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Resources

Financial Planning

  • The Garrett Planning Network is the premier group of fee-only, hourly financial planning professionals.
  • NAPFA, the National Association of Personal Financial Advisors, is the nation's leading organization dedicated to the advancement of Fee-Only comprehensive financial planning.
  • The Financial Planning Association is the largest collection of financial planners in the country.

Spoke Funds

  • Wondering about Spoke Funds®?  Go to the source: SpokeFund.com.
  • The Tarpon Folio is managed by Cale Smith, leader of Islamorada Investment Management and Spoke Fund® godfather. Cale also runs the Gecko Folio, which is a collection of income-producing master limited partnerships and closed-end bond funds.
  • Steven Kiel manages the Arquitos Value Folio as well as The Hayek Fund, which focuses on companies that epitomize free market principles.

General

  • My favorite overall site for personal finance is The Motley Fool. Check it out!
  • There are several good sites that deliver financial data, allow you to look up stock quotes, etc.  I use several, but MoneyCentral has the most comfortable interface for me. 
  • I consult several sites on a regular basis to stay abreast of market news and commentary.  MarketWatch is probably the free site that I consult most often.
  • Another site that I really like for general business news is Bloomberg. They have also got a dedicated application for the iPhone that I use multiple times per day - it can be downloaded from Apple's AppStore.
  • Go to AnnualCreditReport.com to request a free credit report every twelve months.
  • For ongoing monitoring and protection of your credit score, visit myFICO.
  • Bankrate.com allows you to compare rates on interest-bearing accounts, mortgages, consumer loans and more.
  • Participants in 403(b) plans can benefit from the educational resources available at 403(b) Wise.
  • I have used The Queensboro Shirt Company for several items, and have been very happy with their prices and service.  If you're looking for affordable logo apparel, they are definitely worth a look.
  • When I learned that my wife was pregnant with triplets, I quickly determined that we could use all the help we could get saving for college.  Shortly after our kids were born, I signed up for Upromise, and we have since benefited from significant contributions as a result.  The contributions are not a replacement for sound planning, but the service is certainly worth investigating.  It has been very valuable for us.
  • If you are parents of multiples, you're probably already aware of The Triplet Connection.  If not, check it out.  If you are expecting, this is a particularly valuable resource.  The forums can really reduce your learning curve in many areas, such as what stroller to buy, what vehicle fits three car seats in one row, and other burning questions that you probably thought you'd never need to answer.

Local to Arizona and Ahwatukee

  • Are you an Arizona resident?  If so, please consider supporting Arizona businesses by visiting Local First Arizona.
  • Free Business Directory

  • Foothills Financial Planning supports EVLiving.com.
 

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