Resource Center
fi360 - Accredited Investment Fiduciary Licensing Organization
fi360 – AIF Code of Ethics
fi360 – AIF Prudent Practices
fi360 – The Benefits of Choosing an Accredited Investment Fiduciary
Certified Financial Planner Board of Standards
CFP Board – Case for the Regulation of Financial Planners
CFP Board – CFP Code of Ethics and Professional Responsibility
CFP Board – Financial Planning Resources, Publications
CFP Board – Let’ts Make a Plan
CFP Board – Resources for Seniors
CFP Board – RIA Stands For You
Grossman Financial Management
Now Available on Amazon.com … Personal Financial Planning – By the Numbers: User Manual to the Personal Financial Calculating Program™
Click the book icon to go to Amazon.com.
To download the free software, click here.
Consumer Federation of America
CFA – Investment Professionals
Consumer Financial Protection Bureau
CFPB – Consumer Advisory: 3 Things To Keep Your Retirement Plan On Track
CFPB – Financial protection for older Americans
CFPB – Information for service members
CFPB – Managing Someone Else’s Money
CFPB – Students and young Americans
Social Security Administration
SSA – Benefits Planner: Your Future Benefits
SSA – Government Pension Offset
SSA – Life Expectancy Calculator
SSA – Request for Social Security Statement
SSA – Retirement Age Calculator
SSA – Retirement Planner: Benefits for You as a Spouse
SSA – Social Security Survivors Benefits
SSA – Windfall Elimination Provision
California Department of Business Oversight
CDBO – Broker-Dealer and SEC Investment Advisers: Laws & Rules
CDBO – Check out your Investment Adviser!
Securities & Exchange Commission
SEC – 529 College Savings Plan Expense Calculator
SEC – Ballpark Estimate Retirement Calculator
SEC – Check Out Brokers and Investment Advisers
SEC – College Savings Calculator
SEC – Library of Congress Report: Behavioral Patterns of U.S. Investors
SEC – Mutual Fund Breakpoint Search Tool
SEC – Mutual Fund Cost Calculators
SEC – Other Investor Education Sites
Financial Industry Regulatory Authority (FINRA)
FINRA – Choosing Investments—Overview
FINRA – Smart Investing, Getting Started
FINRA – What You Need to Know About Mutual Fund Fees
Department of Labor
DOL – Consumer Information on Retirement Plans
DOL – Employee Benefits Security Administration
DOL – Fiduciary Education Campaign
DOL – Lifetime Income Calculator
DOL – Are Your Retirement Savings at Risk?
DOL – Retirement Savings Toolkit
DOL – Saving Matters, For Employees
DOL – Saving Matters, For Employers