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The Technology Tools for Today Resource List contains a complete list of recommended products and services. The list is free to subscribers of the Technology Tools for Today Newsletter. Non-subscribers can purchase a copy here.
Business Partners
Consultants
- Tracy Beckes
Looking to take your business, and your life to the next level? Tracy Beckes can help you produce effortless outrageous results
Government Agencies
Hardware
- CEO Image Systems
Leading distributor of top quality scanners from Fujitsu, Kodak, HP, Xerox and others. Offers excellent service and support. Special discounts available for Virtual Office News subscribers
- Logitech
A great source for keyboards, mice, and webcams for the PC
- Microsoft Hardware
Good source for keyboards and mice. Webcams and fingerprint readers too!
Professional Organizations
- NAPFA
NAPFA--the National Association of Personal Financial Advisors--is the largest professional association of Fee-Only comprehensive financial planners in the United States. Their mission is to provide consumers and institutions with objective financial advice on a Fee-Only basis.
- The Financial Planning Association (FPA)
The primary aim of the FPA is to be the community that fosters the value of financial planning and advances the financial planning profession.
Publications
- Financial Advisor Magazine
As a periodical aimed at established, sophisticated advisors, FA challenges traditional financial planning wisdom and introduces readers to new approaches to practice and investment management. Joel Bruckenstein and David Drucker both contribute articles to this publication on a fairly regular basis.
- Inside Information Newsletter by Bob Veres
Much more than just a newsletter, subscription to Inside Information includes three different services: a 16-page monthly newsletter on all things related to financial planning, a weekly e-column that harvests ideas from the financial planning community, and reviews of relevant articles in 10 different financial planning and business magazines, including the four major trade publications: Bloomberg Wealth Manager, Journal of Financial Planning, Investment Advisor and Financial Planning.
- MorningstarAdvisor.com
Free membership for financial professionals. Members can subscribe to a free monthly technology newsletter written by Joel Bruckenstein, and a free pratice management newsletter authored by David Drucker. Great articles from retirement expert Natalie Choate as well!
- Virtual Office News
The only publication dedicated solely to the practice management and technology needs of financial service professionals.
DISCLOSURE:
At certain places on this Joel P. Bruckenstein, CFP Internet site, live 'links' to other Internet addresses can be accessed. Such external Internet addresses contain information created, published, maintained, or otherwise posted by institutions or organizations independent of Joel P. Bruckenstein, CFP. Joel P. Bruckenstein, CFP does not endorse, approve, certify, or control these external Internet addresses and does not guarantee or assume responsibility for the accuracy, completeness, efficacy, timeliness, or correct sequencing of information located at such addresses. Use of any information obtained from such addresses is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference therein to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by Joel P. Bruckenstein, CFP.
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