Useful Resources

College Planning

Saving for College
A comprehensive guide to college funding.

Smart Money – College Planning
A good source for articles, information, and breaking news on college planning topics.

Xap Student Center
Assists students with online applications, transcripts and other educational services.

The most comprehensive free resource for objective and unbiased information, advice, and tools for financial aid.

Turbo Tax College Tax Credits

A summary of the tax credits and deductions available to students.

Future Scholar
Information on South Carolina’s 529 College Savings Plan.

Financial Markets

Breaking financial, business, and economic news and financial data from around the world.

MSN Money
A comprehensive source for personal finance information.

Wall Street Journal
The preeminent source for news in the US and around the world.

Yahoo! Finance
Up to date stock market information and news.

The Vanguard Group
One of the largest mutual fund companies, this client-owned investment company puts investors’ interests first.

Retirement Resources

South Carolina Retirement Systems
The source for news, information, forms, and resources for SC state employees.

US News Money and Business

Kiplinger’s Retirement Report
A good site for information on retirement topics, trends and tools.

Social Security Administration
Official website of the US Social Security System. Calculate your estimated benefits and review rules and procedures for collecting benefits.

Provides access to information about Medicare health plans; allows you to compare local costs and benefits of health and drug plans.

Aging With Dignity
Advice on making healthcare decisions and what you want your loved ones to know.

Addresses the needs and concerns of the 50+ population.

Cash Flow


Financial and tax planning software to help you track spending for your home or business in a detailed fashion.

Comprehensive product listing tables (e.g. savings1-year CD5-year CD, etc.), bank review & evaluation pages with current bank rates and offers.  and
Check your credit report for free annually.


The Mortgage Professor
Expert advice, tools, and research regarding your mortgage.


Internal Revenue Service
Download forms, instructions and guidance for all of your tax questions.



CFP Board of Standards

Garrett Planning Network