Links
AARP
A nonprofit, nonpartisan membership organization that helps people age 50 and over improve the quality of their lives.
Alliance of Cambridge Advisors
The ACA is an alliance of fee-only financial advisors providing service to clients throughout the United States.
BigCharts
BigCharts is the world's leading and most advanced investment charting and research site.
Center for Fiduciary Excellence
CEFEX is an independent global assessment and certification organization. CEFEX certification helps determine trustworthiness of investment fiduciaries.
Certified Financial Planner® Board of Standards
The CFP® Board of Standards benefits the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning.
Choosing a Financial Planner
8 Things Your Financial Planner Won't Tell You
10 Questions to Ask When Choosing a Financial Planner
College Board
A not-for-profit membership association whose mission is to connect students to college success and opportunity. Each year the College Board serves seven million students and their parents, 23,000 high schools, and 3,800 colleges.
Dimensional Fund Advisors
DFA applies academic research to the practical world of investing. DFA in the news:
Tools of the Trade: Don't Believe the Hype (Investment Advisor Magazine, May 2005)
DFA Funds Hard to Buy, Easy to Own (CNBC on MSN, June 2002)
Fi360
Fi360 offers a full circle approach to investment fiduciary education, practice management, and support and is the go-to source of investment fiduciary insights.
Financial Planning Association
FPA is a membership organization dedicated to supporting the financial planning process in order to help people achieve their goals and dreams.
Low Load Insurance Services
LLIS is an experienced team of insurance experts who work with fee-only financial planners nationwide.
MD Preferred Financial Advisors Network
Offers physicians access to fee-only financial advisors who act strictly in a fiduciary capacity and have completed the NAPFA application and review process.
National Association of Persional Financial Advisors
NAPFA is the largest professional association of comprehensive, fee-only financial planners in the United States.
National Assocation of Tax Professionals
NATP provides continuing education and updates on tax issues.
Salvation Army
The Salvation Army’s guide to tax-deductible donations.
Senior Law Information
Where senior citizens, their families, attorneys, social workers, and financial planners can access information about elder law, elder law attorneys, Medicare, Medicaid, Medicaid planning, guardianship, estate planning, trusts and the rights of the elderly and disabled.
Social Security Administration
Zillow
Zillow provides free real estate information. Search homes for sale, home prices, home values, recently sold homes, mortgage rates, and more.
Account Access
