Investor Resources

Financial Aid calculator – Estimate the amount and type of college financial aid you may be eligible to receive.
CFA Institute - An investment focused group of which Jim and Dean are members.
Certified Financial Planner – Jim and John have this financial planning designation.
National Association of Personal Financial Planners -The main fee-only financial planning organization. Jim and John are members.
Dimensional Fund Advisors – The company that manages most of the mutual funds we use.
Vanguard Group – Another company that manages mutual funds we use.
Social Security – The official web site where you can learn about or start Social Security benefits.
Medicare – A great resource for help in understanding this complex government plan.
Internal Revenue Service – Research tax rules and download forms.
Federal Trade Commission – A plethora of useful information on Identity Theft. Educate yourself about this prevalent risk.
Masterful Marketing – The business that helped design our web site.

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