Lighthouse Financial Advisors, Inc.

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Helpful Links

ABC Financial Planners – Fee-only Financial Planners in Denver, CO)
Comprehensive advice to help you achieve financial independence.
www.abcplanning.com/

Alliance of Cambridge Advisors
www.cambridgeadvisors.com

Mastermind Your Ideal, Inc.
www.mastermindyourideal.com

Certified Financial Planner Board of Standards, Inc.
www.cfp.net

NAPFA
www.napfa.org

U.S. Securities and Exchange Commission
www.sec.gov

Internal Revenue Service
www.irs.gov

State of NJ Division of Taxation
www.state.nj.us/treasury/taxation/

New York State Dept. of Taxation and Finance
www.tax.state.ny.us

Morningstar (check to see what your funds are costing you)
www.morningstar.com

Savings Bond Calculator (see what your bonds are worth)
www.publicdebt.treas.gov/sav/savcalc.htm

Treasury Direct (US Savings Bonds) (to purchase bonds)
www.savingsbonds.gov

Bob Veres’ Inside Information
www.bobveres.com

Fidelity Investments
www.fidelity.com

Boston College
www.bc.edu

Fishing at the Jersey Shore
www.stripersurf.com

Harrorgate
www.harrogate-lifecare.org

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Thursday February 23rd, 2012

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Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP(R),
Certified Financial Planner™ and CFP(R) in the U.S., which it awards to individuals who successfully
complete initial and ongoing certification requirements.