Resources
Planning Concepts • Business Services • Wealth Management • Internet Resources
Planning Concepts
- Tax Planning - Client Strategy
- Retirement Planning - Client Strategy
- Retirement Planning Tips for the Self-Employed
- Making a Good Deal for Retirement Even Better
- The Best & Worst IRA Rollover Decisions
- Retirement Investing Do's & Don'ts
- Re-Engineering Retirement Strategic Workbook
- When Social Security Is Taxed
- Estate Planning - Client Strategy
- Education Planning
- Protection Planning
- Investment Planning - Client Strategy
- 7 Ways Your Money Will Never Be the Same
- How to Build a Portfolio Wisely and Safely
- Market-Linked CDs
- Money at Work
- Setting Investment Goals
- Significant Investment Frauds
- The Recovery Snatchers
- Why Exchange Traded Funds
Business Services
- Thinking of Eventually Transitioning From Your Business?
- Smart Succession Planning
- What is Personal Financial Planning?
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.
- www.trowe.com - This is a retirement calculator provided by T Rowe Price.
- http://www.cnnmoney.com/tools - This will calculate how much principle you will need at retirement to provide an inflation adjusted income stream.
- http://www.AAEPA.com - This website will reccomend lawyers who specialize in advanced estate planning strategies
- http://www.specialneedsalliance.org - this website will provide you with special needs trust information.
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