Tools

Helpful Tools


Your Core Values
Money Messages
Net Worth Statement Worksheet
Your Current Savings Rate
Three Tax Buckets
Fiduciary Pledge
Retirement Activities Worksheet
Happiness Strategies
Financial Strategies
My Personal Wish List
My Financial Wish List

Websites


Happiness

Authentic Happiness 
A Network for Grateful Living 
Positive Psychology Center
Psychology Today 
Pursuit of Happiness
TED: Ideas Worth Spreading
Zen Habits

Financial

CNN-Money 
Financial Planning Association
Financial Industry Regulatory Authority 
IRA Information Website 
Internal Revenue Service
Morningstar
Saving for College (529 Plans) 
Securities and Exchange Commission 
Social Security Administration
Vanguard
Yahoo Financial 

Financial Calculators

Bankrate Calculators 
CNN-Money Financial Calculators 
Financial Calculators 
Yahoo Financial Calculators 

Locating a Financial Advisor

Nat’l Assoc. of Personal Financial Advisors (for locating a fee-only financial advisor)
CFP Board of Standards  (for locating a financial advisor who is a CFP® professional
Financial Planning Association
Alliance of Cambridge Advisors (for locating a fee-only financial advisor)
Garrett Planning Network  (for locating a fee-only financial advisor who will work on an hourly basis)

Financial Sites for Retirement Projections

Bloomberg
Charles Schwab
T. Rowe Price
Vanguard 

Neuroscience

Neuroscience Information Framework
Neuroscience Online
Society for Neuroscience

Simplifying, Decluttering, and Organizing

Institute for Challenging Disorganization
Nat’l Assoc. of Professional Organizers