- Money Meaning & Choices Institute
- Money, Meaning and Choices Institute helps people find balance between money and time, relationships, and community.
- More than Money
- More than Money explores the impact of wealth and supports acting on one's highest values. Quarterly newsletterr
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- EARN
- Learn how to manage your money, save your money (and get your funds matched) to buy a house or start a business.
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- Greenstone Media
- Online radio community of women.
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- The Mortgage Professor
- Professor of Finance at Wharton speaks the truth about buying a mortgage. This should be mandatory reading before getting any kind of mortgage.
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- Women's Initiative
- The Women's Initiative for Self-Employment (WISE) is a fantastic organization to help women develop the skills they need to open a business. I did my first business plan here. They help women of all income levels and can also provide capital.
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- PacificLife
- Here is an excellent calculator to show the power of tax deferral over time.
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- AccuCoverage
- A good place to learn about home insurance and how much you need.
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- American Homeowners Association
- Find out here if you are paying too much in property taxes and what you can do about it.
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- Annual Credit Report
- Get your free credit report here from all three companies: Equifax, TransUnion, and Experian.
- Benefits CheckUp
- This is where you can find all the local, state, and federal programs that you qualify for.
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- Center for Economic Progress
- The Center for Economic Progress increases economic opportunities for low-income families, children, and individuals by improving access to public, private, and non-profit programs and services. Through direct services, public education, and advocacy, the Center challenges barriers facing its constituency, thus encouraging self-sufficiency and promoting economic prosperity.
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- Choose to Save
- A Web site completely devoted to financial education. It includes free savings tools such as the Ballpark E$timate® retirement planning worksheet, over 100 online calculators, brochures, savings tips, links to related resources, and other tools to help individuals and their family manage their finances. Visitors can also view and listen to the PSAs from the Web site.
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- Circle Lending
- CircleLending is a specialty loan administration company based in Waltham, Massachusetts. The company manages “person to person” loans and mortgages between relatives, friends and other private parties.
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- Craft Revolution
- Craft Revolution produces an interactive, intelligent, high-quality editorial website that both educates the public and helps crafters and buyers connect through discussion, shared resources, and a mutual appreciation of true craftsmanship.
E Business Tutor- Web site promotion resources and training for small business and home-based business.
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- Military Money
- InCharge® Education Foundation developed Military Money® to provide an authoritative financial resource for military families and help ensure the fighting readiness of America’s armed forces by enhancing their financial readiness to make informed decisions in their everyday lives.
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- Family Matters
- We provide professional personal representative and executor estate services, family transition planning and senior housing transitions.
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- Financial Calculators
- 300 Financial calculators you can use with graphs, colors, and reports.
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- Home Buying Guides
- A set of four consumer-focused guides to various stages of the home buying process. Developed by Fannie Mae Foundation, these guides deliver practical, specific and concise information in a user-friendly format.
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- Health Savings Accounts
- A basic overview of HSAs. What are HSAs, how HSAs can benefit you, and HSA guidelines.
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- ITN America
- A model for dignified transportation for seniors.
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- Kids Contracts
- KidsContracts are very simple to use, fill-in-the-blank, agreements which cover a wide variety of important health, safety, social and educational issues.
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- National Endowment for Financial Education
- The National Endowment for Financial Education® (NEFE®) is a non-profit 501 (c) (3) foundation dedicated to helping all Americans acquire the information and gain the skills necessary to take control of their personal finances. NEFE accomplishes its mission primarily by partnering with other concerned organizations to provide financial education to members of the public—in particular, to underserved individuals whose financial education issues are not being addressed by others.
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- Path to Investing
- Welcome to your source for objective and practical financial information.
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- Fee-only Annuities
- Learn about the high fess on annuities and learn about Jefferson National's fee based variable annuity here.
- Index Universe
- Find out about all the new indexes that are out there. There is a lot and a lot more coming.
- EHealthInsurance
- You can find our about and buy health, dental and vison here plus HSAs. You cannot be denied coverage in these states- New York, New Jersey, Maine and Massachusetts.
- Mortgage Loan
- You can find a lot of calculators here but beware that a lot of the information provided comes from mortgage brokers not independent data.
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- September 2006
- Navigating Interest Rates, Inflation and the Economy
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- November 2006
- Tax Deferral = Tax Savings = Great Return
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- December 2006
- Holiday Survival Tips
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- January 8, 2007
- A Toast to You!
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- January 19 2007
- Free Financial Advice on January 26th!
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- February 2007
- Meaningless Total Returns and March 3 Workshop
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- March 2007
- Leaving Money on the Table
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- April 2007
- Behavior and Your Finances
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- May 2007
- We All Owe
- June 2007
- Mutual Fund History
- July 2007
- Home or Investment?
- August 2007
- Fees do Matter
- September 2007
- Time and Training Needed
- October 2007
- Tax Harvest Time
- November 2007
- Terrible Time or Best Time?
- December 2007
- Changes in Charitable Contributions
- January 2008
- 2007 Total Returns-What's Yours?
- January 15 2008
- Panic and Sell, or Hold?
- February 2008
- Portfolios Include Cash
- February 15 2008
- When to Pay Off Mortgage?
- March 2008
- Black Death of a Financial Plan
- March 15 2008
- How to Keep Track of it All
- April 2008
- Losing Money and Loving it!
- April 15 2008
- Lending to Each Other
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