Resources

Planning ConceptsBusiness ServicesWealth ManagementInternet Resources


 

Planning Concepts


 

Business Services


 

Wealth Management


 

Internet Resources

  • www.benefitslink.com - Information on IRAs, 401(k)s, health plans, and long-term care benefits; Get technical questions answered by the pros.
  • www.financialfreedom.com - Shows how much income a reverse mortgage might provide based on your age and the amount of equity in your home.
  • www.ibbotson.com - A wealth of information on mutual fund performance from a veteran provider of investment data.
  • www.indexfunds.com - A good source of information about risk and its relationship to return.
  • www.investor.msn.com - Provides quality financial data, analysis tools, news from MSNBC, commentary and plenty of investor education.
  • www.morningstar.com - Services, which range from the Basic to Premium, provide information on more than 7,500 mutual funds, screening tools, commentary and manager interviews.
  • www.smartmoney.com - The most innovative investor tools.
  • www.ssa.gov/planners/calculators.htm - Calculate your Social Security Benefit.
  • www.tdameritrade.com - Click to view current market updates and general information
  • www.72t.net - Calculate your premature distributions based on minimum distribution, amoritization, annuitization.
  • www.calctools.com/newrmd.htm - Calculate your required minimum distribution per IRS table.