IN OR NEAR QUINCY
Financial Planning Resources [1] |
Financial Planning Advice [2]
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 [3]
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 [4]
Check out your broker, your mutual fund expenses and the latest scams here.
Garrett Planning Network [5]
Use this network of independent financial advisors and planners to locate fee-only as-needed financial advice.
Get Rich Slow [6]
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 [7]
Use this checklist to help you choose a financial planner.
National Association of Personal Financial Advisors [8]
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 [9]
Articles and information related to financial planning for retirement. From Money Magazine and CNN.
Securities & Exchange Commission [10]
Key resources and links for older investors, including how to invest wisely and product information.
Senior Investor Resource Center [11]
Resources from the North Qmerican Securities Administrators Association, including 10 Tips to Protect Your Nestegg.
Calculator Tools
Ballpark Estimate [12]
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 [13]
Includes retirement savings, IRA, and bond calculators and other retirement planning tools. From Morningstar Publications.
Retirement Calculator [14]
Enter information about your income, pension, social security and savings to determine whether you are saving enough for retirement. From AARP.
SmartMoney Retirement Worksheets [15]
Calculate how much you should save for retirement and whether you will be able to retire early. From SmartMoney Magazine.