This category is reserved for sites about financial planning, which involves determining how an entity can achieve its strategic goals and objectives and takes into account the activities and resources necessary to achieve those objectives.
Recommended Resources
Website offers a calculator to help people determine how much they need to save to reach various financial retirement goals.
http://www.401kcalculator.org/
AAP are the largest buyer of endowment policies in the UK.
http://www.aap.co.uk
Comprehensive portal for financial advisors that includes a directory of financial advisors, investment Advisors, annuity experts, life insurance agents, and more.
http://www.advisorworld.com
Provides financial planning advice as well as advice on retirement options and financial planning for life events from the company's premier financial advisors. Includes products and services index, market information and research, financial calculators and tools, and an advisor finder.
http://www.ameriprise.com
Association for Financial Counseling and Planning Education
The AFCPE is a professional organization charged with promoting and enhancing the field of financial counseling and planning education, whose membership is made up of educators, military financial counselors, private practitioners, government officials and other organizations and individuals. Included here is membership information, a schedule of conferences, a description of its certification and post-certification programs, publications, a blog, and contact data.
http://www.afcpe.org/
Online database with a large collection of local and national bank rates. Site includes financial resources and a comparison of local rates.
http://www.bankingmyway.com
Benchmark Bank in Dallas, TX offers a variety of different account types to meet everyone’s needs, including commercial or personal checking, savings, and certificates of deposit. You may also choose between interest bearing or non-interest bearing accounts. We are committed to providing exceptional service, tailored to meet the financial needs of each individual. We are family owned and operated, which influences our community engagement and quality of service.
https://www.benchmarkbank.com/
Comprehensive resource for anything financial, including mergers & acquisitions, underwriting, market news and more.
http://www.bloomberg.com/
Offers a resource to help with planning business activities more effectively. The website's sample plans shows some of the world's most successful business plan proposals, including some that have won competitions.
http://www.businessplans.org
Certified Financial Planner Board of Standards
Organization that recognizes competence in financial planning displays resources for high school and college students interested in working in the field of financial planning. Also on this site is a searchable database of certified financial planners.
http://www.cfp.net
Charles Schwab Investing Articles
Providing investment services, stock trading, mutual funds, portfolio management, investment research & guidance, financial advice at Schwab.com
http://www.schwab.com/public/schwab/resource_center/expert_insight
Interdenominational ministry providing Bible-based financial principles for Christians around the world. Site includes mission statement, financial and career tools, articles, a media center, and financial freedom stories.
http://www.crown.org
Delivers personal checks and small business and financial institution solution such as fraud prevention, customer loyalty and brand building. Includes company related news and information, customer success stories, worldwide locations and recognition.
http://www.deluxe.com
The Employee Fiduciary (EF) provides low cost 401(k) retirement investment services plans to large and small businesses. The website also explains how some less reputable 401(k) providers can poorly manage your investments. You can also find other financial education resources.
http://www.employeefiduciary.com
Financial planning firm. Find information about saving for your children's post-secondary education and retirement, interest rates, identity theft and more.
http://www.ffafeeonly.com
Delivers information and solutions to financial professionals, and includes current headlines, details about annuities, retirement, and wealth management.
http://www.financial-planning.com
Financial Planning Association (FPA)
The Financial Planning Association (FPA) is a professional organization for those who provide financial planning services. The website also has advice to help planners develop their services and obtain clients. The website also has jobs for planners as well. You can also discuss professional issues in the Association's forum.
http://www.fpanet.org
The forum for those who slave away at their jobs, working toward retirement to talk about future financial plans lays out discussions about retirement plans, budgeting and cutting corners, tax planning, and general personal finance.
http://www.freethedrones.com/
Website offers information and resources on Individual Voluntary Arrangements in the UK.
http://www.iva.net
Providing comprehensive personal finance information and advice including stock quotes, mutual fund rankings, and other tools.
http://www.Kiplinger.com
Quickly compare loans using this free online calculator which automatically updates payment amounts and total interest paid whenever any variable is changed.
http://loancalculator.org/
Asset protection is our specialty. We have been protecting clients' assets from lawsuits for over 15 years with 35 years combined experience. A new law suit is filed every 30 seconds in the US. Asset protection is now a vital part of any financial planning. It can be even more important for upper middle income families since a smaller judgment can devastate a family’s lifestyle. We protect your life’s work so you and your family can relax.
http://www.lodmell.com
Provides sound advice about saving for college and retirement and investment management to families, executives, charities and retired people.
http://www.noyescapital.com
Whether its executive pensions, directors pensions or various occupational pension schemes, PensionProblems.com can help you find the right investment strategy for your retirement investments. We help clients find positive pension solutions every day by pulling together our legal, administrative and pension specialists to successfully guide clients through current pension legislation.
http://www.pensionproblems.com
Financial planning guide which helps people grow their savings through making smart financial decisions.
http://pigly.com
Full-service financial services company offering solutions for individuals, businesses and organizations. Services include individual and business insurance, annuities, institutional retirement and a wide range of investment services as well as residential real estate and commercial property financing.
http://www.prudential.com
Qrops advice and information on UK pension transfers and solutions, advising on all providers in the HMRC Qrops list, independent, impartial and unbiased advice from leading Qrops experts.
http://www.qrops.net/
Roth Individual Retirement Account
Website offers information about the benefits of investing via a Roth Individual Retirement Account, including information about the basics, opening one, and a comparison between a traditional IRA versus a Roth IRA.
http://www.rothira.com/
Offers financial planning tools to help people calculate the interest they will earn on their savings along with the amount they will need to set aside each month to afford college tuition and a comfortable retirement.
http://savingscalculator.org/
StanCorp Financial Group, Inc.
Specializing in group and individual financial security products, including retirement planning, disability, life and dental insurance, and annuities.
http://www.stancorpfinancial.com/
This website provides a wealth of advice and information for American tax payers. You can find out how the current mortgage crisis can affect your tax filing. The website also has advice on how to avoid IRS email scams and what you should do with your stimulus check.
http://taxes.about.com
Rob Valentine provides advice and analysis to help you invest your money. Read his newsletters and articles about planning for college, insurance, investing, estate planning and more.
http://www.themoneyalert.com
Company provides honest financial advice to retired Portland, OR clients.
http://www.thesecureretirementgroup.com/
Thrivent Financial for Lutherans
Faith-based membership organization providing financial services to members. Site includes financial planning information, financial tools, online banking and account management index, a chapter locator, representative finder and a community section.
http://www.thrivent.com
