Personal Financial Planning
- www.lifehappens.org: Insurance information (disability, life and long-term care)
- www.ameritasdirect.com: Term life insurance quotes, universal life and annuity info.
- www.immediateannuities.com: Immediate annuity quotes
- www.insure.com: Insurance quotes
- www.greatercincinnatifdn.org: Greater Cincinnati Foundation, donor-advised funds
- www.savingforcollege.com: 529 college savings plans
- www.collegeadvantage.com: Ohio 529 Plan
- www.dfaus.com: Dimensional Fund Advisors
- www.ishares.com: Exchange-traded funds
- www.indexfunds.com: Index fund investment information
- www.napfa.org: National Association of Personal Financial Advisors
- www.fpanet.org: Financial Planning Association
- www.cfp.net: Certified Financial Planner Board of Standards, Inc.
- www.focusonfiduciary.com: Fiduciary standard for personal financial advisors
This website page offers direct access or ‘links’ to other Internet websites. These sites contain information that has been created, published, maintained or otherwise posted by institutions or organizations independent of Berno Financial Management, Inc. Berno Financial Management, Inc. does not endorse, approve, certify or control these websites and does not assume responsibility for the accuracy, completeness or timeliness of the information located there.