Websites We Like
Women, Work, and Financial Security
- Catalyst – Studies women at work across the globe and especially in the United States.
- Institute for Women’s Policy Research – Studies disparities like the lifetime earnings gap and the impact of caregiving on financial security.
- The American College of Financial Services, Center for Women – Conducts ground-breaking research on women and the financial services industry.
- Women’s Institute for a Secure Retirement – Provides objective information about women, their retirement risks and public policy.
Women Business Owners
- Association of Women’s Business Centers – Helps women succeed in entrepreneurship by providing training, mentoring, business development, and financing opportunities.
- National Association of Women Business Owners (NAWBO) – Largest national member organization dedicated to advancing the wealth creation among women business owners.
- U.S. Small Business Administration (SBA), Office of Women’s Business Ownership – Offers comprehensive training and counseling on a vast array of topics in many languages to help women start and grow their own businesses.
- Women’s Business Development Council (WBDC) – Nonprofit organization committed to advancing the expansion of women and minority-owned businesses. entrepreneurs, Located in nine states across the Midwest, WBDC provides services and programs to support entrepreneurs from a wide variety of backgrounds.
Financial Education Resources
- Investopedia – Serves as a resource for investors, consumers, financial professionals, and students who seek guidance or information on various topics.
- Insurance Education – Features objective information on wide range of insurance types, as well as tools, educational publications, FAQs, news and other information.
- JumpStart Coalition for Financial Literacy – Works to advance financial literacy of preschool through college-age youth through public advocacy, site includes resources and tools.
- Let’s Make a Plan – Timely and insightful articles covering important financial planning topics focused on consumer interests.
- National Endowment for Financial Education – Nonprofit foundation dedicated to empowered financial decision-making for individuals and families.
- U.S. Financial Literacy and Education Commission – Provides links to U.S. Government financial education resources on a wide range of topics.
Our mission is to provide trustworthy, comprehensive, and competent financial planning education for women that inspires sound decision-making, purposeful action, and philanthropy.
Financial, Tax and Legal Advisors
Competent, trustworthy advice can be hard to find. There are hundreds of financial, tax and legal professional designations. This “alphabet soup” is confusing and frequently misleading. We strongly recommend researching all advisors you are considering or who are already working with you.
Financial Planners
- Certified Financial Planner® (CFP®) Board of Standards – Search for individuals who currently hold CFP® certification and reports on those who have been publicly disciplined by the Board.
CFP® professionals (and most other financial advisors) are also licensed and regulated by one or more of the following agencies. Be sure to check advisors for disciplinary actions through these regulatory bodies as well.
- Financial Industry Regulatory Authority (FINRA), Broker Check – Reports employment history, certifications, licenses, and violations for brokers and investment advisors.
- Securities and Exchange Commission (SEC) – Issues alerts warning investors about the investment scams. Provides information specific Investment Advisor registration and sanctions.
- State Departments of Insurance and National Association of Insurance Commissioners (NAIC) - Insurance agents and brokers are regulated by the Department of Insurance in each state. Call your state or check the NAIC Consumer Information Source (CIS) to verify licensing and see if an agent or company has complaints filed against them.
Legal and Tax Advisors
- American Bar Association (ABA) – Attorneys are licensed by state agencies. These agencies report on which lawyers are licensed to practice in their state and if they are in good standing. Check with your state’s Bar Association. The ABA site provides links to each state for consumers to check an attorney’s status.
- American Institute of Certified Public Accountants (AICPA) – Certified Public Accountants (CPA) are licensed by state agencies. These agencies report on which CPAs are licensed to practice in their state and if they are in good standing. The AICPA site provides links to each state for consumers to check a CPA’s status.
