Contact Information

Meeting:
191 Post Road West
Westport, CT 06880
t. 203.727.4289
e. info@financialplanningmtrs.com

Mailing:
P.O. Box 803
Fairfield, CT 06824

Web Resurces

Financial Planning

Garrett Planning Network, Inc.– www.garrettplanningnetwork.com
CFP Board of Standards – www.cfp.net
National Association of Personal Financial Advisors (NAPFA) – www.napfa.org
Financial Planning Association (FPA) – www.fpanet.org

Taxes and Accounting

Internal Revenue Service (IRS) – www.irs.gov
Connecticut Department of Revenue Services – www.ct.gov/drs
American Institute of Certified Public Accountants (AICPA) – www.aicpa.org

Seniors

AARP – www.aarp.org
Southwestern Connecticut Agency on Aging – www.swcaa.org
Social Security Administration – www.ssa.gov
Medicare – www.medicare.gov

Parents and Students

Saving for College.com – www.savingforcollege.com
Connecticut Higher Education Trust (CHET) – www.AboutChet.com
College Planning – www.collegeboard.com

Enhancing Financial Literacy

www.Mymoney.gov
www.360financialliteracy.org

Estate Planning

www.nolo.com

Insurance

www.insure.com
Insurance Information Institution – www.iii.org
Low Load Insurance Services, Inc.– www.llis.com

Financial Information

Wall Street Journal – www.wsj.com
CNBC – www.cnbc.com
Morningstar – www.morningstar.com
Loans and interest rates – www.bankrate.com