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There
are many, many web sites that deal with personal financial planning,
hundreds of them, at least. Our list is a snapshot of the tip of the
iceberg. And, given the spectacular growth of the web, each day it grows
more incomplete. If your own favorite site is not here, please send
an e-mail to John D. Rossi, III (mejdr01@moravian.edu) and give me the
URL; I will consider it when I do my next web-site update. A number
of these sites are designed for professionals. But I have included many
that are directed toward consumers, as well. Professionals need to be
aware of what their clients are hearing, and, in the case of the web,
professionals need to know what is available to their clients for free.
Description Web Address (URL)
Categories:
- Accounting
- Government (US)
- Investing
- News & Current Events
- Personal Finance
- Retirement & Retirement Planning
I Accounting
State Boards of Accountancy.
(A few Boards do not have web sites.)
http://www.aicpa.org/yellow/ypasboa.htm
State CPA Societies’ Sites.
http://www.aicpa.org/yellow/ypascpa.htm
II Government (US)
Social Security Administration.
Information on Social Security benefits and programs administered by
the Social Security Administration. Numerous free publications available
on-line.
www.ssa.gov
Health Care Financing Administration.
HCFA has two sites. The first one includes government regulations over
all health care entitlement programs and provides information for providers
as well as consumers. The Medicare site, which is intended for consumers,
includes an on-line version of Medicare and You and Nursing Home
Compare, where you can look up summaries of state survey information
for nursing homes that receive federal funds.
www.hcfa.gov
www.medicare.gov
US Census Bureau.
Demographic information on the U.S. population. Formidable research
capabilities.
www.census.gov
Department of Veteran Affairs.
Information on how to apply for veterans’ benefits and eligibility
requirements. Information on health care for veterans.
www.va.gov
General Services Administration Consumer Information
Center.
Download or order free government publications on government entitlement
programs and other consumer issues.
www.pueblo.gsa.gov
Small Business Administration.
Online Library of SBA Pubs, forms, reports, stats & more. Includes
SBA-Net, a gateway to information for small businesses.
www.sbaonline.sba.gov
Internal Revenue Service.
All about taxes. Forms, publications, regs, rulings, etc., in a sprightly
format.
www.irs.ustreas.gov/prod/cover.html
U.S. Department of Commerce.
Wide-ranging info on business, including e-commerce and local-to-global
growth.
www.doc.gov
FinanceNet.
The Internet home for public financial management worldwide; operated
by the National Science Foundation under the sponsorship of U.S. Chief
Financial Officers Council. Al Gore did start this.
www.financenet.gov
III Investing
FundAlarm.com.
“Know when to hold ‘em, know when to fold ‘em, know when to walk away,
know when to run,” says the banner on the home page. Monthly, this site
lists “3-Alarm Funds”, those that have under performed their respective
benchmarks for the past 12 months, three years, and five years.
http://www.fundalarm.com
Quicken.com
Market summaries, breaking news, calculators, and capacity to personalize
the site for portfolio monitoring, banking, and bill-paying.
http://www.quicken.com/
Yahoo – Finance
This granddaddy of search engines is now a portal. Quick access to fundamental
information.
http://finance.yahoo.com/
IPO Lockup.com
“The Investor's Tool to Capitalize on an Anomaly in the IPO Market”.
Tracks lockup expiry dates for IPOs.
http://ipolockup.com
The Finance Center.
Investment site featuring investment analysts, advice, research, chat
rooms, and more. “Home of Wall Street’s Market Mavens.”
http://www.tfc.com/
Financial Information Link Library.
International links. Over 400 links to worldwide sources of financial
information.
http://www.mbnet.mb.ca/~russell/
Money.net.
Offers real-time quotes, historical charts, custom tickers, access to
equity research, and financial community features.
www.money.net
10k Wizard
Real time filings, full text search and alerts, downloads;
all free.
www.10kwizard.com
Practice Exchange.
Sellers of practices can anonymously advertise their intent to offer
their practices for sale. Buyers can search listings by state or geographical
area, and view details of listings. Plus a Valuation calculator.
www.practice-exchange.com
IV News & Current Events
About.com – Finance/Investing.
The Money section carries info on personal finance, worldwide
business, and markets and investing.
http://www.About.com/finance
CBS Marketwatch Personal Finance News.
Features lively commentary from regular columnists.
http://cbs.marketwatch.com/news/personal
Microsoft MoneyCentral.
Carries highlights from financial providers such as Schwab and American
Express, and breaking business news from Reuters.
http://moneycentral.msn.com
USA Today Money.
The national newspaper speaks on making, saving, and spending money.
http://www.usatoday.com/money/mfront.htm
Washington Post - Personal Finance
From the premier newspaper of the nation’s capital: stock quotes, research,
tax info and a business glossary.
http://www.washingtonpost.com/wp-srv/business/yrmoney.htm
Business Week.
The established weekly magazine has its say. Plus forums, videos, newsletters,
and a marketplace for finding accounting firms.
www.businessweek.com
Forbes.
A magazine established by the wealthy Malcolm Forbes shares business
insights with us.
www.forbes.com
Fortune.
Yes, the “Fortune 500” Fortune. Its Money Manager pages on personal
finance include a free fund screen. This site is also strong on career
management.
www.fortune.com
Money.
OK, take a look at their Top 50 web sites. Depth and breadth
of this site reflect the magazine’s many years of covering personal
finance.
http://www.money.com/money/
Smart Money.
Content is from Smart Money magazine, an affiliate of the Wall Street
Journal. Neat tools include a personal calendar, a watch list with onscreen
alerts, and a sector tracker.
http://smartmoney.com/
Worth.
“The Internet's premier community for successful, self-directed individuals,”
with “best-in-class information and services” for wealth management,
travel and culture, and charitable giving. Good links for grantmaking
and other charitable giving.
http://www.worth.com/flashbest.html
ia-mag.
Investment Advisor magazine’s site. News and commentary on technical,
practice management, marketing, and technology issues, plus coverage
of the people in the field.
www.ia-mag.com
Pro2Net.
A comprehensive resource for professionals in accounting, financial
services, human resources, insurance and law. Delivers news, research
materials, professional education and more.
www.pro2net.com
Financial Planning Interactive.
News and editorials for financial planners (and their clients). Forums
with top experts; great Software Survey.
www.financial-planning.com
CNNf
Stories are supplemented with handy links to company profiles and earlier
news items. The Consumer tab offers personal finance information and
tools.
www.CNNfn.cnn.com
V Personal Finance
AOL Personal Finance Center.
A “quick insight” tool answers the question: “How much of your fund
investment is eaten up by fees and expenses?” Plus market info, business
news, and one-on-one chat with a registered investment adviser.
http://www.Quicken.aol.com
FN Central Personal Finance Manager.
According to the home page, this is “the web’s first fully integrated
personal finance manager”. Palm interface is available; so is phone
interface with CPAs.
http://www.fncentral.com/
iVillage Money Life.
Focuses on Generations X and Y: Debt management, early saving for retirement,
coping as a newly single parent.
http://www.ivillagemoneylife.com/
Kiplinger.
Wide-ranging consumer-oriented site; unlike many, Kiplingers keeps in
mind that kids and the very old have personal finances too. Don’t miss
the many free calculators under “Tools”.
http://www.kiplinger.com/
Motley Fool Personal Finance
Sets out to “educate, amuse, and enrich,” and certainly succeeds at
the first two. Some high points: “the cash diet” and “Fool banking.”
http://www.fool.com/pf.htm
Netscape Personal Finance.
Market news and charts; info on retirement, estate, tax planning.
http://personalfinance.netscape.com/finance
Green Magazine.
Very interactive. Lots of “the usual suspects”, such as stock quotes
and breaking news; many calculators, some very cool, particularly
the “If Only” calculator (for stock moves you missed), and, less painful,
a calculator for “Should the second spouse take a paying job?”
www.greenmagazine.com
Kiplinger's Personal Finance.
From “Should you switch annuities?” (A calculator), to care giving strategies,
to the deregulation of utilities. Plus links to many other Kiplinger
products.
www.kiplinger.com/magazine
FinanCenter.com
A collection of more than 100 calculators. Uses both text and graphics
to present results. Neat feature: the paycheck-planning calculator.
Now you can find out ahead of time how much that 401(k) contribution
is going to reduce your take-home pay.
http://www.financenter.com/
SavingForCollege.com
Comprehensive and frequently updated info on IR Code Sec. 529 plans,
the tax-deferred plans for financing higher education that are “the
best way to save for college”.
http://www.Savingforcollege.com
TIAA-CREF’s PFP Dictionary.
Personal finance terms defined.
http://www.tiaa-cref.org/libra/dictionary
VI Retirement & Retirement Planning
National Academy of Elder Law Attorneys.
Information on legal issues affecting older persons, on long-term care
and long-term care insurance, and contact information for local elder
law attorneys.
www.naela.org
American Association of Retired People (AARP).
Information about AARP programs, benefits and issues affecting Americans
fifty and older.
www.aarp.org
401k Help Center.
Visitors get a choice of channels: one for plan sponsors, one for small
businesses, and one for employees. Includes tracking of legislation
and lawsuits.
http://www.401khelpcenter.com/
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