Personal Financial Planning
WEB RESOURCES


WEB SITE

DESCRIPTION
www.aicpa.org AICPA Online is the web site of the premier national professional association for CPAs in the United States. You’ll find numerous reference resources, including the PFP Forum (a discussion group for CPAs) and articles from the Journal of Accountancy, at this site.
www.cpapfs.org The CPA/PFS Homepage, maintained by the AICPA, helps you learn more about the CPA/PFS accreditation, the AICPA, and selected financial topics. You can locate a CPA/PFS in your area, access consumer links, and use tax interest and loan calculators.
www.bls.gov The Bureau of Labor Statistics' web site offers easy access to a wealth of government data, including the Consumer Price Index.
www.ssa.gov Social Security Online is the agency's digital headquarters.
www.irs.ustreas.gov Visit this site to find an easy-to-understand daily magazine from the IRS.
www.irs.gov/forms_pubs/ The site for IRS forms and taxpayer information publications is invaluable for getting your hands on current editions of tax forms and the surprisingly useful IRS publications covering virtually all tax subjects.
sec.gov The Securities and Exchange Commission pages may turn out to be the small investor's best friend. You can access corporate financial reports as well as good information on SEC enforcement actions and current rule proposals.
www.cnnfn.com CNNfn provides a wide array of hot stories, market news, expert opinion, and resources.
www.abcnews.com Click on the business button on the ABC News home page for extensive financial news with strong international flavor.
www.businessweek.com Businessweek Online makes available the current issue, archives, and data.
www.hoovers.com Hoovers is a great source for company information, with personal and business or library memberships available, for more sophisticated research capabilities.
www.smartbiz.com Smart Business Supersite supplies lots of information relevant to small business owners, including information for personal financial planning.
www.bloomberg.com Bloomberg Online provides bond yields, stock quotes, news, and market analysis.
www.tfc.com The Financial Center is the home of "Wall Street's Market Mavens." Individuals can access analysis, links to brokerage firms that provide online trading, stock quotes, a news desk, an online bookstore, and chat rooms.
www.fundalarm.com FundAlarm is a free non-commercial website designed to help investors decide when to sell mutual funds. It includes a database of 1,000 funds and provides information on manager changes, as well as highlights and commentary.
www.kiplinger.com You can search the past four years of Kiplinger’s publications, departments, and tools on this site. There is a weekly poll, online bookstore, information on kids and money, and a financial toolbox offered at this site as well.
lipperweb.com Lipper Analytical Services offers data on both mutual funds and offshore mutual funds.
www.morningstar.net At Morningstar.net you will find articles, commentary on funds, and a chat room for investors, but you won't get the in-depth analysis and fund comparison available to Morningstar subscribers.
www.fool.com The Motley Fool is the site of irreverent investment commentators who wish to educate, amuse, and enrich their audience. While the site is designed to help readers obtain financial information and discuss ways to make investment and personal finance decisions, the Motley Fool staff stresses that the information found on their pages should only be used as a starting point for doing independent research.
www.wsdinc.com The Wall Street Directory contains financial malls that offer a variety of financial tools, software products, books, and educational audio and video cassettes for sale. There is an extensive educational listing as well as a calendar section outlining upcoming seminars, conferences, and trade shows.
investorama.com Invest-o-rama lists 6,223 investing-related sites in 70 categories from the basics of investing, to stock research and mutual fund analysis, to investing in Africa and the Middle East.
www.cbs.marketwatch.com/news/
newsroom.htx
CBS Marketwatch concentrates on company and market news. You’ll also find data and tools for managing your investments.
www.thestreet.com Primarily fee-based, The Street is packed with information for the sophisticated investor.
www.troweprice.com The site for T. Rowe Price, a big U.S. investment house, includes a quarterly newsletter and gives users the ability to download prospectuses for the firm's various mutual fund offerings. It also includes timely articles. T. Rowe's information tends to be very analytical in contrast to the sales-oriented messages at some of the sites offered by competing houses.
www.homeowners.com Rated the Best Online Mortgage Source on the Internet, The HomeOwner's Finance Center is loaded with information on home mortgages.
www.insure.com The Insurance News Network offers consumer news and advice on insurance.
www.safetnet.com SafeTnet contains the largest free directory of insurance information on the Internet.
www.ratings.com Standard & Poor's Insurance Ratings rates the financial strength of over 4,000 insurance companies worldwide.
www.bankrate.com Bank Rate Monitor offers information about rates for consumer loans, mortgages, credit cards, and checking accounts.
www.creditinfocenter.com Credit Info Center explains everything you need to know about your personal credit.
www.financenter.com Finance Center, with over 100 online calculators, helps you quickly find the information you need to make smart financial decisions independently and confidently.
www.financewise.com Finance Wise allows you to search a thorough directory exclusively of finance-related sites once you have registered, free of charge.
www.collegesavings.org The network, affiliated with the National Association of State Treasurers, is devoted to supplying information on state-sponsored prepaid college tuition programs and college savings programs. These are now offered by almost all states and represent good ways to finance future college expenses in a tax-advantaged fashion.
www.finaid.com Financial Aid Information Page offers a free, comprehensive, and independent guide to student financial aid information, including loans and aid for elementary, high school, and graduate school students.
www.nefn.com/content/needs/
retirement/retirement.cfm
New England Financial Retirement Planning Center provides a tutorial, calculators, and extensive background material on key retirement issues.
www.abanet.org/rppt The American Bar Association site is open to the public and has a variety of articles and links to estate-planning resources.
www.actec.org The American College of Trust and Estate Counsel what's-new site is a good source of information for estate planners.
www.taxresources.com Tax Resources includes tax forms, articles, resources, gateways, tax software reviews and demos, and links to other tax-related sites.

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