Helpful Resources

Resource Hub

Our collection of helpful links is designed to give clients convenient access to reliable resources that address a variety of planning needs, including taxes, legal issues, financial tools, college savings, retirement planning, and eldercare services. These resources aim to support your decision-making and help simplify your financial journey, whether you need information about IRS guidelines, college funding options, or retirement benefits.

Internal Revenue Service

Internal Revenue Service

Your primary source for answers to tax-related questions and the latest IRS regulations.

Nolo Legal Self-Help

Nolo Legal Self-Help

Provides accessible legal information, summaries, and guidance on a range of legal matters.

Bankrate 

Bankrate 

Offers tools to compare interest rates and search for mortgage options, certificates of deposit (CDs), and more.

Saving For College

Focuses on strategies and guidance for saving for college, with an emphasis on 529 plans.

savingforcollege.com

Financial Aid

Provides application resources and advice for obtaining financial assistance for higher education.

finaid.org

College Board

A comprehensive resource for general information related to college admissions, planning, and preparation.

collegeboard.org

Social Security Administration

The official website of the Social Security Administration, offering details about benefits and services

ssa.gov

Medicare

The official U.S. Government website for Medicare information and resources.

medicare.gov

AARP

Features available information and services available through AARP, catering especially to older adults.

aarp.org

Carescout

Provides ratings for eldercare providers by zipcode (fee-based service).

carescout.com