| PERSONAL
FINANCIAL PLANNING SITES |
www.ihatefinancialplanning.com
Dont let the URL
fool you. Whether they love or hate
financial planning, PFP professionals and
clients can find useful information at
this Web site. Visitors can register for
free to access articles, checklists and
interactive forms on topics such as
annuities, asset allocation, budgeting,
estate planning and IRAs. Members also
can find financial calculators, weekly
tips and a guide to decoding financial
jargon.
www.msfinancialsavvy.com
This site bills itself as
a womans one stop on the Web
for business, finance and careers,
and with its many links to investment
information, visitors can believe it. It
includes links to glossaries and
tutorials on how to find stock quotes, as
well as a message board so registered
users can create what the site calls an
investment club forum where
either new, intermediate or advanced
investors can post questions about and
get replies to their clubs
investment concerns.
www.planningforretirement.com
Interested parties can
find personal financial planning and
retirement strategy information, as well
as a daily tip and links to similar Web
sites here. Users also will want to check
out the article database. Titles include
How to Create an Emergency
Fund, Do You Know How to
Manage Stock Market Volatility? and
Money Management for
Newlyweds.
www.wealtheffect.com
This site tackles topics
including insurance, investing, loans and
taxes with articles such as
StocksFrom Start to
Finish, Enron Goes
Hollywood and Understanding
Insurance. Visitors also can access
budgeting spreadsheets, financial
planning calculators and investor
worksheets.
www.mutual-funds.com
School is in session, at
least for those who want to learn more
about mutual funds. This Web
sitethe electronic version of Mutual
Funds magazinefeatures
sections such as Money 101: Investing
Mutual Funds, which links to tutorials on
Money magazines site,
www.money.com, on asset allocation,
investing basics and estate planning. The
Expert Advice area discusses specific
investment topics in a Q&A format.
Users also can register for the free
weekly e-mail newsletter, Hotline.
www.fundemail.com
Visitors can subscribe
here for free to two e-mailed
newsletters. One of them, Manager
Insight, includes interviews with
fund managers, and Fund Launch Alert offers
news on recent fund launches. Users also
can research archived newsletters on the
site.
www.msfiscallyfit.com
No, this isnt a Web
site for beauty contestants with
attractive portfolios, as the URL may
imply: Its a site for women in
business to get advice on smart
investing. Visitors can find links to
articles such as Establish a Strong
Image Through Branding, as well as
a lengthy section on mutual funds
from getting started through
actively investing.
www.brill.com
Brills Mutual Funds
Interactive Web site has a plethora of
fund information that investment advisers
and their clients can benefit from,
including the News Headlines section,
with links to timely topical articles. In
the Experts Corner, professionals
offer market analysis, opinions and
mutual fund recommendations. This site
also offers a glossary of mutual fund
terms and, for lighter fare, an investor
crossword puzzle.
www.estateattorney.com
Pennsylvania attorney
Robert Clofines elder law and
estate planning site gives interested Web
surfers articles such as Life
Insurance & Estate Taxes,
Living Trust Myths and Reducing
Federal Estate Taxes. Users also
can link to other related Web sites (see
below) including www.elder-law.com.
www.estateplanninglinks.com
Do you know the
difference between an inheritance tax and
an estate tax? Who gets your property if
you die without a will? You can find the
answers to these and other estate
planning questions at this URL. In
addition to offering estate planners
information (articles and glossaries) and
resources (calculators and software
downloads), CPAs can click on links to
estate-tax-law information and federal
agencies.
| RETIREMENT
PLANNING SITES |
www.401khelpcenter.com
Describing itself as
Your 401(k) Portal to the Web,
this site offers a broad array of
resources and services such as
calculations, discussion forums, 401(k)
news and survey data. Sections include
General Topics, Intelligence Digest and
Legal Actions and Issues.
www.ssa.gov/women
The Social Security
Online for Women Web page provides a
central location for accessing basic
Social Security information about
retirement, survivors, disability and
supplemental security income. Topics
include Beneficiary, Bride, Caregiver,
Divorced Spouse, New Mother, Working
Woman and Widow, and visitors can link to
fact sheets with pertinent statistics and
survey results, as well as get the URLs
to other government agencies.
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