About Table Rock
Qualification & Background
Financial Planning Philosophy
Investment Management Philosophy
Financial Planning
Investment Management
Financial Planning Process
Financial Planning Fees
Recommended Books
Recommended Websites
Client Disclosure Brochure
Confidential Questionnaire
Financial Planning Client Services Agreement
Investment Management Client Services Agreement
Disclosures
Copyright Notice
Form ADV Part II
Privacy Statement
Web Resources
Investing
Morningstar:
http://www.morningstar.com
The Coffeehouse Investor:
http://newsite.coffeehouseinvestor.com
IndexUniverse.com:
http://www.indexuniverse.com
The Motley Fool:
http://www.fool.com
Vanguard:
https://personal.vanguard.com
Charles Schwab:
https://www.schwab.com
Scottrade:
https://www.scottrade.com
Fidelity:
https://www.fidelity.com
Wise Investing:
http//moneywatch.bnet.com/investing/blog/wise-investing/
TreasuryDirect.gov:
http://www.treasurydirect.gov
Investopedia:
http://www.investopedia.com
Retirement
Social Security Administration:
http://www.ssa.gov
Retirement Plans – Investopedia:
http://www.investopedia.com
Vanguard.com – Retirement Planning Center:
https://personal.vanguard.com
Fidelity.com – Retirement Planning Center:
http://personal.fidelity.com
Schwab.com – Retirement Planning Center:
http://www.schwab.com
Budgeting, Savings, and Debt Management
Bankrate.com:
http://www.bankrate.com
DepositAccounts.com:
http://www.depositaccounts.com
Mint.com:
http://www.mint.com
YouNeedaBudget.com:
http://www.youneedabudget.com
AnnualCreditReport.com:
https://www.annualcreditreport.com
Consumer Credit Counseling Services:
http://www.cccsintl.org
Dave Ramsey:
http://www.daveramsey.com
College Savings
Savingforcollege.com:
http://www.savingforcollege.com
Ideal--Idaho College Savings Program:
https://idsaves.s.upromise.com
Finaid:
http://www.finaid.org
College Board:
http://www.collegeboard.com
Taxes
Internal Revenue Service:
http://www.irs.gov
Idaho State Tax Commission:
http://tax.idaho.gov
About.com—Tax Planning:
http://taxes.about.com
Insurance
Term Life Insurance-Zander.com (instant quote-no contact info required):
http://www.zanderins.com
Term Life Insurance-Term4Sale (instant quote-no contact info required):
http://www.term4sale.com
Low Load Insurance Services:
http//www.llis.com
Idaho Insurance Department-Consumer Info:
http://www.doi.idaho.gov/consumer
Idaho Life and Health Guaranty Association:
http://www.idlifega.com
National Association of Insurance Commissioners-Consumer Info:
http://www.naic.org
Insurer Ratings: A.M. Best –
http://www.ambest.com
Insurer Ratings: Fitch Ratings:
http://fitchratings.com
Insurer Ratings: Moody’s:
http://moodys.com
Insurer Ratings: Standard and Poor’s:
http://www2.standardandpoors.com
Insurer Ratings: TheStreet.com (Weiss):
http://www.weissratings.com
Legal and Estate Planning
Estate Planning Links:
http://www.estateplanninglinks.com
Nolo.com:
http://www.nolo.com
LegalZoom.com:
http://www.legalzoom.com
Crash Course in Wills and Trusts:
http://www.mtpalermo.com
FindLaw.com:
http://www.findlaw.com
Podcasts
Vanguard Plain Talk on Investing & Investment Commentary:
https://personal.vanguard.com/us/news/podcasts
NPR Marketplace Money:
http://marketplace.publicradio.org
NPR Marketplace:
http://marketplace.publicradio.org/episodes
NPR Planet Money:
http://www.npr.org/blogs/money
The Dave Ramsey Show:
http://www.daveramsey.com
Christian Financial Resources
Crown Financial Ministries:
http://www.crown.org
MoneyLife™ Podcast:
http://www.crown.org/Media
Sound Mind Investing:
http://www.soundmindinvesting.com
Sound Mind Investing radio programs:
http://www.soundmindinvesting.com/radio
Christian Personal Finance:
http://christianpf.com/
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