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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. 

Financial Adviser Interview Checklist
Use this checklist to help you choose a financial planner.

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.

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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