Resource Links

ABOUT MONEY & OTHER FINANCIAL INFO

Welcome to my RECOMMENDED RESOURCES section where you'll find a number of online links to resources that can help you with any number of financial matters. Many of these resources come right out of my book, Where Are You Financially? Click on a topic below to go to those resources:

If you think you need any help choosing which service might be best for your personal financial situation, reach out to me so we can start that conversation.

LORI WILSON

YOUR MONEY COACH

PART 1

DEBT, BILLS & OBLIGATIONS

RECOMMENDED RESOURCES

Debt can have a significant impact on personal finances. It can help you achieve major goals, like buying a home or funding education, but it also requires careful management. High levels of debt can lead to financial stress, lower credit scores, and increased interest costs, making it harder to save and invest. Conversely, well-managed debt can improve credit scores and financial stability, offering more opportunities for favorable loan terms in the future. Below, you’ll find a number of resources that relate to PART 1 of my book on DEBT, BILLS & OBLGATIONS.

Experian is both a data analytics and consumer credit reporting company that offers credit reports, credit scores, credit alerts and much more.

Credit Karma offers free credit scores and reports, credit monitoring, and other services to help consumers manage their finances.

Annual Credit Report is where you can get a free annual credit report from the three major credit agencies: Equifax, Experian, and TransUnion.

Does the hard work of finding your best loan options. All you have to do is choose! LendingTree is also the place of financial education

Great source for debt management and consolidation. Also provides financial solutions for school, marriage, starting a family, home buying, retirement, etc.

NFCC offers a Debt Management Plan (DMP) that is NOT a loan. It’s a tool to get you back on the road to a financially stable, debt-free future.

YNAB, or You Need a Budget, is a personal budgeting app and online program that helps people save and spend money.

Rocket Money is a personal finance app that helps users manage their money by tracking accounts, creating budgets, and more.

Coursera is an online learning platform that offers courses, degrees, and other learning options from universities and companies.

Udemy.com is an online learning platform that offers a wide range of courses on a variety of topics including personal finance.

Great source for debt management and consolidation. Also provides financial solutions for school, marriage, starting a family, home buying, retirement, etc.

You might also find other help and solutions for your debt and bills by checking out these Google search results for "debt assistance help."

PART 2

INCOME, EARNINGS & SAVINGS

RECOMMENDED RESOURCES

Understanding and managing your income, earnings, and savings are crucial for financial stability and growth. These basics affect everything from your daily life to long-term goals. By increasing your income, wisely using your earnings, and saving regularly, you can create a strong financial foundation for the future." Below, you’ll find a number of resources that relate to PART 2 of my book on INCOME, EARNINGS & SAVINGS.

SBA.gov (Business Plan Help)

The SBA (Small Business Association) offers a variety of resources to help small businesses and much more.

SCORE offers free business mentoring and workshops, as well as templates and tips for creating a business plan.

Qapital.com can make money management not just easier, but a natural part of your daily life.

Chime has banking partners who offer better banking products and services by addressing the misalignment of what's good for banks and what's good for consumers. So, check ‘em out!

Offers a wide range of low-cost mutual funds and ETFs that are ideal for long-term investing. They also provide educational resources on investing.

Betterment is one of the top Robo-advisor that provides automated investment management and creates diversified portfolios based on your goals and risk tolerance.

Charles Schwab is on multiple lists of the best investing products, including the best online brokerages, best investing apps, and best stock-trading apps.

Offers loans, credit cards, investing and banking products, focusing on online access. SoFi Invest is a great platform for US investors who are looking for an intuitive online trading experience.

You might find other help and solutions when it comes to earnings, income and savings by checking out these Google search results for "income earning and savings help."

PART 3

INVESTMENTS & WEALTH PLANNING

RECOMMENDED RESOURCES

Building wealth through investments is essential for achieving long-term financial security. While saving is crucial, investing accelerates the growth of your money, enabling you to reach your financial goals more effectively and efficiently. Incorporating investments into your wealth planning strategy ensures a well-rounded approach to managing and growing your financial resources over time. Below, you’ll find a number of resources that relate to PART 3 of my book on INVESTMENTS & WEALTH PLANNING.

They offer a comprehensive resource for learning about various types of investments, financial terms, and strategies. provides investment dictionaries, advice, reviews, ratings, and comparisons of financial products, such as securities accounts.

Provides a platform for authors to report on investments fairly, accurately and from the investor’s point of view. Offers a variety of products and services for individual investors and is known for its long-term fundamental analysis and is especially useful for mutual funds and exchange-traded funds (ETFs).

The Motley Fool can be a good service for investors wanting stock recommendations, reports, and educational resources. Motley Fool is primarily a stock picking service, where you sign up for one or more newsletters explaining why a certain stock is set to grow over the next few years.

Use this organization (National Association of Personal Financial Advisors)to find fee-only financial advisors. NAPFA's mission is to provide independent financial advice to individuals and families, promote financial services in the public interest, and be a leader in the financial planning profession.

Combines robo-advisor services with access to human financial advisors. Vanguard hybrid advice robo-advisor helps automate your portfolio for you while providing access to professional financial advisors as you need them.

Free financial dashboard that helps you track investments, net worth, and plan for retirement. It’s one of the most popular tools available today, and with its hybrid model of financial services, robo-advisor algorithms, and real human advisors offering personalized advice, it’s a tool that offers something for everyone.

A robo-advisor that offers automated investment management and financial planning. Their professionals offer on-demand guidance and build a personalized plan to help you accomplish what you want with your money. Be aware of their account minimum and premium fee structure.

Website for the IRS (Internal Revenue Service), offering tax information, forms, and other resources for individuals and companies. The IRS' mission is to provide America's taxpayers convenient resources to help them understand and meet their tax responsibilities.

Online tax preparation software that provides guidance on personal, business and even investment-related tax issues. TurboTax offers tax tools and calculators to do your own taxes (both personal and business) and save you money. Enter data based on your tax situation to prepare your tax forms. I wrote an article about TurboTax here.

They provide the latest stock market, financial and business news. Get stock market quotes, personal finance advice, and company news.

Provides financial software tools such as an analytics and equity trading platform, data services, and news and analysis on financial markets and investments.


Reports top news on finance, headlines, and videos from credit cards, mortgages, retirement, savings, taxes, and more from CNBC's Personal Finance.

The Wall Street Journal provides advice and tips on how to manage your money, find a mortgage, compare credit cards, pay for college and more. Explore ideas on budgeting, investing, debt management and the latest personal finance news, analysis and insights, covering retirement, how to manage your savings, tax guidance and more.

Coinbase is a secure online platform that allows users to buy, sell, transfer, and store cryptocurrency (crypto). Coinbase offers hundreds of cryptocurrencies, including Bitcoin, Ripple, Etherium, and Dogecoin, and also allows users to store NFTs. The platform is available in over 100 countries and has over 110 million verified users.

Cointelegraph is a completely independent publication covering cryptocurrency, the blockchain, decentralized applications, the internet of finance and the next gen web. We offer the latest news, prices, breakthroughs and analysis with emphasis on expert opinion and commentary from the digital currency community.

Here, you can buy gold and silver coins, bars, and rounds. Money Metals Exchange LLC is an online bullion exchange. Working with retail customers in the U.S., it buys and sells gold, silver, copper, palladium, platinum, and rhodium. Clients can also store their gold and silver, invest through IRAs, or borrow against their metals.

Protect your wealth from inflation and diversify your portfolio with physical precious Metals and Gold IRAs. Compare the top Precious Metals investing companies in the industry and find the best choice for you.

Check out these Google search results for buying gold and silver. Maybe you'll find the perfect buyer/seller for gold and silver from these search options.

PART 4

RETIREMENT PLANNING

RECOMMENDED RESOURCES

Retirement planning is critical for your future and quality of life. It helps make sure you have enough money in your later years, whether you want a traditional retirement or a flexible lifestyle. Below, you’ll find a number of resources that relate to PART 4 of my book on RETIREMENT PLANNING.

This is Charles Schwab Retirement Planning’s retirement planning resources for stages of nearing retirement, starting and enjoying retirement. Tools to help evaluate your retirement plan and the Plan Health Dashboard to dive even deeper.

Compare plans and understand their costs by providing average cash prices for medical procedures. The calculator includes over 70 services, such as annual physical exams, colonoscopies, and ACL knee surgery. You can use the Sidecar healthcare Calculator™ to inform your choices and take control of your costs.

They have an inflation (and other) calculators, which can be helpful to plan for retirement or look at long-term investments. These tools make it easier to understand the real purchasing power of a given currency based on past inflation rates.

Create your Social Security Administration account and apply for your monthly retirement benefit any time between age 62 and 70. SSA calculates your payment by looking at how much you've earned throughout life. The amount will be higher the longer you wait to apply up until age 70.

The Retirement Planner can help put you on the right track toward retirement by letting you: run different scenarios, anticipate big expenses, create a spending plan, add income events, simulate a recession.

Offers resources to understand your pension benefits. Helped individuals receive and retain the retirement benefits they have earned, educated them about their rights, and worked to improve the nation’s retirement programs.

The National Foundation For Credit Counseling has certified credit counselors who help with a personalized action plan and resources regardless of your income or financial status. They help with managing debt, budgeting assistance and getting mortgage ready.

Find your next flexible, hybrid, or work-from-home job. Full access to all features including unlimited jobs, articles, skills tests, and webinars to help you with your remote job search. Go straight from job listings to applications. No more hopping from one job board to the next.

AARP’s Job Board was designed with you in mind. Match your years of valuable experience with employers that are committed to an age-diverse workforce. You can narrow your search with filters to focus on what matters most – whether it’s where or how you work; full-time or part-time.

Upwork is a marketplace for freelancers in fields like writing, graphic design, web development, marketing and many other categories of online work. The site helps professionals find projects, communicate with clients and get paid.

Fiverr is an online marketplace that connects freelancers with people and businesses looking to hire them. Fiverr is the world's largest marketplace for digital services. Share your skills with our buyer community—and make money while you're at it!

The offer legal assistance to break through the legalese with their extensive library of free articles. Side step lawyers with do-it-yourself books, documents and software. Search for and connect with attorneys in your area for consultations and 1-on-1 legal help.

Established as a tech company dedicated to making legal help accessible to all. They launched 10 online services, focusing on estate planning, business formation, and intellectual property protection. Later they added an independent network of attorneys so our customers could get personalized legal advice—without having to leave home.

"retirement planning" search results

Check out these Google search results for the term or phrase "retirement planning." Comb through the first few pages and see if anything pops out to you. Investigate it and if it looks good, take action. Start working on your retirement sooner than later.

"retirement planning checklists" search results

Check out these Google search results for the term or phrase "retirement planning checklist." Comb through the first few pages and see if anything pops out to you. Investigate it and if it looks good, take action. Start working on your own personal retirement checklist sooner than later.

PART 5

ASSET PROTECTION

RECOMMENDED RESOURCES

Planning for the future is essential to ensure that your hard-earned assets are protected and distributed according to your wishes. By utilizing tools like wills, trusts, and other important documents, you can provide financial security for your loved ones and ensure your legacy lives on as you intend. Below, you’ll find a number of resources that relate to PART 5 of my book on ASSET PROTECTION.

Offers legal assistance to break through the legalese with their extensive library of free articles, written in plain English by legal experts. Side step the lawyers with do-it-yourself books, documents, and software. Search for and connect with attorneys in your area for consultations and one-on-one legal help. Offers comprehensive guides on wills, trusts, and estate planning.

Organizes details of your life and keeps you one step ahead of what to do next. From sharing your Will and insurance documents with the right people to making sure your family knows how to operate electronic devices. Everplans’ smart digital vault is built to securely store all vital information in an encrypted and quickly accessible way, and smart sharing capabilities give your family easy access to the information they need, when they need it.

Provides online legal services; including incorporation, estate plans, and legal document review. Makes the law affordable and simple. Create and sign legal documents online, get legal advice from attorneys and more. Nearly 30 million people have created Rocket Lawyer accounts. Rocket Lawyer makes the law affordable and simple.

They have a variety of resources on trusts, including information about trust funds, trust companies, and different types of trusts. Their guided online platform makes creating or updating your Will or Trust a breeze. Need expert input? Our attorneys are ready to offer one-on-one support. Trust me, this is a great website!

Protect your assets with confidence! They say they are the nation’s largest asset protection firm. Asset protection involves employing a series of strategies aimed at safeguarding one’s assets from potential lawsuits and creditor claims. Their attorneys and consultants specialize in implementing protective measures to help ensure your wealth remains secure.

The American Academy of Estate Planning Attorneys is a national organization dedicated to promoting excellence in estate planning by providing its exclusive membership of attorneys with up-to-date research on estate and tax planning, educational materials, and other important resources to empower them to provide superior estate planning services.

Offers free Power of Attorney and Healthcare Directive Form templates. Also, most state government websites offer free power of attorney forms. Legal Templates also offers a trial subscription that gives users full access to their legal forms. This subscription renews automatically unless canceled within the specified time frame.

The IRS’ website offers information on gift tax exclusions and lifetime exemptions. The gift tax is a tax on the transfer of property by one individual to another while receiving nothing, or less than full value, in return. The tax applies whether or not the donor intends the transfer to be a gift.

Allows you to find and support thousands of charities that align with your passions and values. We use data from the IRS, our partners, and even the charities themselves to empower our unbiased ratings so that you can give with confidence.

This is an unbiased, independent resource for parents and financial professionals, providing them with information and tools to understand the different plans and ways to save for college.

This website deals with real estate investing and brings together education, tools, and a community of investors, creating educational resources for beginners and experienced real estate investors. BiggerPockets offers straightforward, actionable advice and inspiring success stories.

NPT is a public charity that helps donors achieve their philanthropic goals. NPT's mission is to increase philanthropy in society and they do this by offering a variety of services and expertise.


The Family Business Consulting Group (FBCG) understands the importance of family businesses and the unique challenges they face. They’ve guided thousands of families around the world to work together to achieve a unified vision, and continue on the path to thrive for generations to come.

Check out these Google search results for the term or phrase "asset protection." Comb through the first few pages and see if anything pops out to you. Investigate it and if it looks good, take action. Start working on protecting your assets sooner than later.

"trust and wills" search results

Check out these Google search results for the term or phrase "trust and wills." Comb through the first few pages and see if anything pops out to you in regards to trusts and wills. Take action on what you find that you like.

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As a MONEY COACH, LORI WILSON is dedicated to helping you improve your financial literacy, as too many people are so unprepared, not just for retirement, but for managing their day-to-day finances. Lori's mission is to provide the financial knowledge her clients need to make clear, confident, and informed decisions about money. When you're ready to start your journey to financial mastery, you can call upon Lori to help.

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