Academic journal article Journal of Accountancy

Smart Stops on the Web

Academic journal article Journal of Accountancy

Smart Stops on the Web

Article excerpt


A Free Plan for the Future

Investors can get a free financial plan by filling out a short online questionnaire at this site. For a thorough analysis, they can download a comprehensive form and mail it to Atlantic Financial, an independent investment firm in Westboro, Massachusetts. A representative from the company will contact the investor to discuss his or her information in detail. Visitors also can get mutual fund advice and a range of articles on personal financial planning (PFP), 401(k) plans and Social Security benefits.

Dive Into Savings

The Santa Ana, California-based PFP firm Springboard Planning and Advisory Group has information on its Web site about building wealth, cutting taxes and protecting assets. When users fill out their free online financial planning survey, they receive projections for tax savings based on varying initial contributions and information about other PFP methods.

A Wealth of Information

Deloitte & Touche Online's Personal Finance Advisor offers publications and tips, financial analysis, information about preserving and transferring wealth and a tax planning guide. The site also features the Tax Week in Review, with current events from Capitol Hill.

A Web Site for Women

The Women's Network is for "busy women sharing solutions and advice." Its home page features topics such as budgeting, divorce and salary. The money channel includes information on debt consolidation and PFP. Article titles include "A Man Is Not a Retirement Plan" "Cut Your Mutual Fund Taxes" and "Tax Savvy Investing: Five Tips."

Financial Terms Defined

The TIAA-CREF Dictionary of Financial Terms lists words from "accrued interest" to "valuation period" and their meanings. Users can access a library with articles such as "Making Sense of Social Security" "Principles of Sound Investing" and "Taxes and Estate Planning."

For the Financial Adviser

The Financial Planning Interactive Web site is tailored to the independent financial adviser and offers free membership and a free e-newsletter. Sections on financial planning, investments, practice management and practice transitions feature articles, industry surveys and news. …

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