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Jump to: Financial Planning and Investment Help for Advisors/Managers Resources for Advisors/Managers: Books, Publications, Speakers, and Audio Programs Great Sites that Didn't Fit into the Above Categories!
Financial Planning and Investment Help for Advisors/Managers
American Association of Individual Investors (AAII): A Great Resource! American Association of Retired Persons (AARP) American Stock Exchange: Information on Exchange Traded Funds and More! Bloomberg: Financial News Bodilly CPAs & Consultants, LLP: Tax Help for Small Businesses Bramson, Todd: Financial Planning Services Bureau of Economic Analysis: Economic Data Credit Reports – Free, once per year Credit Reports – More Comprehensive ($30) College Education Planning: The 529 Plan Resource College Education Planning: Start Here! Economics: Financial and Industry Data Exchange Traded Funds: Start Here for Comprehensive Information Federal Reserve: News, Information and Articles on Monetary Policy Federal Reserve System Online: Economic Perspectives Federal Tax Estimator: Basic GAMA International 401k Resource Center: A Comprehensive Site Identity Theft: Federal Trade Commission's National Resource for Identity Theft Interest Rates: Data and Education Internal Revenue Service Home Page IRS Withholding CalculatorInvesting Education: For Beginners and Experienced Traders Life Insurance: Straight Forward Information Longterm Care Insurance: Good Explaination of Topic Million Dollar Round Table (MDRT) Morningstar: Comprehensive Mutual Fund Research and Data Mortgage and Interest Rate Histories Moving and Relocating: Compare the Cost of Living of Various Cities... & More NASDAQ: A Comprehensive Resource for Investors National Association of Insurance Commissioners: State Regulators North Star Resource Group: A Comprehensive Financial Planning Company Oarsman Capital, Inc.: Need Help Managing Your Stock Portfolio? Savings Bonds: Everything You Need to Know Social Security Home Page Stock Charts: Free "Real-Time" Charts of Stocks, Indexes and ETF's Stock Information: Earnings and Estimates Yahoo Finance: Free Basic Investment Tools and Information Wisconsin Retirement System (WRS) Benefit Calculator World Fact Book: Information on Every Country Yahoo Finance: News Stories and much more
Resources for Advisors/Managers: Books, Publications, Speakers, and Audio Programs
Al "The Inspiration" Duncan: Great Motivational Speaker Aspatore Books: Published Real Life Financial Planning Book Series Business Week Online: General Business Publication Kevin Hogan: The Communication Expert Nick Murray: I Highly Recommend Subscribing to this Service Robert Ian's Business Theater: Motivation and Magic Presentations Instant Audio: Your Talking Website Medical Economics Magazine: Financial Planning Publication for Physicians Tonya Reiman: Body language Expert & Speaker
Great Websites that Didn’t Fit into the Above Categories!
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