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Financial Planning

MoneyGuidePro: View your financial plan.

Yodlee OnCenter: Access all your bank, brokerage, and credit card accounts online

Investment Planning

Yahoo Finance: Current market information.

CBOE: The source for options trading information.

Fidelity Investments: Access your Fidelity brokerage account.

Regulatory Agencies / Associations

Certified Financial Planner Board of Standards: The professional organization for CFP® Practitioners.

National Association of Personal Financial Advisors: The association for fee-only financial advisors.

National Association of Securities Dealers: Check the background of your broker.

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