Financial Planning Resources

“An investment in knowledge always pays the best interest.” – Ben Franklin

Here is a collection of financial planning resources available on the web. If you would like to discuss any of the below topics in more detail, please call us at (312) 669-1650 or use our “Let’s Talk” tool in the sidebar. The following links will take you directly to the third party sites.

 

Social Security

My Social Security – See your estimated Social Security monthly benefits and earnings record online. www.socialsecurity.gov/myaccount/

Medicare

Medicare.gov – The official government website for people with Medicare. www.medicare.gov Medicare Plan Finder – Search for an compare coverage options available in your area. www.medicare.gov/find-a-plan AARP Health Costs Calculator – Estimate what you may have to pay for health care. www.aarp.org/work/retirement-planning/the-aarp-healthcare-costs-calculator/ AARP Doughnut Hole Calculator – A four step tool to help you avoid the gap in prescription drug coverage under Medicare Part D. http://doughnuthole.aarp.org/

Economy and Investing

Federal Reserve Economic Data FRED – Chart current and historical trends for GDP, CPI, Payroll and many hundreds of more economic data points. http://research.stlouisfed.org/fred2/

Education

College Savings Plans Network – Compare 529 Plans across all 50 states with this clearinghouse for information among state-administered college savings programs. www.collegesavings.org

2014-2015 Federal Student Aid Handbook – All you need to know about applying for FAFSA, reviewed and approved by an office in the US Department of Education.

http://ifap.ed.gov/fsahandbook/attachments/1415AVG.pdf

Tax

IRS.gov – The official Internal Revenue Service website. www.irs.gov

Credit

AnnualCreditReport.com – Get a report from each of the three major credit bureaus at one sitting. www.annualcreditreport.com

Miscellaneous

CharityNavigator.org – See ratings on 5,000+ of the largest U.S. charities based on how effectively they use their money and how they develop their programs. www.charitynavigator.com

National Association of Unclaimed Property Administrators – Are you still owed $250 from the cable company that overcharged you ten years ago? Take a look, you might be surprised. www.unclaimed.org 

Windgate Wealth Management is not responsible for the content of these third party sites.

Email Sign Up