Money Management tools


Since I’m about to “transition” our of my current job and into the “even better” part of my life, I’m always on the lookout for Boomer tools to educate our mass!  I happened upon the website, “MyRetirementPaycheck“, and found it to be very beneficial, and easy to navigate!

Provided by NEFE (National Endowment for Financial Education), whose mission is dedicated to the mission of helping all Americans acquire the information and gain the skills necessary to take control of their personal finances, this site touches upon key questions that pre and post-retirees ask.  Here’s an excerpt from their site:

A retirement paycheck is a practical way to think about how you will pay yourself during your retirement years.  All the questions you ask yourself in this site are connected to one larger question: ‘How much of a regulare retirement paycheck can I expect to pay myself?’  The answer to this question requires a holistic approach: it depends on decisions you will make about your work, your benefits, your home, and more.

 

To Our Financial Freedom,

Joan M. Jackson, Principal

JMJ Information Services

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Below is a wonderful, new, well-rounded website dedicated to your financial literacy provided by the National Endowment for Financial Education:

The National Endowment for Financial Education is a non-profit that aims to educate and prepare Americans to successfully face financial challenges throughout all stages of life, In order to accomplish this goal, they have crafted this website called “Smart About Money”, and it is full of interesting resources and materials.

First-time visitors will note that there is an excellent “Resource Library” link that contains articles, online courses, curriculum, and tools from NEFE and other unbiased sources. Visitors can choose from almost two dozen topics, including “Home Ownership”, “Bankruptcy”, “Investing”, “Hiring a Financial Planner”, and “Buying a Car”. Other users who enjoy their financial advice on the fly can have financial tips sent directly to their phone by signing up in the blue box with the light bulb in it. News and free financial tips by e-mail can be accessed simply by signing up for them via the “Email Newsletter Signup” box.

The “Life Events and Financial Decisions” link has a host of topics, including the “Crises & Emergencies” section, which contains information on such subtopics as “Natural Disasters” and “Emergency Preparedness”.

To Our Financial Freedom,

Joan M. Jackson, Principal

JMJ Information Services

Market Research for Entrepreneurs,  Small Business Coaching, and Information Products for Your Business

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If you are contemplating hiring a financial planner, then you should take a look at the FINRA BrokerCheck®

The Financial Industry Regulatory Authority (FINRA) is the largest independent regulator for all securities firms doing business in the United States. They oversee nearly 4,535 brokerage firms, 163,620 branch offices and 631,640 registered securities representatives. FINRA’s chief role is to protect investors by maintaining the fairness of the U.S. capital markets.

Use FINRA BrokerCheck® to Review Your Broker’s Record!

Whether you’re choosing a new investment professional or have been with the same brokerage firm for years, it’s a good idea to review your broker’s record.
Always verify the background of a new investment professional before handing over any money. If you’ve been with the same professional for years, a periodic review could reveal warning signs or issues you might want to explore further.

FINRA’s BrokerCheck database can help you research the backgrounds of all FINRA-registered securities firms and brokers.

  • Free, convenient and easy to use. It’s easy to view or download a complete BrokerCheck report on an individual broker or brokerage firm. The free reports will be generated in seconds, helping you determine whether to conduct, or continue to conduct, business with that party.
  • Comprehensive. BrokerCheck features professional background information on approximately 1.3 million current and former FINRA-registered brokers and 17,000 current and former FINRA-registered brokerage firms.
  • Current. Because BrokerCheck information comes from the Central Registration Depository (CRD®), the securities industry’s central licensing and registration system, the reports contain the most current compliance data on brokers and firms available.

Obtain Information About Brokers & Firms

Receive information on:

  • Broker employment history
  • Broker licensing status
  • Criminal events
  • Regulatory actions
  • Investor complaint information
  • Pending investigations and regulatory proceedings

For assistance with checking the background of a broker, call the FINRA BrokerCheck Hotline at (800) 289-9999.

To Our Financial Freedom,

Joan M. Jackson, Principal

JMJ Information Services

Market Research for Entrepreneurs,  Small Business Coaching, and Information Products for Your Business

Author and Contributor of e-booklets:

Feed the pig??  Just think about your good ol’ piggy bank you had while growing up, and the fun you had periodically adding coins!  Well folks, the same thing applies as we grow older and wiser!

Welcome to Feed the Pig!

This site features your “spokespig” Benjamin Bankes, who reminds you to feed your piggy bank (or whatever financial vehicle you use to save!).

This website is here to help you do just that. Here, you’ll find fun tools, a quiz, tons of tips and other resources. They will all help you think through your spending and saving habits, identify ways you can start saving and commit to making changes that will reduce your debt and grow your savings.

Specifically, on this site you can:

  • Pick a personality similar to yours in Me Save? Then choose a set of spending habits you want to change or break and find out how much you can save over a month, a year or even 35 years!
  • Sync your Feed the Pig profile with Facebook or your iGoogle Homepage to track what you can save over time.
  • Find out how much you can save no matter what course your life takes in the 5% Challenge.
  • Take a quiz to see how well you understand the psychology behind our saving and spending habits.
  • Get savings tips, which you can rate and comment on.
  • Talk to others about how they “Feed the Pig.”
  • Watch and listen to Feed the Pig TV and radio ads.

You can also sign up to get weekly “savings tips” delivered to your email!  Treat 2011 as your year to save, save, and SAVE SOME MORE!

Joan Jackson, Principal

JMJ Information Services and Baby Boomer Resource Center.com

Market Research for Entrepreneurs,  Small Business Coaching, and Information Products for Your Business

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