Insurance

  1. Insure.com - online source for insurance quotes

Retirement

Miscellaneous

  1. NOLO - Law for All
  2. Campbell R. Harvey's Hypertextual Finance Glossary
  3. Bank Rate Monitor – Compare mortgage, credit card and savings interest rates
  4. Eloan– Compare loans and get quotes

Professional Organizations

  1. NAEA – National Association of Enrolled Agents
  2. Cambridge Advisors – Alliance of fee-only financial advisors using the Cambridge System which I co-founded
  3. NAPFA – National Association of Personal Financial Advisors

Helpful links.

Goals

Cash Flow

  1. Mvelopes Personal – an online budgeting system
  2. Making a Budget - Top 10 things to know
  3. Spending Guidelines

Calculators

  1. Consumer Calculators

Organizers

  1. HOMEFILE™

College Planning

  1. California Scholarshare
  2. Collegeboard

Tax Information

  1. Tax Analysts – Hourly Updates on tax legislation
  2. Internal Revenue Service – Tax Information

Estate Planning

  1. Nolo Press "Everyday law for Everyday People"
  2. Ethical Will Preserving Your Legacy of Values
  3. The Legacy Center

Investment

  1. Dimensional Fund Advisors – my favorite mutual fund family
  2. Information on index funds
  3. Securities Exchange Commission – find out the cost of investing in mutual funds
  4. Big Charts - information on stocks and mutual funds
  5. Morningstar – information on mutual funds

Integrating your money and your life.