Links to helpful free or low-cost information sources. These are provided to make your financial and life-planning choices easier.

A New Approach Financial Planning does not endorse any of the views, organizations, companies, or products listed here. 


Personal Finance


Estate Planning



Home Ownership

Colleges & Financial Aid


Senior Issues



Financial News

Debt Management


Financial Planning Organizations



Government & Other Agencies/Organizations

Spending & Saving




Personal Finance

Get Smart About Money National Endowment for Financial Education (NEFE) Financial education programs for all ages.

AAII American Association of Individual Investors - A rich source of investment education at a low cost.

Kiplinger Personal Finance Timely personal finance advice and business forecasts. Includes news, rates, calculators, quotes, columns, and advice on finance and business.

Reuters Quality financial education, investment information, research and screening tools.

Mutual Fund Investors Center Educational center with planning tools and mutual fund tracking features.

Morningstar Mutual fund and stock ratings. Portfolio tracking.

Teen Analyst Investment education for young adults.

CNN Money Sources for personal finance commentary and planning tools.

Yahoo Finance Financial news and commentary on U.S. and world markets, plus investment, loan, and insurance centers.

The Mint Financial literacy and expense tracking for students.

Financial Calculators Large collection of online calculators .

Bauer Financial Check out local banks.



Kiplinger Personal Finance Timely retirement advice, calculators, columns and more.

Choose to Save Preparing and saving for retirement information.

CNNMoney Source of retirement planning commentary and planning tools.Nolo Source of excellent do-it-yourself and informational softback books on retirement issues. Type "retirement" in Search tool.


Colleges & Financial Aid

College Board Online-The College Board Library Student and parent information; college planning news, tools and resources. Independent and objective information on different ways to save and pay for college; plenty of interactive tools. Its "Get Money" feature offers plenty of help in calculating and finding financial aid.



Know Your Stuff Free home inventory program.

Health Savings Accounts Department of Treasury HSA information

Long Term Care Link Links to providers, information and more.

Independent Insurance Agents and Brokers of America The nation's largest national association of independent insurance agents and brokers; includes an insurance agent database.

Florida Life & Health Insurance Guaranty Association Association that guarantees your policies should your company become insolvent. Check out coverage.


Debt Management General information on topics like debt and bankruptcy, overspending, credit repair, strategies for repaying debts and debt collections.

Consumer Credit Counseling Services Source of debt consolidation programs.

Free Annual Credit Report The official site of the three major rating agencies.



Internal Revenue Service Tax information, directions, tools, downloadable forms and more.

TurboTax from Intuit Get plain-language answers to your tax questions, summaries of tax-law changes, tax tips and insights, calculators and forms.


Estate Planning

Nolo Law Center The Wills and Estate Planning link provides access to plain English articles on topics like estate planning basics, living wills, funeral planning and various other legal documents.

Aging With Dignity Learn how to ensure that your wishes will be followed in the event of a serious illness with the help of a Living Will and other documents; how to discuss your wishes with loved ones and your physician and where to obtain resources for family caregivers; includes link to related sites. Check out its "Five Wishes" brochure.


Home Ownership Assorted general information and rates, including current mortgage rates by specific location, calculators to help you figure out how much house you can afford and a glossary.

National Association of Realtors® Lots of home-buying and ownership information, links and calculators; includes helpful search tools.


Senior Issues

AARP Targets those 50 or older planning for or already retired; all kinds of useful information; be sure to check out Learning and Technology; Family, Home and Legal; Money, and Work.

Agency on Aging A gold mine of government resources for seniors to home and community based services through programs funded under the Older Americans Act.

FirstGov for Seniors . The federal government's Web portal; plenty of useful information on everything from consumer protection to health, retirement, taxes, travel and leisure, and plenty in between.

Medicare Learn about eligibility and benefits, billing, compare health-care options, download Medicare forms and locate participating providers by geographic area.

Senior Resource of Sarasota Senior Resource of Sarasota provides seniors in the Sarasota-Manatee area access to information, resources and services specific to their needs.

Social Security Administration Access to a wealth of information related to Social Security; obtain general planning information; apply for benefits and even file online.

Senior Help Sarasota Sarasota-Manatee senior resourcees.

Senior Investor Resource Ways to check out investment providers to avoid being scammed.


Financial News

Wall Street Journal Interactive edition. All the news of the WSJ plus 24-hour-a-day updates.

Financial Times Business news from an international viewpoint. Includes market data, news, analysis, and commentary plus live streamed radio and television links.

MSN.Money's Money Central News and commentary from major media outlets.

CNNMoney Business news, plus market snapshots and investing information.

SmartMoney From Dow Jones & Company Inc., publishers of The Wall Street Journal, and Hearst Communications; online magazine of personal business includes information on stocks, bonds, mutual funds, the markets and more.


Financial Planning Organizations

The Garrett Planning Network An international network of independent financial advisors and planners offering hourly, as-needed financial planning and advice to anyone regardless of income.

CERTIFIED FINANCIAL PLANNER™ (CFP®) Board of Standards Information about CERTIFIED FINANCIAL PLANNER™ (CFP®) licensees and the financial planning profession, including what it takes to become a CFP® and tips on how to select a financial advisor.

Financial Planning Association The major professional membership organization for the financial planning community.

National Association of Personal Financial Advisors (NAPFA) Information about NAPFA and Fee-Only financial planners, including why to choose a Fee-Only financial advisor.


Government & Other Agencies/Organizations

My Florida Official portal. Links to state, county and local information.

American Bar Association Offers an online lawyer referral service plus plenty of helpful consumer information.

Bureau of the Public Debt Savings bond calculator

Centers for Medicare & Medicaid Services All things to know about Medicare, Medicaid and many other federal and state-administered health programs.

Collaborative Law A different, more constructive approach to divorce using a group of professionals trained by the International Academy of Collaborative Professionals.

Department of Health and Human Services Medicare, Medicaid and many other federal and state administered programs.

Employee Benefit Research Institute Nonprofit, nonpartisan organization committed to data dissemination, policy research, and education on economic security and employee benefits; check out its domestic-partner benefits fact sheet.

FirstGov The U.S. government's official Web portal with hot links to agencies, information and help from the federal government.

Internal Revenue Service Tax information, directions, tools, downloadable forms and more.

NASDAQ Home page for the largest electronic screen-based equity securities market in the United States; check out its Investor Tools section.

National Association of Insurance Commissioners National organization of state insurance regulators; visit its Consumer Information Source.

New York Stock Exchange Home page for the world's leading equities trading floor; check out its glossary of trading and stock terms.

North American Securities Administration Association Investor protection specialists; lots of good reading on everything from investor rights to scams to avoid and what to do if you have a problem.

Securities and Exchange Commission Federal agency that regulates and supervises securities markets; great links to EDGAR, the SEC database of filings by public companies; check out brokers and advisors too.

Social Security Administration News and how-to information on tax withholding, obtaining a replacement card or Statement of Earnings and Benefits, etc.

Treasury Direct Buy US Treasury securities directly.

16 June 2017
Bradenton Herald Articles
A friendly warning: Don’t unknowingly give your property to the state.Common law in the United States includes a process in which unclaimed property is turned over to states. The intent of this process, called escheatment, was to ensure that property...
24 April 2017
Bradenton Herald Articles
With the 2016 federal tax return filing deadline of April 18 – yes, that is correct – rapidly approaching, let’s talk about how you can use your tax forms to improve your finances.Before you file away your 2016 tax forms, spend a few minutes to see h...
15 March 2017
Bradenton Herald Articles
When investing and managing your money, you must consider and deal with a number of potential risks. These include general market moves, individual company, interest rate, inflation, default, political, currency, liquidity, volatility and others.Some...
11 December 2016
Bradenton Herald Articles
Everyone should own bonds or bond-like investments, though you might ask why would anyone want to own bonds at this time. Interest rates are going up and the math says the financial value of bonds will decrease. The value in owning bonds is...