Valuable Websites
College Funding | Discount Brokerage Firms | Financial Theory and Investing
Government | Miscellaneous | Mutual Fund Companies
Professional Organizations | Regulators
College Funding
FinAid: The web’s most comprehensive collection of information about student financial aid.
Saving for College: Joe Hurley’s renowned site that has tons of detailed information on 529 plans & Coverdell education savings accounts (formerly known as 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 it uses Vanguard funds. It offers 4 age-based portfolios, 6 static portfolios, and customized options as well.
Smart529 Select: The Smart 529 Select plan is the only 529 plan that uses all DFA funds. This college savings plans provides the best level of diversification compared with other 529 plans, and the fees are very low. Also, you have the choice of using age-based portfolios or static portfolios.
Upromise: Upromise makes it easy for families to turn current spending into savings for college.
Discount Brokerage Firms
TD Ameritrade: A discount brokerage firm for individual investors.
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. The myRA saving program is explained in detail.
Internal Revenue Service: Official website of the Internal Revenue Service.
Pennsylvania Department of Revenue: Provides information about Pennsylvania state income taxes for individuals and businesses.
Social Security OnlineThe official web site for the Social Security Administration.
Insure.com: Provides competitive online quotes for numerous types of insurance products.
Tax and Accounting Sites Directory: A great tax directory that contains links to state tax sites, tax forms, tax news, and other information.
Dimensional Funds Advisors: Contains 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
Financial Planning Association: Learn about the largest membership association for the financial planning community.
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.
Nevada Secretary of State Securities Division: Check on the disciplinary history of any Nevada Registered Investment Advisor.
Pennsylvania Securities Commission: Check on the disciplinary history of any Pennsylvania Registered Investment Advisor.
