Appendix: Financial Tools and Resources

Financial Planning Tools—

SEC/FINRA (www.investor.gov)

Vanguard Retirement (www.retirementplans.vanguard.com)

Financial Mentor (www.financialmentor.com)

SmartAsset (www.smartasset.com)

Asset Allocation and Portfolio Management—

Wealthfront (www.wealthfront.com)

Betterment (www.betterment.com)

Personal Capital (www.personalcapital.com)

Vanguard (www.personal.vanguard.com)

Portfolio Visualizer (www.portfoliovisualizer.com)

Portfolio Charts (www.portfoliocharts.com)

Financial Industry Organizations—

Certified Financial Planner (www.cfp.net)

Chartered Financial Analyst (www.cfainstitute.org)

U.S. Securities and Exchange Commission (SEC) (www.investor.gov)

Budgeting/Bill Pay—Mint (www.mint.com)

Financial Products Review—NerdWallet (www.nerdwallet.com)

Alternative Investments Primer—World Economic Forum (www.weforum.org/reports)