Darnell Financial Planning Team
               

http://www.SLOFinancialPlanning.com/             DarnellTeam@SLOFinancialPlanning.com             805.541.4IRA (4472)

 

 


Links to other sites

 

INVESTING:

  1. www.americanfunds.com - information on American Funds
  2. www.securitybenefit.com - Security Benefit company website
  3. finance.yahoo.com - Yahoo! Finance
  4. www.sec.gov - the Securities and Exchange Commission website; check out a broker or financial planner’s record; download a fund expense calculator to see the impact of expense ratios over time
  5. www.treasurydirect.gov – information on US treasurie

GENERAL FINANCIAL INFORMATION AND NEWS:

  1. www.economist.com– world news
  2. www.quicken.com – personal finance and small business information, links, and many forms, worksheets, etc. that you can download for free
  3. www.kiplinger.com - online edition of Kiplinger’s Personal Finance Magazine; also includes a wealth of calculators, investor education, and more
  4. www.bloomberg.com - for financial news and analysis
  5. www.forbes.com – online edition of Forbes magazine

TAX - RELATED:

  1. www.irs.ustreas.gov - the IRS website; information on forms, publications, and frequently asked questions.
  2. www.cch.com - tax research and analysis
  3. www.ftb.ca.gov/index.html - California Franchise Tax Board
  4. www.ssa.gov - the official website of the Social Security Administration

COLLEGE AND FINANCIAL AID:

  1. www.salliemae.com - features calculators for estimating college costs, savings needs, and student loan payments as well as a great deal of financial aid and scholarship information.
  2. www.finaid.com - comprehensive site on all aspects of financial aid
  3. www.fastweb.com - an online search service for locating scholarships
  4. www.csac.ca.gov - California student aid commission
  5. www.collegeboard.com - the college entrance examination board; information on SAT registration, preparation along with college searches
 
The Central Coast's Financial Planning Firm