This page is intentionally short. Pathfinder would rather point you to a smaller set of solid references than maintain a long directory of links that drifts out of date.
Check an advisor
These are the first places to look when you want to confirm registrations, disclosures, and disciplinary history.
- Investment Adviser Public Disclosure for SEC and state-registered investment advisers.
- FINRA BrokerCheck for broker records, employment history, and disclosures.
Personal finance basics
Reliable starting points for credit, account rates, taxes, and self-directed investing questions.
- AnnualCreditReport.com for free official credit reports.
- DepositAccounts for savings, checking, and CD rate comparisons.
- Fairmark for practical tax reference material.
- Bogleheads for broad investing discussions and self-directed research.
Retirement and care planning
Good references when you need the official rules or want to get organized before a health or estate issue becomes urgent.
- Social Security Administration for benefits, retirement, and account access.
- CaringInfo Advance Directives for state-specific healthcare directive information.
Philanthropy
Useful starting points for charitable due diligence and donor-advised fund research.
- Charity Navigator for nonprofit research and charity evaluation.
- Hawaii Community Foundation for donor-advised fund and local giving options.