Financial Planning

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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 617-376-1243.
  • 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.


  • 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.
  • Center for Retirement Research
    This center at Boston College provides research and data regarding retirement. 
  • National Association of Personal Financial Advisors
    Since 1983, Americans across the country have looked to NAPFA for access to financial professionals who meet the highest membership standards for professional competency, client-focused financial planning, and fee-only compensation.
  • 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 American Securities Administrators Association, including how to protect your nestegg.
  • Stopping Elder Financial Fraud
    Elder fraud is an act targeting older adults in which attempts are made to deceive with promises of goods, services, or financial benefits that do not exist, were never intended to be provided, or were misrepresented.

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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