35 Useful Personal Finance Web Sites
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The document describes 35 useful personal finance websites organized by topic such as calculating investments, checking credit reports, learning about taxes, and monitoring accounts. It provides the URL for each site and a brief one sentence description. Additional resources from meeting participants are requested at the end. Common reasons people visit financial websites are also outlined, such as doing calculations, learning about topics, and following respected leaders. Features of good sites mentioned are being mobile friendly, having intuitive designs, and including financial literacy resources.
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35 Useful Personal Finance Web Sites
- 1. 35 Useful Personal Finance Websites Barbara O’Neill, Ph.D., CFP® Owner/CEO, Money Talk
- 2. “Street Cred” I use personal finance websites every day for work projects, as well as for personal use.
- 4. Workshop Format • Describe 35 useful personal finance websites (in no particular order) • Provide information on a wide variety of personal finance topics • Share additional resources from meeting participants
- 5. Why Do YOU Visit Personal Finance Websites?
- 6. Common Reasons to Visit Financial Websites • Do financial calculations (e.g., loan payments, amortization) • Perform certain tasks (e.g., check credit report) • Learn about specific topics (e.g., cryptocurrency) • Check for tax refunds (https://www.irs.gov/refunds) • Check bank/credit union/investment account balances • Check stock market performance (e.g., DJIA or S&P 500) • Follow respected personal finance thought leaders • Find local financial advisors NAPFA: http://www.napfa.org/ CFP Board: https://www.letsmakeaplan.org/
- 7. What Makes a Good Financial Web Site?
- 8. Features of Good Personal Finance Websites • Mobile-friendly design • Intuitive design with minimal clicks required • Relatable content • Available security features • Financial literacy resources • Not “text-heavy”
- 9. 1. Investment Risk Tolerance Assessment http://pfp.missouri.edu/research_IRTA.html
- 11. 3. Annual Limits Relating to Financial Planning https://www.kaplanfin ancial.com/resources/ industry- updates/annual-limits (2022)
- 12. 4. Are You Rich? (New York Times) https://www.nytimes.com/interactive/2019/08/01/upshot/are-you-rich.html
- 13. 5. Car Buying Calculators (Bankrate) https://www.bankrate.com/calculators/index-of-auto-calculators.aspx
- 14. 6. Compound Interest Calculator (SEC) https://www.investor.gov/financial-tools-calculators/calculators/compound- interest-calculator
- 15. 7. Consumer Debt-to-Income Ratio Calculator https://www.clearpoint.org/tools/debt-income-ratio-calculator/
- 16. 8. Credit Card Payoff Calculator https://www.bankrate.com/calculators/credit-cards/credit-card-payoff- calculator.aspx
- 17. 9. Credit Report Request Web Site • https://www.annualcreditreport.com • https://www.annualcreditreport.com/manualRequestForm.action
- 21. 13. Irregular Expense Calculator https://www.calculators. org/budget/irregular.php
- 22. 14. IRS Tax Withholding Estimator https://www.irs.gov/individuals/tax-withholding-estimator
- 23. 15. Kiplinger’s Personal Finance and Money (Online Magazines) • https://www.kiplinger.com/ • https://money.com/
- 26. It’s Halftime! Any Questions So Far?
- 29. 20. Pay Down Debt or Invest Calculator https://www.getsmarterabout money.ca/calculators/pay-debt- invest/ 2022 Marginal Tax Brackets: https://njaes.rutgers.edu/mone y/tax-info/marginal-tax- brackets.php?2022
- 31. 22. Personal Finance Quizzes http://moneytools.org/personal-finance-quizzes https://www.synchronybank.com/blog/personal -finance-101-quiz/ https://www.proprofs.com/quiz- school/topic/personal-finance https://www.usatoday.com/web- stories/finance-quiz-money/
- 33. 24. Powerball Lottery Simulator • https://graphics.latimes.com/ powerball-simulator/
- 34. 25. RCE (Rutgers Cooperative Extension) Personal Finance Web Site https://njaes.rutgers.edu/money/
- 35. 26. Required Minimum Distribution (RMD) Calculator https://www.investor. gov/financial-tools- calculators/calculators /required-minimum- distribution-calculator Updated for 2022 life expectancy table.
- 38. 29. Rule of 72 Calculator (Money Chimp) http://www.moneychimp. com/features/rule72.htm
- 39. 30. Rule of Three Worksheet https://www.slideshare.net/BarbaraONeill/ rule-of-three-worksheet-for-comparison- shopping
- 40. 31. Savings Calculator https://www.bankrate.com /calculators/savings/saving- goals-calculator.aspx
- 41. 32. Squared Away Blog (Center for Retirement Research at Boston College) https://squaredawayblog.bc.edu/
- 42. 33. Who Gets Grandma’s Yellow Pie Plate™? https://extension.umn. edu/transferring- property/transferring- non-titled-property
- 43. 34. FINRA Retirement Calculator https://tools.finra.org/ retirement_calculator/
- 44. 35. General Purpose Financial Websites MSN Money Yahoo! Finance https://www.msn.com/en-us/money https://finance.yahoo.com/
- 45. Personal Finance Podcast Websites • Retirement Wisdom: https://www.retirementwisdom.com/the-retirement- wisdom-podcast-2/ • Retirement Revealed (Jeremy Keil, CFP®): https://keilfp.com/blogpodcast/ • The Retirement Answer Man (Roger Whitney, CFP®): https://www.rogerwhitney.com/blog • Her Money (Jean Chatzky): https://podcasts.apple.com/us/podcast/hermoney-with-jean- chatzky/id1098802558
- 46. What Are Your Favorite Financial Web Sites?
- 47. Thank You For Attending This program was like a NJ Diner menu…you can’t “consume” everything at once Pace yourself…try a few websites that meet your needs and interests
- 48. Final Questions or Comments?