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Tax, IRA and Social Security Info

Stan — Fri, 23 Nov 2012 16:46:27 +0000

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

Stan — Fri, 22 Jun 2012 19:38:57 +0000

http://www.figuide.com/about-us

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

Stan — Fri, 23 Dec 2011 19:00:26 +0000

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

http://sparkpointcenters.org/marin-center

Financial Self-Defense: Choosing a Financial Advisor

Stan — Mon, 27 Sep 2010 00:13:08 +0000

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 [...]

Investment Advice at myfinancialadvice.com

Stan — Thu, 29 Apr 2010 15:04:24 +0000

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

Stan — Tue, 23 Feb 2010 22:12:14 +0000

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

Stan — Thu, 14 Jan 2010 14:30:44 +0000

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 [...]

Stoffer Wealth Advisors

Stan — Tue, 15 Dec 2009 19:32:27 +0000

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

Stan — Sat, 01 Aug 2009 22:21:41 +0000

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

http://www.dol.gov/ebsa/pdf/nearretirement.pdf

Basics of Saving and Investing

Stan — Fri, 31 Jul 2009 22:38:35 +0000

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