Certified Document Preparation/Paralegal
• Estate Planning
• Insurance – Health, Life, Disability, Long-Term Care
• Real Estate (US and Canadian citizens)

Bank and Credit Services

• Annual Credit Report (one free per year) - (http://www.annualcreditreport.com/)
• Bank Rate (http://www.bankrate.com/)
• Consumer Credit Counseling Services (CCCS) - (http://www.cccsintl.org/)
• Credit Cards (http://www.creditcards.com/)
• Credit Card Reform (www.FederalReserve.gov/ConsumerInfo.com)
• Credit and Consumer Protection (www.MyMoney.gov/Credit.com)
• Credit Talk (http://www.credittalk.com/)
• Equifax Credit Reporting Agency (http://www.equifax.com/)
• Experian Credit Reporting Agency (http://www.experian.com/)
• Quickens Debt Reduction Planner (www.quicken.com)
• Trans Union Credit Reporting Agency (http://www.tuc.com/)

College Funding

• College Funding Solutions (http://www.http/www.collegiatefunding/com)
• Loans and Financial Aid (http://www.fafsa.ed.gov/; http://www.myrichuncle.com/; http://www.finaid.org/)
• Private membership for coping with college expenses (http://www.collegeparents.org/)
• Saving for College, 529 plans (http://www.savingforcollege.com/)
• U.S. Department of Education (http://www.studentaid.ed.gov/)

Research a Financial Advisor

• Financial Industry Regulatory Authority (http://www.finra.org/ ) Investors - “broker check”
• Securities and Exchange Commission (http://www.sec.gov/) – be sure to request and receive any perspective adviser’s ADV forms

INSURANCE

• National Association of Insurance Commissioner’s Publications (Assistance with Medicare, health, life, disability, homeowner’s, auto and long-term care insurance (www.naic.org/index_consumer.htm)
• Medicare Information (http://www.medicare.gov/)

Investments and Personal Finance

• Barron’s Magazine (http://www.barrons.com/)
• Bloomberg Market News (http://www.bloomberg.com/)
• Bond Rating Services (http://www.moodys.com/; http://www.standardandpoors.com/)
• Bond Research (http://www.bondsonline.com/)
• CNN and Money Magazine (http://www.money.com/)
• Derivative Investments (http://www.cboe/; http://www.amex.com/; http://www.numa.com/)
• Employee Stock Ownership Plans (ESOPS) – (http://www.nceo.org/)
• Fidelity.com (http://www.fidelity.com/)
• Finance Center (http://www.financenter.com/)
• Interest Rates, on-line calculators, etc. (http://www.bankrate.com/)
• Market Watch (http://www.marketwatch.com/)
• Microsoft’s personal finance and news (http://moneycentral.msn.com/)
• Morningstar (http://www.morningstar.com/)
• Motley Fool (http://www.fool.com/)
• Real Estate Investment Trusts (REITS) – (http://www.nareit.com/)
• Security Exchanges (http://www.amex.com/; http://www.nasdaq.com/; http://www.nyse.com/)
• Smart Money (http://www.smartmoney.com/)
• Technical Analysis (http://www.bigcharts.com/)
• The Mutual Fund Education Alliance (http://www.mfea.com/)
• Wall Street Journal (http://www.wsj.com/)
• Yahoo! Finance (http://www.finance.yahoo.com/)

Legal

• State Specific Statutes, including estate planning, divorce, etc. - (www.law.cornell.edu/topics/state_statutes.html#probate; www.lawguru.com/ilawlib/17.htm)

Real Estate

• Market comparisons and sales data (http://www.zillow.com/)
• Property Search (http://www.realtor.com/)
• Realty Times (http://www.realtytimes.com/)

Retirement Planning

• Aging With Dignity (http://www.agingwithdignity.org/)
• American Association of Retired People (http://www.aarp.org/)
• Federal Administration on Aging network (http://www.eldercare.gov/)
• On-line calculators and resources – 360 Degrees of Financial Literacy (http://www.360financialliteracy.org/)
• Retirement Savings Education Campaign (http://www.dol.gov/EBSA/savingsmatters.html) – sponsored by the Department of Labor
• Reverse Mortgages – Department of Housing and Urban Development (HUD) – (www.hud.gov/offices/hsg/sfh/hecm/rmtopten.cfm) and AARP (www.aarp.org/money/credit-loans-debt/reverse_mortgages/
• Social Security Benefits (http://www.socialsecurity.gov/)