Financial Links
Click Pick Feature
Reverse Mortgage Information
Take a quick look at the similarities and differences of the two major lending products that provide on
demand liquidity from a home: Home Equity Lines of Credit or Reverse Mortgages. Many individuals view this
home equity as their nest egg and cushion against financial difficulties. There is a fear; however, that
plagues people regarding their home equity.
www.seniorsresourceguide.com/National/reversemortgage/index.html
Stop Mortgage Fraud
The nation's mortgage bankers are working to protect people from deceptive and fraudulent sales tactics
when taking out a mortgage or a home equity loan. Visit their website and learn how to avoid becoming a
victim of mortgage fraud or abusive lending
www.stopmortgagefraud.com
American Savings Education Council
Providing brochures that offer guidance and planning for retirement.
www.choosetosave.org/brochures
BenefitsCheckUp.org
Provided by the National Council on Aging, this site provides information about nearly 1,000 unique state
and federal benefit programs.
www.benefitscheckup.org
Chartered Financial Analyst ® (CFA®)
The CFA Institute leads the investment industry by setting the highest standards of ethics and
professional excellence and vigorously advocating fair and transparent capital markets. Look for their
"Cutting through the Confusion" brochure.
www.cfainstitute.org
Estate Planning Guide from AARP
AARP's estate planning guide. All you need to know about estate planning available here.
www.aarp.org/money
ID Theft
Identity theft is becoming a huge problem in the United States. Everyone is encouraged to be alert to the
use of his or her Social Security Number. The Federal Trade Commission has developed a website to help
educate everyone on this growing problem.
www.consumer.gov/idtheft
IRS
Taxpayer advocate services available on-line.
www.irs.gov/advocate/index.html
Long Term Care Living
This website offers consumer information on planning, preparing and paying for long-term care.
www.LongTermCareLiving.com
Morningstar, Inc.
Morningstar, Inc. is a leading provider of independent investment research in the United States and in
major international markets. They provide products that help investors reach their financial goals.
www.morningstar.com
Planning for Retirement - use the Retirement Resource Center at Fidelity
Visit the Fidelity Investments website and look for their Retirement & Guidance section. Find out if
you are: Saving enough? Do you have a plan for living in retirement? & More. Use Fidelity's powerful
tools to set your goals - look for their 10 Smart Moves for Retirement.
www.Fidelity.com
Reverse Mortgage Information
Take a quick look at the similarities and differences of the two major lending products that provide on
demand liquidity from a home: Home Equity Lines of Credit or Reverse Mortgages. Many individuals view this
home equity as their nest egg and cushion against financial difficulties. There is a fear; however, that
plagues people regarding their home equity. http://www.seniorsresourceguide.com/National/reversemortgage/index.html
Stop Mortgage Fraud
The nation's mortgage bankers are working to protect people from deceptive and fraudulent sales tactics
when taking out a mortgage or a home equity loan. Visit their website and learn how to avoid becoming a
victim of mortgage fraud or abusive lending
www.stopmortgagefraud.com
U.S. Department of Labor
Information on retirement plans, savings and benefits.
www.dol.gov/dol/topic/retirement/retirementsavings.htm |
