Useful Financial Tools

About Mutual Funds

Mutual funds are a great way to invest in a variety of securities instead of buying individual stocks or bonds.

Adventures in Education

Offers resources to help you plan for and pay for college.

Cash Course

Cash Course provides online financial education courses and a host of financial tools to assist you with your financial planning.

Choose to Save

Savings tips from the “Choose to Save” Website.

The U.S. Securities and Exchange Commission’s website. provides online resources to help consumers make sound investment decisions and avoid fraud.

An online auction marketplace where consumers find great rates on Bank CDs and High-Yield Savings accounts, absolutely free.

Student Loan Refinancing Research provided by

Should you refinance? In simplified terms, refinancing means taking out a new loan to pay off an old loan(s). Research reveals when you should (and should not) refinance.

FINRA Investor Education Foundation

FINRA is dedicated to protecting investors and safeguarding market integrity in a manner that facilitates vibrant capital markets.

Federal Trade Commission

Resources for preventing, detecting, and reporting identity theft.

A one-stop destination that enables you to compare rates from over 500 service providers across multiple categories, including home loans, credit cards, auto and health insurance, and long-distance and wireless services.


Morningstar for stocks and mutual funds.

Politico Working Group Report: Future of Prosperity

The Politico Working Group Report discussion focuses on policy ideas to ensure Americans have enough resources to fund their retirement years.

Social Security Retirement Estimator

The Estimator is a very easy-to-use online calculator that helps you see an estimate of what your benefit will be at age 62, at full retirement age, and at age 70.

Yahoo Finance

For individuals looking for stock quotes and market news.

Quarterly Talks with Ted: Homeownership & The Wealth GapRegister Now
+ +