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Financial Planning

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IN OR NEAR QUINCY

Financial Planning Resources

Financial Planning Advice
A financial planner offers his services at no cost to Quincy's seniors once a month. Appointments must be made through Quincy's Department of Elder Services by contacting us at 617-376-1508.

Money Management Program
This free service provides free assistance for eligible seniors who need help managing their finances. Call South Shore Elder Services Information and Referral Department at 781-848-3910.

ONLINE

Financial Industry Regulatory Authority
Check out your broker, your mutual fund expenses and the latest scams here.

Garrett Planning Network
Use this network of independent financial advisors and planners to locate fee-only as-needed financial advice.

Get Rich Slow
A free online retirement game that provides an overview of the retirement planning process and the hands-on experience essential in moving ahead. From the Center for Retirement Research at Boston College

How to Interview a Financial Planner
Use this checklist to help you choose a financial planner.

National Association of Personal Financial Advisors
From the National Association of Personal Financial Advisors, which is the largest professional association of fee-only comprehensive financial planners in the United States. Clicking on “find a NAPFA Registered Financial Advisor” in the left hand bar will enable you to search for someone near you.

Retirement Resources
Articles and information related to financial planning for retirement. From Money Magazine and CNN.

Securities & Exchange Commission
Key resources and links for older investors, including how to invest wisely and product information.

Senior Investor Resource Center
Resources from the North Qmerican Securities Administrators Association, including 10 Tips to Protect Your Nestegg.

Calculator Tools

Ballpark Estimate
This site gives you a worksheet on how to calculate how much you should save for a comfortable retirement. From the American Savings Education Council.

Morningstar
Includes retirement savings, IRA, and bond calculators and other retirement planning tools. From Morningstar Publications.

Retirement Calculator
Enter information about your income, pension, social security and savings to determine whether you are saving enough for retirement. From AARP.

SmartMoney Retirement Worksheets
Calculate how much you should save for retirement and whether you will be able to retire early. From SmartMoney Magazine.


© 2011 Thomas Crane Public Library

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