Wealth

Resource List

• *Wealthtrack.com | Wealthtrack Youtube channel ~ Television program devoted to long-term diversified investing in all of the investments people care about
• AAII ~ American Association of Individual Investors
• “Accredited Investor” Net Worth Standard | SEC.gov
• Annual Credit Report.com ~ The only source for your free credit reports. Authorized by Federal law.
  • Identity theft basics – Annual Credit Report.com
  • Frequently asked questions ~ Where can I find out more about credit, credit reports and scores, repairing my credit scores, and protecting myself against credit fraud and identify theft?
  • IdentityTheft.gov ~ Report identity theft and get a recovery plan
• BBB Wise Giving Alliance
• Blogs
  • Clark Howard ~ Practical ways to save more, spend less and avoid getting ripped off
  • Financial Page – A Bogleheads® blog
    • Bogleheads ~ Investing Advice and Info
    • Bogleheads® personal finance planning start-up kit
    • Bogleheads Wiki
  • Frugal Living ~ Living smarter, so that you can afford to live the life that you want to live
  • Making Sense Of Cents ~ Earn more. Save more. Live more
  • MintLife Blog – Personal Finance News & Advice
  • Money Talks News ~ Stories that offer specific advice on saving more, spending less, investing, and avoiding debt
  • QuickBooks Blog (intuit.com) ~ Small Business Tips, Ideas, and Resources
  • RamseySolutions.com ~ Best Personal Finance Blog
• Broker Check ~ Free tool to research the background and experience of financial brokers, advisers and firms
• Budgeting
  • 50/30/20 Budget Calculator ~ NerdWallet
• • Cost of Living Calculator + Tips to Negotiate It – MintLife Blog (intuit.com)
• • Cost of Living Calculator | City and Salary Comparison Tool – NerdWallet
  • CouponCabin Coupons: ~ Coupon Codes & Printable Coupons
  • Make a Budget worksheet (Consumer.gov pdf)
  • Make a Budget Worksheet with Reference Links (xlsx)
  • Household budgeting – Bogleheads
  • Household Budget Planner Spreadsheet ~ Create budget for your family
  • How much am I spending? ~ Use this calculator to help you recall and itemize your living expenses
• CAREER / Earn
  • Glassdoor Job Search | You deserve a job that loves you back
  • Payscale – Salary Comparison, Salary Survey, Search Wages
  • Salary.com – Salary Calculator, Salary Comparison, Compensation Data
  • Sidehusl.com ~ Researches, reviews and rates more than 450 online platforms that allow you to make money on the side
  • TaskRabbit ~ Register as a Tasker
• Calculate Your Cost of Commuting
• Consumer Financial Protection Bureau ~ U.S. government agency that makes sure banks, lenders, and other financial companies treat you fairly
• Consumer Price Index (Inflation rate)
• CPI Inflation Calculator
• Definition: Limit Order
• Definition: Trailing stop
  • How to Use Trailing Stops
  • Examining Different Trailing Stop Techniques
• Designation Check ~ Find a financial professional
• DollarGeek ~ Make Your Dollar Go Further
• Exchange Traded Fund (ETF): What an ETF Is and How to Buy Them (investopedia.com)
  • Building an All-ETF Portfolio (investopedia.com)
  • Cheapest ETF Portfolio | agg, iefa, iemg, itot, iyr
  • ETFs – Bloomberg
  • ETF Edge (cnbc.com)
  • ETF trading tips | Fidelity
  • ETF Wrap – MarketWatch
  • Exchange-Traded Funds For Dummies Cheat Sheet – dummies
  • Generating Income in Retirement Using ETFs (investopedia.com)
  • How To Pick The Best ETF (investopedia.com)
  • Benefits of a Covered Call ETF ~ xyld, qyld (investopedia.com)
  • Three-fund portfolio ~ (Bogleheads) Using etf’s: itot, ixus, agg
• Fidelity learning center
• Financial calculators ~ Savings, retirement, investing, mortgage, tax, credit, affordability (MotleyFool)
• Financial news: Bloomberg | CNBC | Fox | Google | MSN | Newsmax | Yahoo
• FIRE movement (Wikipedia)
  • What Is Financial Independence, Retire Early (FIRE)? (Investopedia)
  • What Is the F.I.R.E. Movement? (Ramsey)
• Free File ~ Do Your Federal Taxes for Free (IRS)
• Google Product Search (shopping)
• HumbleDollar ~
• IAPD ~ Investment Adviser Public Disclosure website
• Inflation Calculator ~ Calculates the equivalent value of the U.S. dollar in any year from 1914 to current year
• Insurance ~ Policygenius: Compare Free Quotes & Buy Insurance Online
• Investopedia ~ Source of financial content ranging from market news to retirement strategies, investing education to insights from advisors
• Investor.gov ~ Online resource to help you make sound investment decisions and avoid fraud
• Kiplinger ~ Personal Finance News, Investing Advice, Business Forecasts
• Marketwatch ~ A hub for markets news and investing ideas
• Medicare.gov
• ModestNeeds ~ Provide short-term financial assistance to individuals and families in temporary crisis
• Money Coach – Credible
• Money Essentials ~ A guide to gaining control of your financial life
• MyCentriq ~ The All-In-One Home Management App
• NASAA ~ Securities regulators in the United States, Canada and Mexico
• Nightly Business Report | NBR Youtube channel
• Personal Finance Articles – dummies
• Quick EFC – Finaid ~ Quick EFC calculator is an approximation of the Federal EFC figure that is calculated when you file the FAFSA form
  • Student Aid Index Is the Recalculated Expected Family Contribution (investopedia.com)
  • What is my Expected Family Contribution (EFC)? | Federal Student Aid
  • What is EFC, or Expected Family Contribution? – NerdWallet
  • What is the Expected Family Contribution (EFC)? – Savingforcollege.com
  • What Is the CSS Profile? (investopedia.com)
  • Find Scholarships for College for FREE | Fastweb
  • Calculate Your Cost – BigFuture | College Board
• Real World Playbook ~ ios only app to access content
• Rule of 72 Definition
• Secured Credit Cards (Creditkarma)
• SmartAsset.com ~ Empowering You to Make Smart Financial Decisions
• s.m.a.r.t. Goals | Applying SMART Goals to Personal Finance – The Simple Dollar
• Sound Investing Newsletter
• SSA Retirement Estimator ~ Estimates based on your actual Social Security earnings record
• Stock Screener-MSN Money (Bargain stocks)
• SHOPPING
  • Edmunds | New Cars, Used Cars, Car Reviews and Pricing
  • TruCar ~ Research new car prices
  • Buying a Used Car From a Dealer | Consumer Advice (ftc.gov)
    • How to Buy a Used Car in 10 Steps – Kelley Blue Book (kbb.com)
• Stopping Unsolicited Mail, Phone Calls, and Email (FTC)
• The Way to Wealth eBook by Benjamin Franklin  from The Project Gutenberg | About The Way to Wealth
• The Wealth of Nations – Adam Smith (Kindle)
• U.S. National Debt Clock : Real Time
• U.S. Securities and Exchange Commission ~ Information About Registered Investment Advisers
• Yahoo Personal Finance
• Zillow ~ Real Estate, Apartments, Mortgages & Home Values