|PERSONAL FINANCIAL PLANNING
Don’t let the URL fool you. Whether they
love or hate financial planning, PFP professionals and
clients can find useful information at this Web site.
Visitors can register for free to access articles,
checklists and interactive forms on topics such as
annuities, asset allocation, budgeting, estate planning and
IRAs. Members also can find financial calculators, weekly
tips and a guide to decoding financial jargon.
This site bills itself as “a woman’s one
stop on the Web for business, finance and careers,” and with
its many links to investment information, visitors can
believe it. It includes links to glossaries and tutorials on
how to find stock quotes, as well as a message board so
registered users can create what the site calls an
“investment club forum” where either new, intermediate or
advanced investors can post questions about and get replies
to their clubs’ investment concerns.
Interested parties can find personal
financial planning and retirement strategy information, as
well as a daily tip and links to similar Web sites here.
Users also will want to check out the article database.
Titles include “How to Create an Emergency Fund,” “Do You
Know How to Manage Stock Market Volatility?” and “Money
Management for Newlyweds.”
This site tackles topics including
insurance, investing, loans and taxes with articles such as
“Stocks—From Start to Finish,” “Enron Goes Hollywood” and
“Understanding Insurance.” Visitors also can access
budgeting spreadsheets, financial planning calculators and
School is in session, at least for those
who want to learn more about mutual funds. This Web site—the
electronic version of Mutual Funds
magazine—features sections such as Money 101: Investing
Mutual Funds, which links to tutorials on Money magazine’s
site, www.money.com, on asset allocation, investing basics
and estate planning. The Expert Advice area discusses
specific investment topics in a Q&A format. Users also
can register for the free weekly e-mail newsletter,
Visitors can subscribe here for free to two
e-mailed newsletters. One of them, Manager Insight,
includes interviews with fund managers, and Fund
Launch Alert offers news on recent fund launches.
Users also can research archived newsletters on the site.
No, this isn’t a Web site for beauty
contestants with attractive portfolios, as the URL may
imply: It’s a site for women in business to get advice on
smart investing. Visitors can find links to articles such as
“Establish a Strong Image Through Branding,” as well as a
lengthy section on mutual funds “from getting started
through actively investing.”
Brill’s Mutual Funds Interactive Web site
has a plethora of fund information that investment advisers
and their clients can benefit from, including the News
Headlines section, with links to timely topical articles. In
the Expert’s Corner, professionals offer market analysis,
opinions and mutual fund recommendations. This site also
offers a glossary of mutual fund terms and, for lighter
fare, an investor crossword puzzle.
Pennsylvania attorney Robert Clofine’s
elder law and estate planning site gives interested Web
surfers articles such as “Life Insurance & Estate
Taxes,” “Living Trust Myths” and “Reducing Federal Estate
Taxes.” Users also can link to other related Web sites (see
below) including www.elder-law.com .
Do you know the difference between an
inheritance tax and an estate tax? Who gets your property if
you die without a will? You can find the answers to these
and other estate planning questions at this URL. In addition
to offering estate planners information (articles and
glossaries) and resources (calculators and software
downloads), CPAs can click on links to estate-tax-law
information and federal agencies.
Describing itself as “Your 401(k) Portal to
the Web,” this site offers a broad array of resources and
services such as calculations, discussion forums, 401(k)
news and survey data. Sections include General Topics,
Intelligence Digest and Legal Actions and Issues.
The Social Security Online for Women Web
page provides a central location for accessing basic Social
Security information about retirement, survivors, disability
and supplemental security income. Topics include
Beneficiary, Bride, Caregiver, Divorced Spouse, New Mother,
Working Woman and Widow, and visitors can link to fact
sheets with pertinent statistics and survey results, as well
as get the URLs to other government agencies.