Financial Links & Resources

Financial Links & Resources

These are links to websites that I find particularly useful and which I recommend whole-heartedly. I have absolutely no
financial connection with any of the websites listed here.

  • CREDIT & DEBT

    Americans have more than $1 trillion in credit card debt, at an average annual rate of 14.9%, although many card users pay rates of 29 percent or higher!

  • PAYING FOR COLLEGE

    Here are sites that will help you understand the process of student loans, compare aid awards when they arrive, and then help you with repayment when you graduate.

  • RESOURCES FOR SENIORS

    Seniors have their own special issues – ranging from the cost of long term care to senior housing and benefits programs. Here are some places to turn for help.

  • SMART INVESTING

    There’s so much information online and so many sales people trying to “help” you make decisions. You owe it to yourself to understand the basics.

  • LIFE INSURANCE

    When it comes to life insurance, you’ll want to know what type (cash value or term), how much coverage (or whether you need life insurance at all), and how to get the best deal.

  • FINANCIAL ORGANIZATION

    You can’t get ahead if you aren’t organized! You’ll never reach your goals if you don’t know where you are – and where all your accounts are located.

  • HEALTH INSURANCE

    Health insurance is a moving target these days. Government programs are changing, Starting in 2019 there will no longer be a penalty for not having insurance.

  • MEDICARE & SS

    The greatest challenge in financial planning is making the most of the benefits you earned by paying in to Social Security and Medicare.

  • GETTING TRUSTED ADVICE

    You’ve saved for retirement all your life – and now you have some money to manage!

  • RETIREMENT PLANNING

    Retirement is the great challenge for a generation that doesn’t get a lifetime pension.

  • HOUSING / MORTGAGES

    Your home is likely to be the largest single purchase you make in your lifetime.

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