Resource Links
Here are some useful resources to help you:
Client Log-ins
Useful Links
Taxes:
Government Agencies:
News:
Healthcare Links
- Support Coordination Resource
- Companion Dogs
- “Affordable Care Act” Information and enrollment
- Shop Health Insurance Exchange
- Medicare.gov
- Care.com
- Medicare Made Clear_Videos
Calculators
- Bankrate.com
- Buying Power CPI Inflation Calculator
- CAGR of the Stock Market: Annualized Returns of the S&P 500
- Compound Interest Calculator
- Cost of raising a Child Calculator
- How Much Life Insurance Do You Need at SmartMoney.com
- Portfolio Performance Investment Returns Calculator
- Refinancing calculator -- Should you refinance your mortgage
- Social Security Benefits Calculator
- Taxable Equivalent Yield Calculator — Path to Investing
- VA Calculator_Income_Discovery - Home
- Smart Bond Investing Accured Interest Calculator
- Required Minimum Distribution Calculator
- College Savings Calculator
- Loan Calculator
- FINRA Retirement Calculator
- FINRA Savings Calculator
Research Tools
- Using your 529 account plan funds
- Creating a Budget
- Invest Wisely: An Introduction to Mutual Funds
- The Internal Revenue Service
- Social Security Administration
- The SEC’s Roadmap to Savings and Investing
- Your Access to Free Credit Reports
- How to dispute Credit Report Erros
- How to Establish, Use, and Protect your credit
- Frauds and Scams- Protect Yourself and Your Money
- Fund Analyzer
- FINRA Broker Check
- Understanding Investment Professional Designations
- 529 College Savings Plan Expense Analyzer
- Risk Meter
- Identity Theft
Link Disclosure: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.