As financial professionals, we often get asked by clients about our thoughts on websites and tools that might be useful for personal wealth management and financial planning. Here are several to check out and bookmark to your resource lists.
Wells Fargo financial calculators help you run the numbers to help users validate or adjust financial plans. Gain confidence by making sure your numbers make sense. Estimate loan payments, projected overhead, and debt load to help you with your decision. You can also estimate how long it may take to get a return on your investment (ROI). Check out the Wells Fargo Financial Calculators.
The US Social Security Administration (SSA) offers a suite of tools to make retirement benefits estimates based on selected date or age to begin receiving benefits at age 62, full retirement age, or age 70. Users can also estimate future monthly benefits based on your personal social security record. Navigate to the SSA Retirement Estimators.
You have worked hard for your Social Security and Medicare benefits. Enjoy them in your retirement to the fullest potential. Before you start to take advantage of these governmental benefits, think about all of your options with our industry-leading guide. Get our Guide to Social Security & Medicare Benefits.
The US Department of Education maintains this helpful information hub that covers various elements of college planning. It contains a wealth of resources for students and families about paying for college, including the latest FAFSA updates, preparing for college, repaying student loans, internships, jobs and volunteering opportunities. Learn more at the Department of Education’s College Planning Hub.
Wherever you are on your financial journey, you can prepare yourself to make informed financial decisions with these resources. CFPB guides help consumers understand and plan for big financial goals. Get the facts you need to make choices about money, credit scores, mortgages, and more. Go to the CFPB website.
The Federal Deposit Insurance Corporation (FDIC) provides tools, education, and news updates to help consumers make informed decisions and protect their assets. It offers an assortment of consumer information and tools related to building wealth, loans, credit cards and other financial matters. Learn more on the FDIC website.
The Small Business Association’s (SBA) Learning Platform offers a series of programs designed to empower and educate small business owners. Their courses can help guide you through small business essentials such as developing a business plan, finding financial options, or growing your business. Check out the SBA Learning Platform.
This former newsletter was launched in 1976 and has since transformed itself into one of the most respected websites in the personal finance arena. As its name implies, Bankrate supplies information about bank rates, mortgages, and credit cards. It is also a great source for personal finance advice in areas such as financial planning, retirement, and investments. Navigate to Bankrate.
The website caters to young adults grappling with their first major financial decisions. It compares financial services and offers advice on paying off debt, credit cards, student loans, mortgages, banking, and buying cars, and addresses such issues as common money mistakes and money saving strategies. It also offers a weekly newsletter and a seven-day course, MoneySchool, teaching basic finances. Check out Money Under 30.
Mint is one of the first online budgeting tools to automatically download transactions from various sources. It sets up a secure connection to your checking account, credit cards, and other spending sources to take the work out of managing your day-to-day finances. Then it pulls in your transactions automatically so that you can categorize and tag them according to your budget. Go to the Mint website.
Investopedia is the world’s leading source of financial content on the web, ranging from market news to retirement strategies, investing education to insights from scholars and investment professionals around the world. It offers a number of helpful beginners guides in areas such as risk management and investing essentials. Learn more on the Investopedia website.
In addition to personal finance tips and tricks, Kiplinger gives readers helpful business and economic forecasts. One of the greatest benefits of Kiplinger is the variety of content to keep readers engaged, including slide shows, videos, quizzes, news columns, special reports, blogs, and more. Navigate to the Kiplinger website.
On behalf of Magellan Financial, we thank you for taking the time out of your busy day to review our resources page. If you find these tools and websites helpful, please forward them on to others. If you have any questions or would like to be added to our email list to receive further resources directly, or would like help with your investments, we can be contacted at 484-240-5743, via email, or by subscribing via the side panel at right.