| Type | Name | Description |
|---|---|---|
| Article | AccuTerm Life Insurance Guides |
See sidebar links for variable life, universal, etc. |
| Article | AXA Equitable Buying Life Insurance: What Kind And How Much? |
Term-life vs permanent, whole, etc. |
| Article | BabyZone Choosing a Guardian, Trustee, and Executor |
|
| Article | Benner, Katie Life-Cycle Funds Not a Retirement Cure-All |
|
| Article | BudgetLife Budget Life's top 15 life insurance companies |
|
| Article | BudgetLife Budget Life's top 10 premium life insurance companies |
|
| Article | ConsumerReports Credit card buying guide |
Includes link to PDF of specific recommendations |
| Article | ConsumerReports Brokerage service buying guide |
|
| Article | Dogu, Laura How To Diversify With Just Three Mutual Funds |
|
| Article | IRS IRA/Roth-IRA information |
|
| Article | John Ameriks Does the 4% rule hold up? |
Note that the '4% rule' implies that your liquid savings at retirement be 25x your target annual spending. |
| Article | Kiplinger How Much Life Insurance Do You Need? |
|
| Article | Mint.com Dave Swensen's Lazy Portfolio Allocation |
|
| Article | Ramsey, Dave The Truth About Life Insurance |
Pitching Term over others |
| Article | Rao, Venkatesh Acting Dead, Trading Up and Leaving the Middle Class |
"Or you can wait for all the King’s men and all the king’s horses to put Humpty-Dumpty together again." |
| Article | Rosevear, John Lifecycle Funds: Nutritious, or Fast Food? |
|
| Article | Sethi, Ramit Save $1,000 in 30 Days |
30 different tips |
| Article | Sethi, Ramit Check and improve your Credit Score |
To get lower-rate financing. |
| Article | Sethi, Ramit Credit Card Perks |
A reminder of benefits you probably don't take advantage of. |
| Article | Sethi, Ramit How to get your credit card annual fee waived |
The article's actually about bank fees, but he writes elsewhere he uses the same script. |
| Article | Sethi, Ramit How to get bank fees waived |
Overdraft, etc. |
| Article | Sethi, Ramit The investment that buys, sells & stays age-appropriate FOR you |
|
| Article | Spaulding, William C. Determining Life Insurance Premiums for Term and Level-Premium Policies |
|
| Article | Stewart, James B. Influence of Money Market Funds Ended Overhaul |
Money-market funds aren't as safe as they seem, and are hiding their risks from you. |
| Article | TopTenReviews Life Insurance Comparisons |
|
| Article | Vohwinkle, Jeremy Comparing Term, Universal, Variable, and Whole Life Insurance Policies |
|
| Article | Wall St. Journal Honestly, What's the Best Policy? |
Term-life vs permanent, whole, etc. |
| Article | Wealthfront 529 Plans and Saving For College |
Good intro to 529 and related plans |
| Article | Wikipedia Types of individual retirement accounts |
|
| Book | Chilton, David Wealthy Barber |
|
| Book | Sethi, Ramit I Will Teach You To Be Rich |
|
| Checking Account | Charles Schwab Schwab Bank High Yield Investor Checking |
|
| Checking Account | ING-Direct ING-Direct Electric-Orange Checking |
|
| Checking Account | Simple Simple (Bank Simple) |
No branches, partners with Bancorp Bank. Debit card. |
| Credit Card | American Express AmEx Starwood |
Travel-rewards focused |
| Credit Card | Fidelity Investment Fidelity Investment Rewards Visa Signature Card |
Cash-back into a Fidelity account |
| Investment broker | T. Rowe Price T. Rowe Price brokerage |
|
| Investment Broker | Charles Schwab Charles Schwab brokerage |
|
| Investment Broker | Vanguard Vanguard brokerage |
|
| Investment Broker | Wealthfront Wealthfront |
Software-focused investment management service |
| Lawyer Directory | Martindale Advanced Search for Lawyers, Law Firms & Organizations |
|
| Lawyer Directory | Nolo Find Estate Planning Law Firms, Lawyers and Attorneys |
|
| Life Insurance Carrier | 0 Columbus Life Insurance Company |
|
| Life Insurance Carrier | Cincinnati Financial Corporation Cincinnati Life Insurance |
|
| Life Insurance Carrier | Genworth Financial Genworth Life Insurance |
|
| Life Insurance Carrier | John Hancock John Hancock |
|
| Life Insurance Carrier | MassMutual MassMutual Life Insurance |
|
| Life Insurance Carrier | New York Life New York Life Insurance Company |
|
| Life Insurance Carrier | Northwestern Mutual Northwestern Mutual Life Insurance Company |
|
| Life Insurance Carrier | TIAA-CREF TIAA-CREF Life Insurance Company |
|
| Life Insurance Carrier | Western-Southern Life Insurance Company Western-Southern Life Insurance |
|
| Life Insurance Guide | Glenn Hafferty Life Insurance Buying Guide |
Life insurance is a very complicated product that has many facets which must be explored. When trying to figure out what coverage is needed, how to find it, and what price is reasonable, consumers often get overloaded with all the buying options. This guide is designed to offer a high-level overview of term life, whole life and universal life, and present the information in a reasonable manner than anyone can digest. |
| Mutual fund | Vanguard Vanguard core funds |
|
| Mutual fund | Vanguard Vanguard life-cycle funds |
|
| Online forum | CreditKarma CreditKarma Advice forums |
Improving your credit, etc. |
| Savings Account | Charles Schwab Schwab Bank High Yield Investor Savings |
|
| Savings Account | Emigrant Direct Emigrant Direct Savings |
|
| Savings Account | HSBC Direct HSBC Direct Savings Account |
|
| Savings Account | ING-Direct ING-Direct Orange Savings |
|
| Software | Avanquest WillCreator Deluxe |
No Mac version |
| Software | Nolo Nolo Quicken WillMaker Plus |
No Mac version! |
| Standard forms | FindLegalForms.com Wills |
Variety of options, at varying prices. |
| Standard forms | ILRG ILRG Legal Forms Archive |
|
| Standard forms | Standard Legal Complete Family Wills |
|
| WebApp | AccuQuote AccuQuote Life Insurance quote generator |
|
| WebApp | Andrew Stacy Debt Snowball Calculator |
This debt snowball calculator illustrates by way of a schedule two main debt reduction strategies: the debt snowball method and the debt avalanche method. |
| WebApp | AnnualCreditReport Free AnnualCreditReport |
|
| WebApp | BankRate Credit Card directory |
|
| WebApp | BankRate Life Insurance Calculator |
|
| WebApp | BankRate Life Insurance Quote Generator |
|
| WebApp | CreditKarma CreditKarma |
Get your credit rating for free |
| WebApp | DinkyTown DinkyTown Asset Allocation Recommender |
Enter some parameters, get pie chart of recommended balance. |
| WebApp | DinkyTown DinkyTown Debt Calculators |
Give you sense of the cost of keeping debt. |
| WebApp | DinkyTown DinkyTown Savings Calculators |
Show the benefit of increasing your savings. |
| WebApp | etrade etrade Fund Research tools |
|
| WebApp | IRA Bank Ratings Directory of Community Banks |
|
| WebApp | LawDepot LawDepot Last Will |
|
| WebApp | LegacyWriter LegacyWriter |
|
| WebApp | LegalZoom LegalZoom Will |
Other documents have other process/pricing. |
| WebApp | Marketplace Lists Directory of Mutual Savings Banks |
Profits benefit the customers. |
| WebApp | Mint.com Mint.com |
Financial aggregator |
| WebApp | NAFCU Directory of Credit Unions |
|
| WebApp | NCUA Research individual credit unions |
To confirm credit-worthiness, etc. |
| WebApp | Nolo Online Will |
|
| WebApp | Orman, Suze Must-Have Documents |
|
| WebApp | Planwise Planwise |
Allows you to see and understand the impact of current and future financial decisions. |
| WebApp | PrepareCase PrepareCase |
|
| WebApp | RocketLawyer Complete Will |
|
| WebApp | SmartMoney Life Insurance Calculator |
|
| WebApp | WhatsTheCost Snowball debt-reduction calculator |
|
Family Financial Future