There are a number of non-profit organizations and professional
associations that provide information on retirement planning for the
individual consumer. Many banks and insurance companies also have
financial planning services. You may wish to contact your bank,
insurance agent or credit union to see if they offer any free services,
classes, or publications. Additionally, if you have a retirement plan
with an organization like TIAA-CREF, representatives will often be able
to answer questions about investment and financial planning options. The
following list is a small collection of the resources available.
Degrees of Financial Literacy - Retirement Section
Part of a larger website sponsored by the American Institute of
Certified Public Accountants to assist people in making personal finance
decisions. Features a large collection of articles, FAQs and other
portal with a section on specific questions and problems associated
videos are also available to help explain the process.
Section on the topic of retirement planning.
Features on different aspects of investment and retirement.
- Investopedia.com -
- As an investor education site, this resource contains a number of
different tools for those planning their retirements, including an introductory
tour of retirement plans, a collection of articles
and a retirement planning dictionary.
- There is also a free
mini-tutorial on retirement planning available.
You will find a series of webpages devoted to Enjoying
Retirement here. There is also an online quiz designed to help
consumers make their retirement savings last.
- The Motley Fool
A division of Yahoo! Finance, this site has a comprehensive guide
to retirement which clearly answers important questions about
preparing for retirement.
• Online portal for retirement planning which contains useful articles,
calculators and guides as well as a unique collection of research
- Additional Tools - Calculators and questionnaires
There are also a number of calculators and questionnaires available
online designed to assess one's current financial situation and plot out
a course of action for retirement savings. Some examples include: ASTEC’s
Retirement Personality Profile available on the Choose to Save
site, and the retirement
calculator on the NASD site.