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Financial & Retirement Resources

AARP Foundation: Tax-Aide Program 

The AARP Foundation, a charitable affiliate of AARP,  has developed a support network of nationwide programs and local organizations to assist those who are over 50 and in financial distress. By the year 2030, 1 in every 5 Americans will be over the age of 65. The AARP Foundation is committed to give those people the confidence and tools to stay on their financial track. The foundation works through direct assistance to help older people meet life’s essentials, provide legal advocacy, and raise awareness of the critical issues facing low-income older Americans. 


AARP: Living on A Budget

AARP’s Living on A Budget online resource has a variety of online tools to assist you when retiring on a budget. These include: money tools, retirement webinars, AARP discounts, consumer tips, and budget resources.

myBankrate offers you a truly fee credit report, credit score, and financial assessment tools to help you make informed financial desicions. myBankrate works with best-in-class partners to bring the best financial information and options to their users.


Barons Markets

Barons has been a leading weekly Wall Street weekly newspaper for close to 100 years. Barron’s offers unmatched weekly coverage of the markets, investing ideas, market data, and opinions from some of the nations top financial experts.



Bloomberg is a top business and wall street news resource. Offering current news and information through their radio, tv, website, and weekly magazines. All to help you stay informed and ahead of the market’s curve. 


Certified Financial Planner Board of Standards 

The Certified Financial Planner Board of Standards (CFP Board) is a non-profit organization acting on behalf of the public interest by enforcing professional standards across the industry. The CFP focuses on continuing  education, rigorous testing, strict ethics, and required experiences as requirements for their certification. Use their website to find out more about the certification and finding a CFP near you.


Choose to Save 

Choose to save is a non-profit organization that offers tools to help the public save for a secure financial future. These include tools to help you choose to save, manage your debts, to effectively budget, avoid sub-prime rates, and overall financial well being. .



The TV network’s website keeps you up to date with the latest business news on financial markets, earnings, and stocks. CNBC’s site offers stock ticker quotes, charts, and streaming video to keep you up to date.


American Association of Daily Money Managers 

The American Association of Daily Money Managers (AADM) is a national membership organization that represents the daily money management profession. These businesses and individual professionals offer financial services to seniors, those with disabilities, and high net worth individuals. The AADM ensures that these professionals offer the most up to date information and are held to strict educational requirements. Use the AADM’s website to learn more about their certification process, how a Daily Money Manager can help you, and how to find one near you.


Financial Literacy and Education Commission 

Financial Literacy and Education Commission (FLEC) was created by the Congress to coordinate and strengthen the financial capability and increase access to financial services for all Americans. FLEC offers simple guidelines on the five principles of personal finance:  earn, save/invest, protect, spend, and borrow. Within each of these principles FLEC gives tips, recommended actions, and tools to achieve your financial goals. 


Financial Planning Association Planner Search

Simply find a certified financial planner by your city, state, or zip. The Financial Planning Association (FPA) is the largest organization of CFP professionals in America. The members found through their search engine are required to adhere to the highest standards of professional competence, ethical conduct and complete disclosure. The FPA’s site offers much more detailed information on the process to become a CFP and how they may assist you in your financial life. 


Financial Times

Started over 125 years ago, the Financial Times out of London, is an international leader in economic and business news. The FT’s website offers current articles, research, and analysis with an international perspective.


Independent Information on Reverse Mortgages offers crucial UN-BIASED information about reverse mortgages.’s FAQs section offers clear information about the details of reverse mortgages. All too help you make  your financial decision without a commission based mortgage company presenting their own,sometimes, vague information.


Internal Revenue Service 

Find out about the IRS’s new forms, tools, and deadlines to assist you with your taxes. Make your taxes quick and easy by using their site to contact IRS and private tax professionals. Also to fully understand your rights as a taxpayer and learn how to properly resolve any issue with the IRS.



Investopedia’s website has investing education, personal finance articles, market analysis, and free trading simulators. Investopedia also offers extensive free articles about current issues facing businesses and the markets. They also offer a simple to use encyclopedia to truly understand the complex terminology of financial and economic news. . 

Kiplinger is the leading personal finance magazine. Kiplinger presents trusted advice on spending, cars, college, insurance, debt, and many more topics. Research personal finance basics through their online quizzes, videos, slideshows and personal finance professional’s weekly columns.


Market Watch 

A free financial information website that provides business news, analysis, and stock market data. Market Watch is the active investors arm of the Wall Street Journal’s News Corp.  Bringing together economic, financial, and political analysis to assist you in making your best investing decision.


Motley Fool 

The Motley Fool is a resource developed to offer simple stock market information, education, and analysis with the common investor in mind. Their experts offer stock picks, newsletters, and tools to find the right investments for your portfolio. 

Ms.Money was started to help educate and empower women about their wealth, career and well-being. Tiffany Bass Bukow started Ms.Money in 1999 and has expanded her online services to encompass: personal finance education, entrepreneurial education, and well-being education. Bukow hopes that users of her site’s resources can “take control of your money, career and life”.


National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is  America’s largest professional organization of fee-only financial advisors. These highly trained financial advisors are dedicated to working towards their client’s best interests. The NAPFA’s website will help you find a NAPFA professional and also provide furthering information on how a fee-only financial advisor can help you today.


National Association of Unclaimed Property Administrators  

The National Association of Unclaimed Property Administrator’s site is an easy to use tool to find your lost assets. If you have lost contact with your savings account, stocks, refunds, annuities, certificates of deposits, or security deposits they have been turned over to the local state treasury office. The state treasury office then will begin a search to find you and return these unclaimed funds. Use the National Association’s site to search through the estimated $41.7 billion worth of unclaimed property to see if some of yours i waiting to be found.


National Reverse Mortgage Lenders Association 

The National Reverse Mortgage Lenders Association (NRMLA) is the national conscience and voice of the growing reverse mortgage industry. The NLMRA is committed to providing America’s seniors with the best possible financial products and providing them assurance that they can borrow with confidence form their members. To ensure this, the NRMLA works with government and regulatory organizations to refine and review the reverse mortgage process. Find out more about reverse mortgages and approved lenders at their website.


Retire Early Home Page

Get control of your life, become financially independent, and retire early. The retire early home page has collected up to date tools, articles, and tips to help you invest and save for retirement.


Social Security Retirement Planner  

The Social Security Retirement Planner’s site will help you estimate your benefits, apply for retirement, and manage your social security account. Their web resources offer detailed calculators to find the best retirement options available through the government. Achieving your dream of a secure, comfortable retirement is much easier when you plan your finances.


Pension and Welfare Benefits Administration 

A division of the Department of Labor, the Employee Benefits and Security Administration is committed to providing participant and compliance assistance with people’s pensions, health coverage, and other employee benefit plans. Find out further information about your retirement plan, COBRA coverage, and what that means to your individual plan.


Pension Benefit Guaranty Corporation 

The Pension Benefit Guaranty Corporation (PBGC) is a U.S. government agency tasked with protecting the retirement incomes of more than 41 million American workers in private sector pension plans. Find out detailed information if your pension is covered by the PGBC and if so how the PGBC can assist you in your financial planning.


Tax and Accounting Sites Directory 

Quickly find any tax or accounting online resource you may need. has resources at the state level, local level,state level. In addition they have up to date rates, crucial tax data, and sales or use tax information.


2Young2 Retire  

2Young2Retire offers coaching, consulting, and training to help you find that you have much more to contribute in life beyond our initial careers. 2Young2Retire’s group of coaches can help you find that encore career, volunteering opportunities, manage your finances, or even travel the world. Through an innovative combination of business performance improvement and value based leadership skills.


Veterans Administration Benefits

The Veterans Administration’s website will help you apply for and find VA care opportunities. In addition the VA’s site offers a variety of resources to guide you through your VA health and dental benefits.


Wall Street Oasis

Wall Street Oasis is a resource for active trading, investment strategy, and financial information. With thorough research and videos Wall Street Oasis is also a great financial education platform.  It has a leading online forum full of professionals discussing current trends and gives you the chance to discuss your ideas with experienced investors.


Wall Street Journal

The most popular business and financial news-paper in America. For over 126 years the Journal has helped financial and political leaders make informed desicions.  Find out what will happen tomorrow today with their fantastic web site.


Women's Institute for a Secure Retirement 

The Women’s Institute for a Secure Retirement (WISER) is committed to providing advocacy and education to help improve the long-term financial health for women. Their site features a number of resources, workshops, and partnerships to support the WISER’s goal of women’s adequate retirements.