True Blue Financial Coaching

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Individual Resources

Great Low Cost, No Load Mutual Fund Families

Vanguard

T. Rowe Price

Fidelity

Financial Calculators

Dinkytown

General Personal Finance Resources

Online Personal Finance Management

Your Money or Your Life (website and book) by Vicki Robin and Joe Dominguez

Personal Finance for Dummies (Paperback) by Eric Tyson

Straight Talk on Investing: What you Need to Know (Hardcover) by Jack Brennan

Maxed Out (Film)

Insurance Information (Homeowners,Auto, Life, Disability, Long Term Care)

Non-Traditional Couples

Fiscal Fitness for the Rest of Us (Blog)

Unmarried Heterosexual Couples (Web Article)

Ten Key Tips for LGBT Money (Web Article)

4 Steps to Financial Security for Lesbian and Gay Couples (Paperback) by Harold Lustig

Client Documents

TBFC Code of Ethics

Fiduciary Questionnaire

Investment Adviser Public Disclosure Website

Required Adviser Disclosure: ADV Part II & Schedule F5

TBFC Privacy Policy


  • Contact

    Click here to contact me.
  • Financial Websites

    • Kiplinger Personal Finance
    • MarketWatch: Personal Finance
    • Yahoo Finance
  • Resources and Related Sites

    • Coach’s Corner Newsletter
    • Personal Finance Blog for Non-Traditional Couples
    • True Blue Individual Resources
    • True Blue Small Business Resources
    • Virtual Financial Coaching
  • Catch Our Radio Show on WSLR - Airing on Dates in Red Below

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  • Listen to Past Radio Shows

    • January 14th, 2009 - Meet Sophie and Mark a young married couple with two small children.
    • January 28th, 2009 - Insurance planning for Sophie and Mark.
    • February 11th, 2009 - Meet Kevin and Frank. All unmarried couples have special financial planning needs.
    • February 25th, 2009 - More about Kevin and Frank and the special financial planning challenges of unmarried couples.
    • March 11th, 2009 - It's tax day on Everyday Finance. Two experts from the AARP's free tax preparation service answer questions about taxes.
    • March 25th, 2009 First of a two part series on personal bankruptcy. Meet Mary, a local listener who is preparing to file for bankruptcy.
    • April 8th, 2009 Second of a two part series on personal bankruptcy. A local attorney tells us more about the process.
    • April 22nd, 2009 Check back in with Sophie and Mark followed by an interview with a listener in Michigan.
    • May 6th, 2009 Frugal is the new black. We speak with a planner and frugality expert plus share tips.
    • May 20th, 2009 Frugal followup. We speak with blogger and author plus share listener tips.



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