COLLEGE
SAVINGS

• College Board Online
College planning news, tools and resources
for parents and students.

• FinAid
Comprehensive resource for all types of financial aid programs, including scholarships.

• Upromise
A reward service that offers money for college from America’s leading
companies.
GOVERNMENT

• Internal Revenue Service
Tax forms, publications, and information.

• Social Security Administration
News and information on tax withholding, statement of earnings and benefits.

• Bureau of Public Debt
Official website to purchase
U.S. government debt securities.

• Pennsylvania
Department of Revenue
Information about Pennsylvania state income taxes.

• Pennsylvania Securities Commission
Check on any Pennsylvania Registered Investment Advisor.
PROFESSIONAL ORGANIZATIONS

· •
National Association of Tax Professionals
Professional association formed
to serve professionals who work in all areas
of tax practice.

• Financial Planning Association
The
largest membership association for the financial planning community.
INSURANCE

• Insure.com
Consumer insurance guide with
educational information and quotes from
over 300 companies. Loans & Interest Rates
LOANS
AND INTERSTS RATES
• Bankrate.com
Information and interest rates on mortgages, credit cards, auto loans,
money
market accounts, CD’s, home equity loans, and ATM and banking fees.

• Interest.com
Resource for Mortgages, Autos, Home Equity, Credit Cards, CDs and more.
FINANCIAL THEORY

• Efficient Frontier
Great website with information on modern portfolio theory, asset allocation,
and practical portfolio theory.

• Ibbotson Research
Financial market research library with articles and information about investing.
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