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FIN FIT Resources
The Resources listed below will help you find information on investing, personal finances, raising capital, entrepreneurs, work and job platforms, and books.
FIN FIT Resources
- The Internal Revenue Service (irs.gov) has a guide that compares traditional IRAs and Roth IRAs.
- The National Endowment for Financial Education’s site (Smartaboutmoney.org) has free guides that explain stocks, bonds, and mutual funds.
- You might want to join the National Association of Investors Corp (betterinvesting.org) to learn more about the stock market through online classes, webinars, and research reports. This group can also help you set up an investing club.
- For a DIY approach to your finances, you might consider using Robo-Advisor, an online money manager. This includes betterment.com and wealthfront.com
- FINRA’s BrokerCheck (brokercheck.finra.org) gives you a snapshot of a broker's employment history, regulatory actions, and information on their investment-related licensing, arbitrations, and complaints.
- Check out wiserwomen.org from the nonprofit Women’s Institute for a Secure Retirement ("WISER"), especially its Investment 101 tutorial.
- Websites that offer software to track spending and set up budgets are mint.com and youneedabudget.com
- Check your credit score. You can check your credit report with the three credit bureaus—Experian, TransUnion, and Equifax—for free once a year. To request your reports, go to annualcreditreport.com.
- Get estimates of your Social Security and pension benefits. You can get an estimate of your future Social Security benefits and a record of your lifetime earnings history at ssa.gov
- You should seek out a fee-only financial planner who has the Certified Financial Planner designation awarded by the nonprofit Certified Financial Planner Board of Standards.
- National groups of financial planners offer searchable databases with contact information include:
- The National Association of Personal Financial Advisors (napfa.org)
- The Financial Planning Association (onefpa.org)
- The Certified Financial Planner Board of Standards (CFP.net),
- Garrett Planning Network (garrettplanningnetwork.com)
- Check out the Financial Planning Association of Georgia (fpaga.org)
- To find a local planner, you can go to plannersearch.org/financial-planner/Georgia
- Another excellent source of financial advice is the Association for Financial Counseling and Education (afcpe.org)
- It's important to estimate how much money you will need for retirement. A good place to start is the online Ballpark Estimate calculator from the Employee Benefit Research Institute’s site, choosetosave.org. Many mutual fund companies also have good retirement calculators on their sites.
- When I'm 65 (wi65.org) is a public television documentary and engagement program that explores the changing realities of retirement and provides toolkit materials including action guides and videos customized for various age groups.
- Look for know-how through a local chamber of commerce, Small Business Association’s Women Business Center, or women’s business owner associations
- Greater Columbus Georgia Chamber of Commerce (columbusgachamber.com); 1200 6th Avenue, Columbus, Georgia 31902; 1-800-360-8552.
- SBA Women’s Center in Georgia: ACE Women's Business Center; Women's Business Center (aceloans.org/wbc/); 10 College St. N.W.; Norcross, GA 30071; 678-335-5600 ext. 12
- SBA Women’s Center in Georgia: The Edge Women's Business Center 975 Cobb Place Blvd; Kennesaw, GA 30144; 770-694-6593
- SCORE.org, the small business advisory nonprofit supported by the U.S. Small Business Administration, can provide critical support to your organization. You can find local Columbus SCORE mentors at columbusga.score.org/.
- The firm nav.com supplies free credit research and tools for small business owners.
- Women-Owned Business Certification: It might make sense, too, to get certified as minority-owned and as a women’s business on the federal, state, and city level
- The Women’s Business Enterprise National Council (wbenc.org) is the largest certifier of women-owned businesses or women’s business enterprises in the United States
- The Business Administration (sba.gov) offers the Women-Owned Small Business ("WOSB") designation
- The National Woman Business Owners Corporation (nwboc.org) also has a national certification program. Its requirements are similar to those of WBENC. The group provides certified businesses with a mentoring program and training opportunities.
- Federal vs. State Certification. In addition to private third-party certifiers like the WBENC and NWBOC, several state and local agencies offer certification programs.
- You might want to get help from an organization or business that connects and supports women entrepreneurs. Three of our favorites are:
- Crowdfunding can be a very effective way to get a business off the ground and keep it rolling. And women are taking advantage of it more and more. Crowdfunding and crowdlending sites include:
- Crowdfunding platforms specifically for women entrepreneurs include:
- SCORE Atlanta (atlanta.score.org); 233 Peachtree Street NE, Suite 1900, Atlanta, GA 30303; Ph: 404-331-0121
- SCORE Columbus (columbusga.score.org); 101 13th Street Wachovia Bank Building, Columbus, GA 31901; Ph: 706-596-8331
- National Association of Women Business Owners, Atlanta (nawbo.org/Atlanta); 6300 Powers Ferry Rd. Suite 600-247, Atlanta, GA 30339; Ph: 678-534-8090; Email: [email protected].
- AARP Job Board (jobs.aarp.org) matches interests and skills with employers that are committed to an age-diverse workforce.
- flexjobs.com
- remote.co
- retirementjobs.com
- You can try sidehusl.com for freelance work. Sidehusl provides ratings and reviews on more than 250 gig sign-ups, including their earning potential and fees.
- Work at Home Vintage Experts (wahve.com) provides flexible work for retired and pretiring professionals.
- Get a Financial Life: Personal Finance In Your 20's and 30's, by Beth Kobliner
- The Encore Career Handbook: How to Make a Living and a Difference in the Second Half of Life, by Marci Alboher
- Great Jobs for Everyone 50+: Finding Work That Keeps You Happy and Healthy and Pays the Bills, by Kerry Hannon
- Second Act Careers: 50+ Ways to Profit From Your Passions During Semi-Retirement, by Nancy Collamer
- Purpose and a Paycheck, by Chris Farrell
- Never Too Old to Get Rich: The Entrepreneur's Guide to Starting a Business Mid-Life, by Kerry Hannon
- Money Confidence, by Kerry Hannon
- Spend Well, Live Rich, by Michelle Singletary
- Investor & Financial Literacy Guide. Strategies for Investing Wisely & Avoiding Financial Fraud.
Download the Investor & Financial Literacy Guide >> - Starting Your Financial Future Booklet: Making Informed Decisions When Starting Your New Job.
Download Starting Your Financial Future Booklet-English>>
Download Starting Your Financial Future Booklet-Spanish>> - Money and Marriage: Starting Your Financial Life Together.
Download the Money and Marriage Booklet-English >>
Download the Money and Marriage Booklet-Spanish >> - Military Guide to Money & Investing.
Download the Military Guide to Money & Investing>> - Financial Field Manual: The Personal Finance Guide for Military Families.
Download the Financial Field Manual Manual>> - SeniorSAFE: Protecting Your Finances.
Download the SeniorSAFE Pamphlet >> - Investment Fraud: Spot the Red Flags and Take Action.
Download the Investment Fraud booklet >>
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