Financial Planning Resources
General Planning TopicsThe National Association of Personal Financial Advisors
www.napfa.org
Under the Planning Perspectives tab, you can find articles and tips for general financial planning topics.
Investing
North American Securities Administrators Association
www.nasaa.org
Gives consumer tips on avoiding investment fraud, saving and investing and resources for specific groups such as women, those in the military and families
Insurance
A.M. Best (Insurance Rating Firm)
www.ambest.com
Under the “Consumers” section, the site provides definitions of different types of insurance and why a certain policy might be needed in concise language.
College Planning & Funding
Project on Student Debt
www.projectonstudentdebt.org
The Project on Student Debt works to increase public understanding of the trend of borrowing to finance higher education and the implications for our families, economy, and society.
FAFSA: Free Application for Federal Student Aid
www.fafsa.ed.gov
This is the government site for applying for student aid using the FAFSA, the Free Application for Student Aid.
Retirement
Employee Benefit Research Institute
www.ebri.org/surveys/rcs/2013
Retirement Confidence Survey (2013) - Breaks down investors by age groups and looks at expected retirement, working in retirement and meeting expenses in retirement.
United States Department of Labor
www.dol.gov/dol/topic/retirement
Outlines information and resources on how to plan for all stages of your retirement.
Social Security
Social Security Administrators
www.ssa.gov
Helps Americans get their Social Security statements from the Social Security Administration.
General Planning TopicsThe National Association of Personal Financial Advisors
www.napfa.org
Under the Planning Perspectives tab, you can find articles and tips for general financial planning topics.
Investing
North American Securities Administrators Association
www.nasaa.org
Gives consumer tips on avoiding investment fraud, saving and investing and resources for specific groups such as women, those in the military and families
Insurance
A.M. Best (Insurance Rating Firm)
www.ambest.com
Under the “Consumers” section, the site provides definitions of different types of insurance and why a certain policy might be needed in concise language.
College Planning & Funding
Project on Student Debt
www.projectonstudentdebt.org
The Project on Student Debt works to increase public understanding of the trend of borrowing to finance higher education and the implications for our families, economy, and society.
FAFSA: Free Application for Federal Student Aid
www.fafsa.ed.gov
This is the government site for applying for student aid using the FAFSA, the Free Application for Student Aid.
Retirement
Employee Benefit Research Institute
www.ebri.org/surveys/rcs/2013
Retirement Confidence Survey (2013) - Breaks down investors by age groups and looks at expected retirement, working in retirement and meeting expenses in retirement.
United States Department of Labor
www.dol.gov/dol/topic/retirement
Outlines information and resources on how to plan for all stages of your retirement.
Social Security
Social Security Administrators
www.ssa.gov
Helps Americans get their Social Security statements from the Social Security Administration.
