Financial and Life Planning Resource Directory
Sponsored by
The Association for Integrative Financial and Life Planning
and The Life Planning Network
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Source Type (service, document, product)
Planning/advice
Services other than planning / advice
Articles
Books / monographs
Periodicals
Websites (informational)
Software
Financial Life Planning Online (Financial Life Planning Institute)
http://www.flponline.net/
FLP Online is an interactive web-based financial life planning program full of planning tools and resources to help financial services professionals understand and apply financial life planning into their practices.
RetirementWorks II (RetirementWorks, Inc.)
http://www.RetirementWorks2.com, $189 retail, $89 wholesale, for the first year. $44.50 for renewal years.
Consumer-usable software for individuals, employers, and other sponsors. Performs comprehensive, integrated financial plans for retirees and near-retirees.
Training materials
IRA Quick Reference Guides (Appleby Retirement Consulting Inc), Updated annually
http://www.applebyconsultinginc.com, $99.97 for the entire set or $19.97 each
Concise guides on IRA beneficiary options, Roth IRA distributions, portability of retirement accounts, IRA deductibility, and comparing Roth IRAs and traditional IRAs.
Expertise
Other / general / not specified
National Council on the Aging
Active in: USA
1901 L Street NW, 4th Floor, Washington, D.C. 20036
Telephone:202-479-1200
http://www.ncoa.org/
Focused on improving health, enhancing economic security, promoting independence and dignity, and strengthening community organizations for the elderly.
SPRY Foundation
Active in: USA
3916 Rosemary Street, Chevy Chase, MD 20815
Telephone:301.656.3405
Fax:301-656-6221
morganr@spry.org
SPRY carries out applied research and education programs designed to enable people to age with purpose, and to continue to have meaningful engagement in their lives. Of special concern are disadvantaged and vulnerable populations.
U.S. Administration on Aging
Active in: USA
Administration on Aging, Washington, DC 20201 (plus regional and local offices)
Telephone:202 619-0724
http://www.aoa.gov/about/over/over.aspx
AoA provides home and community-based services to millions of older persons through the programs funded under the Older Americans Act. Their website provides information about these products and services, and about aging in general.