investment advice and financial services Fiscal Fitness Verona and Madison WI

Resources

Consumer/Family Info:

annualcreditreport.com - get your free annual credit report from any of 3 agencies
bankrate.com - financial data, e.g. current interest and mortgage rates, etc.
fiparent.com - financially intelligent parent - tips on raising financially-savvy kids
moneytracker.com - budgeting help, getting control of your finances

Investing:

coffeehouseinvestor.com - pragmatic advice on investing
finance.yahoo.com - stock quotes and other financial information
investopedia.com - general education on investing
investinginbonds.com - education and information on investing in debt securities
morningstar.com - the Consumer Reports of mutual funds: ratings, expenses, etc.
mfea.com - mutual fund education alliance
wallstreetjournal.com - on-line version of the Wall Street Journal
greenmoneyjournal.com - information on socially responsible and community investing
calvertfoundation.org - "put your money where your heart is" - social/community investing

Mutual fund companies:

vanguard.com - no-load, low fee company, great index funds
fidelity.com - no-load, low fee company
troweprice.com - no-load company, good target retirement funds

College Savings:

savingforcollege.com - objective advice on college savings, especially 529 plans
edvest.com - Wisconsin's 529 (college savings) plan
fafsa.ed.gov - free application for federal student aid

Insurance/Legal:

quotesmith.com - insurance quotes
insure.com - insurance quotes, company comparisons
iii.org - insurance information institute
nolo.com - legal forms

Charity:

charitynavigator.org - financial efficiency ratings of over 5000 nonprofits
charitablegift.org - Fidelity's donor advised funds, for flexible philanthropy
give.org - Better Business Bureau's wise giving alliance, investigate charities before you give
calvertfoundation.org - "put your money where your heart is" - social/community investing

Government:

ssa.gov - Social Security Administration
irs.gov - Internal Revenue Service
treasurydirect.gov - buy US treasury securities directly
dor.state.wi.us - Wisconsin Department of Revenue


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