Resources

We’ve compiled a list of resources that we believe you may find useful.
Feel free to let us know if you know of sites that may be useful to others.

PLEASE NOTE:
The links provided are strictly as a courtesy to our clients. When you link to any of the sites provided here, you are leaving our site. Our company makes no representation as to the completeness or accuracy of information provided at these sites. 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, sites, information and programs made available through this site. When you access one of these sites, you are leaving our website and assume total responsibility and risk for your use of the sites you are linking to.

Social Security, Medicare & Medicaid:

• Social Security Online (www.ssa.gov)
• Medicare (www.medicare.gov)
• Centers for Medicare & Medicaid Services (www.cms.gov)
• Kaiser Family Foundation (www.kff.org)
• Yahoo Finance (www.finance.yahoo.com)
• Bloomberg (www.bloomberg.com/markets/)
• Morningstar (www.morningstar.com)
• Closed-End Fund Association (www.closed-endfunds.com)
• CEF Connect (www.cefconnect.com)
• Investinginbonds.com (www.investinginbonds.com)
• Bankrate.com (www.bankrate.com)
• Daily Treasury Yield Curve Rates (http://www.treas.gov/offices/domestic-finance/debt-management/interest-rate/yield.shtml)
• TreasuryDirect (www.treasurydirect.gov)

Economic Research:

• ECRI – Economic Cycle Research Institute (www.businesscycle.com)​
• US Debt Clock (www.usdebtclock.org)
• American Institute for Economic Research (www.aier.org)
• The Heritage Foundation (www.heritage.org)
• Tax Foundation (www.taxfoundation.org)

Calculators:

• MyCalculators.com (www.mycalculators.com)
• MyMoney.gov (http://www.mymoney.gov/tools/Pages/tools.aspx)
• Bankrate Calculators (www.bankrate.com/calculators.aspx)

Learn about: Life, Health, Disability & Long-term Care Insurance

• Life and Health Foundation for Education (www.lifehappens.org)
• Life Insurance Needs Calculator (www.lifehappens.org/insurance-overview/life-insurance/calculate-your-needs)

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From MoneyGuidePro Financial Planning SMARTware, © PIEtech, Inc., Used with permission.

Downloads:
Lifestyle Goals
Lifestyle Goals Near Retired
Lifestyle Goals Retired
Budget Worksheet

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