Useful Links

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

Investments

www.dfaus.com: Dimensional Fund Advisors
www.ishares.com: Exchange-traded funds
www.indexfunds.com: Index fund investment information

Industry Associations

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

Legal Disclosure

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.