Resources
Websites, calculators, and links to help you with financial planning.
CREDIT REPORTING
Credit Reporting Company’s – Notification of Death
CREDIT CARDS
Credit Cards – Find the right one
How To Get a Good Credit Score
EDUCATION
The Ultimate College List Builder searches over 1,400 colleges.
The CollegeBuddy shows 48 majors with the jobs that they lead to, and the salaries for those jobs.
College Graduation Probability Program
The CareerBuddy helps to show how a student’s competencies should be applied to an education and career track.
The College Admissions Probability provides you with the probability of being accepted to the colleges of your choice, and your expected family contribution.
The ETC College Rankings Index ranks colleges on their ability to improve the earnings and employability of their students.
College Business Plan will build a business plan with you, inclusive of the most relevant financial data.
High School Counselors College Planner addresses the needs of college bound students.
Search College Consultants provide information for preparing college applications, and identify ways to save money on tuition and fees.
2 Year College Calculator provides the salary outcomes from 2-year colleges.
College Board – Scholarship Search
Money Management Guide for College Students
Sallie Mae – Grants for College
College Savings Guide for Students and Parents
Transitioning from College to Career: A Guide for New Grads
ESTATE & RETIREMENT PLANNING
IRA Minimum Distributions Table
FINANCE
Asset Protection Laws, State-by-State
Bank Deals, Money Market Accounts, etc.
Finviz – Financial Visualization
Millennial Trust – Custody Solutions
Morning Star – Investment Research
Roth IRA Converter Calendar Calculator
Vanguard Group – Investment Advisor
FINANCIAL HABITS
Dollars and Sense: How We Misthink Money and How to Spend Smarter
Happy Money: The Science of Happier Spending
Conscious Finance: Uncover Your Hidden Money Beliefs and Transform the Role of Money in Your Life
Mind Over Money: The Psychology of Money and How to Use It Better
Financial Recovery: Developing a Healthy Relationship with Money
Scarcity: Why Having Too Little Means So Much
Financial Planning 3.0: Evolving Our Relationships with Money
Willpower: Rediscovering the Greatest Human Strength
Pre-Suasion: A Revolutionary Way to Influence and Persuade
Smarter Faster Better: The Secrets of Being Productive
Switch: How to Change Things When Change is Hard
Facilitating Financial Health: Tools for Financial Planners, Coaches, and Therapists
The Small Big: Small Changes That Spark Big Influence
Instant Influence: How to Get Anyone to Do Anything
How to Give Financial Advice to Couples
Intentional Wealth: How Families Build Legacies of Stewardship and Financial Health
Money Harmony: A Road Map for Individuals and Couples
Predictably Irrational: The Hidden Forces that Shape Our Decisions
Payoff: The Hidden Logic That Shapes Our Motivation
Sudden Money: Managing a Financial Windfall
The Wisest One in the Room: How to Harness Psychology’s Most Powerful Insights
Decisive: How to Make Better Choices in Life and Work
Willful Blindness: Why We Ignore the Obvious at Our Peril
HEALTH
DocuBank – 24/7 access to your medical data
Elder Abuse Mandatory Reporting
Geriatric Assessment Management & Solutions
INSURANCE
Health Savings Accounts (HSAs)
Marsh Insurance and Risk Management
ReliaQuote calculator helps estimate life insurance needs
QuickQuote Life Insurance Quotes
MARKETS
Artemis – Bermudan Reinsurance News
CoinMarketCap – Crytopcurrencies Market Cap Data
RBC Richardson: Barr Domestic Petroleum Equities and Price Data
PHILANTHROPY
Council on Foundations – Community Foundation Locator
Foundation Source – Services for private foundations
GuideStar – Connecting donors and grant makers to non-profits
Health Care Estimator | Vanguard
Schwab Charitable – Donor Advised Funds
RETIREMENT & ESTATE PLANNING
SAVING MONEY
TAXES
Tax Equivalent Yield Calculator
MISCELLANEOUS
Crunchbase – Venture Capital and Start-up Funding
