Important Financial Planning links
The following is a list of selected Financial and Planning resources. Here you’ll find web pages that contain vital information on retirement planning, investing, budgeting, taxes, legal, insurance, Social Security, financial education, and more.
Mortgageloan.com Mortgage Calculator
MortgageLoan.com has a free mortgage calculator that calculates your potential monthly payment by computing parameters related to loan and property information.
Federal Reserve of Dallas, TX “Wealth Builder” interactive CD
A personal finance education resource for schools, nonprofit community organizations, financial services providers and consumers to help young people, adult consumers, families and others develop a plan for building personal wealth.
PublicLegal
A categorized index of more than 4,000 select web sites, as well as thousands of locally stored web pages, legal forms and downloadable files.
abcInvesting.com
abcInvesting.com is a new company that Chuck has formed with partner and renowned economist and CFA Bill Conerly. ABC’s mission is to empower the average investor by providing professional guidance through easy-to-understand educational materials and tools.
Oregon Insurance Information Council
Free helpful Insurance information at your fingertips.
How to Budget and Save
Personal finance information from from the Federal Reserve Bank of Chicago.
The Internal Revenue Service (IRS)
Social Security Online
The official website of the Social Security Administration.
CFP.NET, Learn About Financial Planning
CFP.NET’s “Learn About Financial Planning” section has a lot of great articles and educational information for Financial and Life Planners. CFP.NET is from the Certified Financial Planner Board of Standards, Inc., whose mission is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning.
SEC Filings and Forms (EDGAR)
All companies, foreign and domestic, are required to file registration statements, periodic reports, and other forms electronically through EDGAR (the U.S. Securities and Exchange Commissions’ “Electronic Data Gathering, Analysis, and Retrieval” system). Anyone can access and download this information for free. Here you’ll find links to a complete list of filings available through EDGAR and instructions for searching the EDGAR database.
U.S. Legal Forms
U.S. Legal Forms, Inc. is the leading publisher of State Specific legal forms over the Internet.
Financial education resources
Links to financial education and retirement planning resources, from the US Treasury Departments’ Office of Financial Education.
U.S. Tax Code On-Line
This web page gives you access to the complete text of the United States Internal Revenue Code.
Financial Planning Association
The Financial Planning Association® (FPA®) connects those who need, support and deliver financial planning. Chuck Jones has been a member of the FPA for over 25 years.
Yahoo Finance
Yahoo Finance is a good place to get stock quotes and financial news. They also have a lot of online tools available for financial and retirement planning. If you have a Yahoo account you can sign in and access the tools through your account.
Google Finance
Another excellent place to get financial news and information, including videos and daily market summaries, is Google Finance. If you have a Google account you can sign in and add your stock portfolios.
Chuck Jones’ Vacation Rentals
I tell all of my clients that taking vacations, “planning retreats”, and enjoying life is part of the Life and Financial Planning process. For this reason I started my own company Chuck Jones Properties and we offer vacation rentals in Palm Desert/Indio California, Lincoln City Oregon, Vail Colorado and Sun Valley Idaho. Take a look and if you’re interested feel free to contact me for a reservation.
InvestorWords.com
InvestorWords.com provides definitions for over 6,000 financial terms and includes 20,000 links between related terms. The glossary is completely free to use. Whether you are a newcomer to investing or a financial professional, InvestorWords.com is your one-stop source for information about any financial term that you encounter.
U.S. Securities and Exchange Commission
Provides information for obtaining all securities acts information as well as other educational information.
FINRA
The Financial Industry Regulatory Authority (FINRA), is the largest non-governmental regulator for all securities firms doing business in the United States. All told, FINRA oversees nearly 5,000 brokerage firms, about 173,000 branch offices and more than 677,000 registered securities representatives.
Medicare
The official U.S. Government website for Medicare.
U.S Department of Labor
The U.S. Government’s official website for Labor and Employment. Includes a good section on planning for retirement.
USA.GOV
Official information and services from the U.S. government.
NASDAC
Link to the official NASDAQ website.
NYSE
Link to the New York Stock Exchange. Information on regulations and market operations.
Morningstar.com
Stocks, Mutual Funds and Investing.
BondsOnline.com
Bond information, income investor tools.
BondMarkets.com
Bond information and trading.
Standard and Poor’s Online
Standard & Poor’s is a leading provider of financial market intelligence. The world’s foremost source of credit ratings, indices, investment research, risk evaluation and data, Standard & Poor’s provides financial decision-makers with the intelligence they need to feel confident about their decisions.
Moody’s Online
Moody’s Investors Service is among the world’s most respected and widely utilized sources for credit ratings, research and risk analysis.
FedStats.gov
FedStats.com provides access to the full range of official statistical information produced by the U.S. Federal Government.
FreeLunch.com
Free Economic, Demographic & Financial Data.
SmartMoney.com
A web resource for private investors.
U.S. Bureau of Economic Analysis
The U.S. Bureau of Economic Analysis (BEA) promotes a better understanding of the U.S. economy by providing the most timely, relevant, and accurate economic accounts data. Provides links to sources of U.S. Government economic data.
New York Federal Reserve Bank
Contains links to New York Federal Reserve Bank analysis and data.
Macroworld Investor
MacroWorld Investor is a valuable online tool that provides a wide variety of financial and economic information and research.
STAT-USA.GOV
Provides general information about the U.S. ecomony.
Federal Reserve Bank of Boston Online
The Boston Fed, along with the other 11 Federal Reserve Banks nationwide and the Board of Governors in Washington, D.C., make up our nation’s central bank. Site provides access to a variety of U.S. economic data.
The U.S. International Trade Administration
Trade.gov, website of the U.S. Department of Commerce, International Trade Administration (ITA). Trade.gov provides you access to ITA’s valuable information and services regarding U.S. international trade policy.
Hoovers
Provides limited free information about sectors and industries. Subscriptions available to more in-depth information.
Wall Street Journal Online
The Wall Street Journal Website. A good source of market information.
InvestorGuide.com
InvestorGuide.com has links to sites providing sector and industry information. According to their About Us page, the site’s mission is to empower individual investors to take control of their finances and investments through the Internet.
The Motley Fool
Online since 1994, Motley Fool’s stated goal is to educate, amuse, and enrich their readers and help them make better financial decisions.
PCQuote.com
Provides stock quotes, portfolio tracking and news.
MSN Money/MoneyCentral
Stock and financial news, personal finance, investing, tax info, portfolio trackers, company information and more.
Chicago Board Options Exchange
Chicago Board Options Exchange website. A good source of education and data.
The Dollar Stretcher
Their tagline says “Saving you time and money each week since 1996 .”
Chicago Board of Trade
Website for the Chicago Board of Trade providing information, quotes and educational features.
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