Curlie

Personal Finance

This category contains web sites on the topic of Personal Finance that are of interest to the general public, including Budgeting, Social Security, Individual Retirement Accounts and more.

Please =only= submit web sites containing consumer information related to the topic of Money Management.

Web sites offering estate planning services should be submitted for review to Business/Financial_Services/Financial_Planning/Estate_Planning/ or a related category.

Insurance

Features web sites containing consumer information and articles related to the topic of insurance. Another great source for consumers are the sites of Government Regulators. You will likely be amazed at what your national, provincial, or state site offers.

Please only submit web sites containing consumer information related to the topic of Insurance.

Web sites offering insurance services should be submitted for review to an appropriate category in Business/Financial_Services/Insurance

Investing

Features web sites containing consumer information related to the topic of Investing.

Please =only= submit web sites containing consumer information related to the topic of Investing.

Web sites offering investment services should be submitted to an appropriate category in Business/Investing/

Money Management

Features web sites containing consumer information related to the topic of Money Management.

Please =only= submit web sites containing consumer information pertaining to the topic of Money Management.

Web sites offering financial services should be submitted to an appropriate category in Business/Financial_Services/ or related categories.

Philanthropy

Philanthropic giving is an important aspect of many people's financial outlook-- and plans for a large gift or bequest inevitably impact their financial planning. The timing and nature of the gift can impact their tax implications, worth to the beneficiary, and legal constraints on the estate; these factors can outweigh even the choice of the philanthropy itself. In addition, the donor may seek advice on how to ensure the survival of their trust or foundation, how to enforce the terms under which the money is given, and related concerns.

Sites in this category should be resources which help the user search for and identify philanthropic causes to which he or she may wish to contribute. Do not submit sites for individual charities or causes, services or resources for nonprofit organizations, or sites for grants or grant-making foundations. Please check Society/Organizations and other related categories for the category most appropriate for your site.

Community foundations should be submitted to their community category in Regional.

Retirement

Information dedicated to helping individuals prepare for retirement. Please note that this category will not accept sites that promote a business.

If your site promotes a business or service, please do not submit to this category, as your site will not be accepted. If your site is promoting a business please submit to a site within one of the Top:Business categories. For sites for senior citizens but not specifically about retirement planning, please post to Society: People: Seniors.

Software

Sites listed here will focus on software relating to the management of home, family, and/or personal finances by the consumer.

The following do NOT belong here: sites primarily about software used by professional accountants are listed in Computers/Software/Accounting/ , and sites mainly about software used in small businesses are listed under Computers/Software/Business/Small_Business or Computers/Software/Accounting/Small_Business/ .

Tax Preparation

This category features information relating to the preparation of tax returns.

Please only submit web sites containing consumer information related to the topic of Tax Preparation.

Web sites offering software to file taxes should be submitted to the appropriate subcategory of Computers/Software/Accounting/Tax/.

Tax Professionals can be found under Society/Law/Legal_Information/Tax or Business/Accounting/Tax_Negotiation_and_Representation and Business/Accounting/Firms/Bookkeeping_and_Tax_Preparation.

Unclaimed Money

This category contains sites to help people locate and recover unclaimed money. This includes any type of site that provides useful information to locate and recover unclaimed money, such as: government, non-profit and commercial services, guides, advice, directories and tips. This category is international and is meant to be helpful to people around the world. The term "unclaimed money" is used here, but other terms are also widely used (such as abandoned property, unclaimed assets or funds or accounts) and may appear in the category entries. The definition of "unclaimed money" varies by jurisdiction. Generally speaking, "unclaimed money" refers to any property or money has been inactive for a certain period. This can include things like old savings accounts, checks, refunds, real estate, refunds, dividends, life insurance etc. After it is declared unclaimed, it is turned over to a government agency for safekeeping until the owner returns to claim it. Governments do not generally try to locate the owners of unclaimed money but do often provide free searching tools online. Organizations also provide searching services to locate unclaimed money, as well as services to help you recovery the money.