Whether you would like to explore the credentials of a financial advisor, or to work numbers for yourself in a calculator, these sites are provided to be of assistance to you.
Information on Financial Advisers & Firms
The Investment Adviser Public Disclosure (IAPD)
https://www.investor.gov/introduction-investing/investing-basics/glossary/investment-adviser-public-disclosure-iapd
This database contains registration documents filed by investment adviser firms that register electronically using the Investment Adviser Registration Depository (IARD). The requirements vary by State and not all States require investment adviser representatives to register, so this can be helpful but is not fully comprehensive.
BrokerCheck
https://brokercheck.finra.org
Use this free tool created by the Financial Industry Regulatory Authority (FINRA) to research the background and experience of financial advisers and firms.
Retirement Calculators
AARP’s Retirement Calculator
https://www.aarp.org/money/retirement/retirement-calculator/
Fidelity Income Calculator
https://digital.fidelity.com/stgw/digital/planning/retirement/retirement-income-calculator/
Rowe Price Retirement Income Calculator
https://www.troweprice.com/usis/advice/tools/retirement-income-calculator
Retirement Income Calculator at Bankrate’s website
https://www.bankrate.com/retirement/retirement-plan-income-calculator/
Fidelity Retirement Calculators & Tools
https://www.fidelity.com/calculators-tools/retirement-calculator/overview
Asset Allocation/Portfolio Analysis
An Investor Questionnaire created by Vanguard
https://investor.vanguard.com/tools-calculators/investor-questionnaire
Bankrate.com
https://www.bankrate.com/
Morningstar.com
https://www.morningstar.com/
