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
Saving for College
- Morningstar’s review of the Best and Worst 529 Plans
- Are 529 plans obsolete? (Hint: No!)
When was the last time you thought carefully about your finances? If you are like most 20 - 30 somethings, it's been too long. Now is the time to get your financial ass into shape. After all, it's YOUR future. Read on: I guarantee you will learn something new here that will have a big impact on your life. 