MoneyMerc

This page is a reference for many of the topics discussed here at MoneyMerc. It’s a work in progress, but you’ll find useful facts, figures, calculators and resources below.

General Financial Planning

• Financial Planning Basics
• The Financial Planning Process
• Find a CFP(r) near you
• How to choose a financial planner

Tax

• Financial Planning Association 2008 Tax update with limits, rates, phase-outs, etc.

Investing

• MSN Mutual Fund Screener
• Understanding Mutual Fund Share Classes

Saving for College

• Morningstar’s review of the Best and Worst 529 Plans
• Are 529 plans obsolete? (Hint: No!)