Valuable Websites
COLLEGE FUNDING
FinAid: The web’s most comprehensive information resource on student financial aid.
Saving for College: Joe Hurley’s renowned site has tons of detailed information on 529 plans and Coverdell education savings accounts (formerly Education IRAs).
Utah Educational Savings Plan: The Utah Education Savings Plan is one of the lowest-cost 529 plans in the country. It provides good diversification and uses Vanguard and DFA funds. It offers a variety of age-based portfolios, static portfolios, and other customized options.
Upromise: Upromise helps families easily turn current spending into savings for college.
DISCOUNT BROKERAGE FIRMS
Fidelity Investments: A discount brokerage firm for institutional and retail investors.
TD Ameritrade: A discount brokerage firm for institutional and retail investors.
FINANCIAL THEORY AND INVESTING
Efficient Frontier: William Bernstein has created a site dealing with all aspects of modern portfolio theory, asset allocation, and practical portfolio theory.
GOVERNMENT
Bureau of the Fiscal Service: The federal government’s website for managing all financial services. Consumers can learn about and purchase U.S. Treasury securities.
Internal Revenue Service: Official website of the Internal Revenue Service.
Social Security Online: The official web site for the Social Security Administration.
MISCELLANEOUS
Insure.com: Provides competitive online quotes for numerous types of insurance products.
Smartasset.com: Smart Asset calculators for the individual investor.
MUTUAL FUND COMPANIES
Dimensional Funds Advisors: A library of information on financial theory and passively structured mutual funds.
The Vanguard Group: Provides educational information about index funds and investing.
PROFESSIONAL ORGANIZATIONS
National Association of Personal Financial Advisors: Learn about the value of fee-only financial planning.
National Association of Tax Professionals: Provides access to qualified tax professionals and a variety tax resources and research.
REGULATORS
CFP Board of Standards: Verify information on the membership and standing of Certified Financial Planners.
Investment Advisor Search: Provides information about current and former Investment Adviser firms registered with the SEC and/or state securities regulators.
