Helpful Links and Downloads

resourcesSocially Responsible Investing

First Affirmative Financial Network
First Affirmative Financial Network, LLC is an independent Registered Investment Advisor. We offer discretionary asset management services through a nationwide network of investment professionals who specialize in serving socially conscious individuals and mission-driven institutional investors. We actively seek to minimize portfolio dissonance and integrate a client’s mission and values into the investment process.

The Forum for Sustainable and Responsible Investing
The Forum for Sustainable and Responsible Investing (US SIF) is the only national membership association dedicated to advancing the concept, practice, and growth of socially and environmentally responsible investing (SRI). Our members integrate economic, environmental, social and governance factors into their investment decisions and SIF provides programs and resources to advance this work.

Community Investing
Explains community investing and the kinds of community investment options available to different types of investors.

Community Investing Guide
Green America’s Community Investing Guide, published in 2011, explains community investing and provides concrete examples of how banking and investing decisions can create jobs, affordable housing, and other benefits for communities. It includes FAQs about community investing and a list of resources and websites to help you commit a portion of your resources to community investments.

A global platform for academics, business leaders, investment managers and others to share studies and insights on sustainable investing.

Green America
Information on socially responsible investing from Green America, dedicated to harnessing economic power to create a socially just and environmentally sustainable society.

How Do I SRI?
Access to four handbooks for investors on how to invest sustainably. Titles include: “Investing to Curb Climate Change: A Guide for the Individual Investor” and “Confronting Corporate Money in Politics.”

Sustainable and Responsible Mutual Fund Chart
Chart on the US SIF website listing details about performance, screens, proxy voting, and account minimums for nearly 150 sustainable and responsible mutual funds.

Personal Financial Planning

Pursuit of a Financial Advisor Field Gude
This guide from the National Association of Personal Financial Advisors is intended to help consumers find a qualified, independent financial advisor. The Guide provides advice on where to look, how to prepare for the search, knowing what to ask, evaluating potential advisors, and other helpful information.

Caring Connections
Critical information for improving care at the end of life and links to Advance Directives (living will, health care power of attorney, etc.) for every state.

Investing, Borrowing, and Debt
News, tips and advice to compare mortgage rates, home equity loans, CDs, car loans, credit cards and money market accounts. On this site you can calculate if you should refinance, track trends in rates, and see what economists are predicting with regard to mortgage rates. is a centralized service for consumers to request free annual credit reports. It was created by the three nationwide consumer credit reporting companies – Equifax, Experian and TransUnion.

The Investor’s Clearinghouse
The Alliance for Investor Education is dedicated to facilitating greater understanding of investing, investments and the financial markets among current and prospective investors of all ages. We pursue initiatives for education and join with others to motivate Americans to obtain objective information and increase their knowledge and understanding of investing.

National Financial Education Center
Courses and resources on budgeting, credit, debt, bankruptcy and related topics, to improve financial literacy.

Debt Reduction Services
A nonprofit based in Boise, Idaho, provides debt management and credit counseling services throughout the U.S.

College Savings
Learn about 529 plans and other options and tools for saving for college.
FinAid was established in the fall of 1994 as a public service. This award-winning site has grown into the most comprehensive source of student financial aid information, advice and tools — on or off the web.

FAFSA: Free Application for Federal Student Aid
Information about applying for financial aid from the federal government.

U.S. Government Sites
The official U.S. Government site for people with Medicare.

Internal Revenue Service Forms and Publications

Social Security Online
The official website of the U.S. Social Security Administration

Retirement Plans

403(b)wise was originally launched in March 2000 by two educators fed up with the lack of objective 403(b) information available to participants.

401(k) Help Center, LLC, based in Portland, Oregon, is a principle provider of information, opinion, analysis, trends, news, regulatory changes, and other resources for 401k plan sponsors, small businesses, and plan participants.


About Disability Insurance
This site provides information about the major features of a disability insurance policy.

PLEASE NOTE: These links and downloads are being provided as a courtesy. When you link to any of the web-sites provided here, or access any of the downloads, you are leaving this site. We make no representation as to the completeness or accuracy of information provided at these sites or in these downloads. When you access one of these sites or download a document, you assume total responsibility and risk for your use of the documents and the sites to which you are linking.