Borrowing & Credit
Annual Credit Reports
–
www.annualcreditreport.com
FICO Scores
–
www.myfico.com
Interest Rates
–
www.bankrate.com
Mortgage Calculator
–
www.mortgageloan.com/calculator/
Small Business Administration
–
w
ww.sbaonline.sba.gov
College Funding & Information
College Information
–
www.
nces.ed.gov/collegenavigator/
California 529 College Savings Plan
(ScholarShare)
–
www.scholarshare.com
F
ree Application for F
ederal Student Aid (FAFSA)
–
www.fafsa.ed.gov
Financial Aid Guide for C
ollege
Expenses
(FINAID)
–
www.finaid.com
Other 529 C
ollege Savings
Plan Information
–
www.savingforcollege.com
Financial News, Market Updates and Price Quotes
Bloomberg.com
–
www.bloomberg.com
CNN Money
–
www.
money.cnn.com
Google Finance
–
www.
google.com/finance?tab=we
MSN Money Central
–
www.
moneycentral.msn.com
Stock Market Charts (BigCharts)
–
www.
bigcharts.com
Wall Street Journal Online
–
http://online.wsj.com/home-page
Yahoo! Finance
–
www.
finance.yahoo.com
Financial Planning Industry Associations
CFP Board
–
www.cfp.net
Nat
ional
Assoc
iation
of Personal Financial Advisors
(NAPFA)
–
w
ww.napfa.org
Financial Regulatory & Insurance Entities
CA Department of Financial Protection and Innovation
(CA DFPI)
–
https://dfpi.ca.gov/
Federal Deposit Insurance Corporation
(FDIC)
–
www.fdic.gov
Federal Reserve Board
(FED)
–
www.federalreserve.gov
Financial Industry Regulatory Authority
(FINRA)
–
www.finra.org
National Credit Union Administration
(NCUA)
–
www.ncua.gov
Securities and Exchange Commission
(SEC)
–
www.sec.gov
Securities Investor Protection Corporation
(SIPC)
–
www.sipc.org
Investing
California Bonds
–
www.buycaliforniabonds.com/index.asp
Dimensional Fund Advisors
–
www.dfaus.com
Morningstar Mutual Fund Research
–
www.morningstar.com
PIMCO
–
www.pimco.com
Treasury Direct
–
www.treasurydirect.gov
Vanguard
–
personal.vanguard.com/us/HomepageOverview
Retirement Related
Estimate
Your Life Expectancy
–
www.
calculator.livingto100.com
California Partnership for Long-Term Care
–
www.dhcs.ca.
gov/services/ltc/Pages/CPLTC.aspx
C
alifornia Public Employees Retirement System (CALPERS)
–
www.calpers.ca.gov
California State Teachers Retirement System (CALSTRS)
–
www.calstrs.com
Medicare
–
www.medicare.gov
Social Security Administration
–
www.ssa.go
v/
Tax Related
Internal Revenue Servic
e
–
www.irs.gov
CA Franchise Tax Board
(
Income taxes
)
–
www
.ftb.ca.gov
CA State Board of Equalization –
(s
ales & use taxes
)
–
www.boe.ca.gov
Orange County Asses
s
or’s Office
(p
roperty
t
axes
)
–
www.oc.ca.
gov/assessor/
AMT
Estimator
–
www.taxcut.com/calculators04/amt/frameset_2.html
Other Useful Links
Insurance Information (CA Dept. of Insurance)
–
www.insurance.
ca.gov
Legal Information (Nolo)
–
www.nolo.com
©2023 Avalon Financial Advisors, Andrew P. McVay, Principal. All Rights Reserved.
Links