Websites and Other Resources

Purposeful Retirement

AARP:

www.aarp.org


Elderhostel, a non-profit:

www.roadscholar.org

Adventures in lifelong learning


Encore.org:

www.encore.org

Second acts for the greater good


Life Expectancy Calculator:

www.livingto100.com


Next Avenue:

www.nextavenue.org

Where grownups keep growing.

Books:

The Joy of Not Working by Ernie Zelinski
How to Retire Happy, Wild, and Free by Ernie Zelinski
The New Retirement Mentality by Mitch Anthony
The Seven Stages of Money Maturity: Understanding the Spirit and Value of Money in Your Life by George Kinder
Unretirement – How Baby Boomers Are Changing The Way We Think About Work, Community, and the Good Life by Chris Farrell

 

Protecting Your Personal and Financial Info

Free Annual Credit Report:  

www.annualcreditreport.com


Federal Trade Commission:

www.consumer.ftc.gov

Protecting America’s Consumers:

Protect Yourself Against Identity Theft (PDF)

Federal Trade Commission – Avoiding Identity Theft (PDF)

 

Retirement, Investment, and Financial Planning

Carl Richards Behavior Gap website:  

www.behaviorgap.com


Certified Financial Planner Board of Standards:

www.cfp.net and

www.letsmakeaplan.org


Dimensional Funds Website:

www.dfaus.com


Financial Literacy and Education Commission:

www.mymoney.gov


Financial Planning Association:  

www.fpanet.org


Let’s Make a Plan:   

www.letsmakeaplan.org

Certified Financial Planner™ website for consumers


Social Security Administration:

www.ssa.gov


To obtain an online Social Security Statement:

www.socialsecurity.gov/mystatement


U.S. Dept. of Health and Human Services: 

Social Security Retirement Benefit Basics (PDF)

IRA and Retirement Plan Limits for 2015 (PDF)

2015 Key Retirement Planning Numbers (PDF)

www.LongTermCare.gov

Senior Linkage Line - Minnesota Board of Aging’s free statewide information and assistance service: 1-800-333-2433.

Articles and Books:

The Investment Answer by Daniel C. Goldie, CFA, CFP and Gordon S. Murray
The Millionaire Next Door by Thomas J. Stanley and William D. Danko
The Wealthy Barber: Everyone’s Commonsense Guide to Becoming Financially Independent by David Chilton

 

Tax and Estate Planning

Charity Navigator:

www.charitynavigator.org

Your guide to intelligent giving


GiveMN.org:

www.givemn.org

Ignite generosity - grow giving


Internal Revenue Service:

www.IRS.gov


Kat Reed – Helping Survivors Manage:

www.HelpingSurvivorsManage.com

Articles:

Leaving A Legacy (PDF)

2015 Key Estate Planning Numbers (PDF)

2015 Key Income Tax Numbers (PDF)

 

Kids and Money/College Planning

Financial Aid Calculator:

www.finaid.org


Guide to Saving for College:  

www.savingforcollege.com


Nate Dugan’s website helping youth and adults link money decisions to their values:

www.sharesavespend.com

How Grandparents Can Help Grandchildren with College Costs (PDF)

Prodigal Sons and Material Girls: How Not to Be Your Child’s ATM by Nathan Dungan
Family Money Talks by Nathan Dungan

 

Women and Investing

Women’s Institute for Financial Education:

www.wife.org


Women’s Institute for a Secure Retirement:

www.wiserwomen.org

Women’s Worth: Finding Your Financial Confidence by Eleanor Blayney

 

Helpful Sites on the Web

Bankrate:

www.bankrate.com

Find current interest rates, bank accounts, mortgages, refinancing, car loans, etc.


Dinkytown:

www.dinkytown.net

Calculator for mortgages, retirement, insurance, taxes, credit cards


Fidelity Investments:

www.fidelity.com


Market Watch:

www.marketwatch.com


Mint:

www.mint.com

A free, online financial account organizer

Have questions? Let us know!