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Tax, IRA and Social Security Info

A fine blog discussing income taxes, Social Security benefits and retirement accounts, including IRAs: http://financialducksinarow.com/


FiGuide.com – Unbiased Investment and Personal Finance Information


Sponsored by the National Association of Personal Financial Advisors, this site provides articles, written primarily by Certified Financial Planners, about family finances, education financing, IRAs and retirement plans, taxes, stocks and bonds and more.


Sparkpoint Marin – hub for Financial Education and Services

Sparkpoint Marin

Sparkpoint is a United-Way sponsored one-stop shop for financial advice and counseling, located in central San Rafael   Classes have recently been scheduled for  various Thursdays 1/12/12 through 5/31/12. You must register in advance for classes. For more information see


Financial Self-Defense: Choosing a Financial Advisor

From the CFP Board, (www.cfpboard.org) important tips to help the public:

  • Identify common “red flags” that signal an unethical or unqualified financial advisor,
  • Learn what they can do to protect themselves,
  • Take the steps required to select a qualified financial advisor, and
  • Feel empowered when making financial decisions with the help of an advisor.

See http://www.cfp.net/learn/FinancialSelfDefense/welcome.asp

Investment Advice at myfinancialadvice.com

Get personalized unbiased answers to your financial questions.
Connect directly to independent prescreened financial advisors by
phone and e-mail. Receive expert advice for a pre-quoted flat fee.
It’s easy, there’s never sales pressure and you’re always in control.

See www.myfinancialadvice.com

Mymoney.gov — Many Free Financial Education Resources

Sponsored by the U.S. Financial Literacy and Education Commission, http://www.mymoney.gov provides a broad array of information about home finance, credit and credit cards, scams, investing, self-employment and other financial subjects.

Bob Goldman Financial Planning

Bob Goldman Financial Planning provides hourly, as-needed financial planning and investment advice. Unlike many financial advisors, we do not sell stocks, annuities or insurance policies, nor do we manage client investments. Therefore, we do not receive commissions or fees for management services or sales. This enables us to be 100% objective. And in difficult economic times like these, an objective view of your current financial situation may be exactly what you need most. See www.bgplanning.com.

Stoffer Wealth Advisors

Jeffrey Stoffer CFA, CFP, is a Principal of Stoffer Wealth Advisors, an investment management and financial planning firm serving the San Francisco Bay Area. See www.stofferwealthadvisors.com

Retirement Planning Workbook from the U.S. Dept. of Labor

Here is a fine workbook to help you plan for retirement:


Basics of Saving and Investing

From the U.S. Financial Literacy and Education Commission, here is a comprehensive resource about saving, investing, basic economics, interest rates and related subjects: http://www.socialsecurity.gov/pubs/10035.html