Valuable Websites

FinAid: The web’s most comprehensive information resource on student financial aid.

Saving for College: Joe Hurley’s renowned site has tons of detailed information on 529 plans and Coverdell education savings accounts (formerly Education IRAs).

Utah Educational Savings Plan: The Utah Education Savings Plan is one of the lowest-cost 529 plans in the country. It provides good diversification and uses Vanguard and DFA funds. It offers a variety of age-based portfolios, static portfolios, and other customized options.

Upromise: Upromise helps families easily turn current spending into savings for college.

Fidelity Investments: A discount brokerage firm for institutional and retail investors.

TD Ameritrade: A discount brokerage firm for institutional and retail investors.

Efficient Frontier: William Bernstein has created a site dealing with all aspects of modern portfolio theory, asset allocation, and practical portfolio theory.

Bureau of the Fiscal Service: The federal government’s website for managing all financial services. Consumers can learn about and purchase U.S. Treasury securities.

Internal Revenue Service: Official website of the Internal Revenue Service.

Social Security Online: The official web site for the Social Security Administration.

Insure.com: Provides competitive online quotes for numerous types of insurance products.

Smartasset.com: Smart Asset calculators for the individual investor.

Dimensional Funds Advisors: A library of information on financial theory and passively structured mutual funds.

The Vanguard Group: Provides educational information about index funds and investing.

National Association of Personal Financial Advisors: Learn about the value of fee-only financial planning.

National Association of Tax Professionals: Provides access to qualified tax professionals and a variety tax resources and research.

CFP Board of Standards: Verify information on the membership and standing of Certified Financial Planners.

Investment Advisor Search: Provides information about current and former Investment Adviser firms registered with the SEC and/or state securities regulators.