Know Your Source

Through the internet, we have a virtually unlimited supply of "information" about financial planning and investing. But, how much of it can you trust?

We have found that literally any position can be supported by "evidence" gleaned from internet sources. As a result, the information is contradictory (sometimes within one site!) and confusing. We carefully review the resources that we make available for accuracy, balance, and correct information. And, while we can't endorse or guarantee this information (because we don't control it), we have a reasonable level of confidence in any of the materials we share.

Make sure that you are getting your investment information from a third party you can trust.

Web Resources

College Planning

FAFSA: Free Application for Federal Student Aid
Step-by-step application assistance, including information on deadlines, funding opportunities and more.
SavingForCollege.com
Gather information on 529 Plans (tax advantage accounts run by states and institutions), Coverdell Education Savings Accounts (ESAs; formerly Education IRAs), college planning resources and a list of professionals specializing in this investment area.

Consumer Issues

Green America's Shareholder Activism
Education, resources, news and action items on shareholder rights and advocacy issues, especially relating to corporate investors.

Eldercare Information

Colorado Association of Homes and Services for the Aging
A non-profit organization representing providers of housing, healthcare and community-based service options for Colorado's seniors.
Eldercare Locator from the US Administration on Aging
Provides toll-free and on-line resources for identifying local services for seniors.
Family Caregiver Alliance National Center on Caregiving
FCA provides a public voice for caregivers of those with chronic, disabling health conditions through information, education, services, research and advocacy.
National Association of Professional Geriatric Care Managers
A non-profit advancing the dignified care of the elderly and their families; find care managers, resources and related news.

Estate Planning

Who Gets Grandma's Yellow Pie Plate?
Improving family decision making about and reducing conflict over the very real challenges of passing on meaningful objects through education and research.

Health

Kaiser Family Foundation
A non-profit focusing on major health care issues in the U.S., the Foundation serves as an independent voice and source of facts and analysis.

Insurance

National Association of Insurance Commissioners
This organization of insurance regulators offers information to consumers on a broad range of insurance topics, including alerts, fraud protection, understanding insurance and more.

Mutual Funds

Fund Democracy
Updates, news, and background on shareholder rights and advocacy for owners of mutual fund shares.
Morningstar
Broad information, ratings and news on mutual funds.

Retirement

LivingTo100.com
Based on the book of the same name, this site offers a fun and informative look at the factors that affect your lifespan—including a lifespan calculator!
Social Security Administration
A vast resource of information, services, forms and more.

Tax Information

Internal Revenue Service
If it relates to federal tax issues—including filing—you will find it here.

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