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  2. Money Advice: Spread The Wealth With These Resources

Money Advice: Spread The Wealth With These Resources

Courtesy of Persinger Planning, Washington DC

Here are some helpful websites we have gathered to help you do further research. Check back often for more links and please help us make this site useful by alerting us to any broken links.


Financial Planning: 

  • The Certified Financial Planning Board: Click here
  • Kris Persinger’s CFP record: Click here

Budgeting:

  • Mint: free financial planning and budgeting software: Click here
  • Quicken: The pioneer in financial planning software: Click here

Stocks:

  • Yahoo: Stock quotes and market information from Yahoo: Click here

Bonds:

  • Education: Here’s a good resource if you want to learn more about bonds: Click here
  • U.S. Treasury: Calculate the value of your Treasury bonds: Click here
  • Treasury Hunt: Find out if there are unclaimed savings bonds in your family’s name: Click here

Unclaimed Money:

  • Search: The 50 states have a free website where you find unclaimed money in your name. Click here

REITs:

  • Education: Learn all about Real Estate Investment Trusts: Click here

Retirement:

  • Social Security Administration: Find out what your benefits are calculated to be at retirement. Click here
  • Choose to Save: This nonprofit offers retirement calculators to help you figure out how much you need to save now to be secure in the future: Click here

College:

  • Financial Aid Info: This portal that connects you with everything about financial aid. Click here
  • Bankrate.com: Site offers this helpful website on various college savings options: Click here

Credit: 

  • Credit.com
  • CreditCards.com
  • NerdWallet.com
  • WalletHub.com

Security Freeze: you can freeze your credit reports so nobody can access them without your permission. This prevents identity thieves from setting up new accounts in your name.

  • Click here for Experian 
  • Click here for Equifax 
  • Click here for TransUnion


Junk Mail: You can stop those preapproved credit card offers that flood your mailbox. 

  • Click here

Banking:

  • Savings Accounts: The website Money-Rates.com lists the highest savings account interest rates at any given time. Click here 
  • Checking Accounts: There are even checking accounts with high interest rates. Click here

Debt:

  • Credit Counseling: The National Foundation for Credit Counseling can link you with a non-profit debt counseling program if you need help digging out of debt: Click here

 


The information being provided is a courtesy. When you link to any of these websites provided you are leaving this site. Persinger Planning makes no representation as to the completeness or accuracy of information provided at these sites. Nor are we liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you are leaving the Persinger Planning website and you assume total responsibility and risk for your use of the sites you are linking to.

 

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Washington , DC
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  •  Tel: (202) 537-8080
  •  Mobile: (727) 642-8677
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Persinger Planning is an independent company.  Securities offered through Integrity Alliance, LLC, member SIPC.  Advisory services offered through LexAurum Advisors LLC., an SEC- registered investment adviser.  Integrity Alliance, LLC, LexAurum Advisors LLC, and Persinger Planning LLC are not affiliated companies.

Neither Persinger Planning, nor Integrity Alliance, LLC, nor LexAurum Advisors, LLC provide tax or legal advice. Please consult the appropriate professional regarding your individual circumstances. 

This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact Kris Persinger at  (202) 537-8080 or kris@persingerplanning.com 

Check the background of this investment professional on FINRA's BrokerCheck.

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