Below are links you may find helpful while researching questions or for learning more about financial planning. You can also send us an email if you have a question for which you cannot find the answer. We don't know all the answers, but can often point you in the right direction.
“If you can’t explain it to a six year old, you don’t understand it yourself.” Albert Einstein
Federal Student Aid (An office of the U.S. Dept. of Education) (http://studentaid.ed.gov/)
Free Application for Federal Student Aid (An office of the U.S. Dept. of Education) (http://www.fafsa.ed.gov/)
Information for Financial Aid Professionals (http://ifap.ed.gov/ifap/)
College Board’s Trends in Higher Education (http://trends.collegeboard.org/)
Big Future by the College Board (https://bigfuture.collegeboard.org/pay-for-college?fromPage=home)
AARP Estate Planning Pages (http://www.aarp.org/money/estate-planning/)
AARP Estate Tax Planning Calculator (http://www.aarp.org/money/estate-planning/Estate_tax_planning_calculator/)
American Bar Association’s Estate Planning FAQs (http://www.americanbar.org/groups/real_property_trust_estate
/resources/estate_planning/estate_planning_faq.html)
IRS Estate and Gift Tax Section (http://www.irs.gov/Businesses/Small-Businesses-&-Self-Employed/Estate-and-Gift-Taxes)
IRS Form 709 (http://www.irs.gov/uac/Form-709,-United-States-Gift-(and-Generation-Skipping-Transfer)-Tax-Return)
IRS Form 706 (http://www.irs.gov/uac/Form-706,-United-States-Estate-(and-Generation-Skipping-Transfer)-Tax-Return)
U.S. Department of Health and Human Services – Long Term Care (http://longtermcare.gov/)
CompleteLongTermCare.com (Info on LTC and LTC Insurance) (http://www.completelongtermcare.com/)
AARP Long-Term Care Calculator (https://decidecreateshare.org/my-plan/long-term-care/)
YAHOO Finance (http://finance.yahoo.com/)
Morningstar (http://www.morningstar.com/)
iShares (http://us.ishares.com/home.htm)
Official U.S. Government Site for Medicare (http://www.medicare.gov/)
Centers for Medicare and Medicaid Services (http://www.cms.gov/)
Medicare Rights Center (http://www.medicarerights.org/resources/)
U.S. Department of Treasury Resource Center (http://www.treasury.gov/resource-center/financial-education/Pages/default.aspx)
Forbes (http://www.forbes.com/finance/)
IRS Frequently Asked Questions on Retirement Plans (http://www.irs.gov/Retirement-Plans/Retirement-Plans-Frequently-Asked-Questions-(FAQs)-1)
IRS Tax Information for Retirement Plans (http://www.irs.gov/Retirement-Plans)
U.S. Department of Labor - Consumer Information on Retirement Plans (http://www.dol.gov/ebsa/consumer_info_pension.html)
U.S. Department of Labor – SEP Plans for Small Business (http://www.dol.gov/ebsa/publications/SEPPlans.html)
U.S. Department of Labor – Simple IRA Plans for Small Business (http://www.dol.gov/ebsa/publications/simple.html)
U.S. Department of Labor - Cash Balance Pension Plans (http://www.dol.gov/ebsa/publications/cb_pension_plans.html)
Pension Benefit Guarantee Corporation (http://www.pbgc.gov/)
U.S. Thrift Savings Plans (https://www.tsp.gov/index.shtml)
Bankrate’s State Summary of Taxes (http://www.bankrate.com/finance/taxes/check-taxes-in-your-state.aspx)
Retirement Living Information Center’s Taxes by State (http://www.retirementliving.com/taxes-by-state)
CNN Money’s Ultimate Guide to Retirement (http://money.cnn.com/retirement/guide/index.html)
CNN Money’s Retirement Calculator (http://cgi.money.cnn.com/tools/retirementplanner/retirementplanner.jsp)
Fox Business Retirement Topics (http://www.foxbusiness.com/personal-finance/retirement/index.html)
AARP Research Center (http://www.aarp.org/research/)
www.MyMoney.gov (U.S. government's website dedicated to teaching all Americans the basics about financial education) (http://www.mymoney.gov/Pages/default.aspx)
National Center for Employee Ownership (http://www.nceo.org/employee-ownership-links/id/18/)
ESOP Association (http://www.esopassociation.org/about-the-association)
Employee Benefit Research Institute (http://ebri.org/)
American Society of Pension Professionals & Actuaries (http://www.asppa.org/)
Society of Actuaries (http://www.soa.org/ )
American Academy of Actuaries (http://www.actuary.org/ )
Pension Benefit Guaranty Corporation (http://www.pbgc.gov/ )
SSA Official Website (http://www.ssa.gov/)
Social Security Calculator (http://www.calcxml.com/calculators/how-much-of-my-social-security-benefit-may-be-taxed)
SSA Benefit Eligibility Screening Tool (http://www.benefits.gov/ssa/)
SSA Retirement Estimator (http://www.socialsecurity.gov/estimator/)
SSA Online Services (http://www.socialsecurity.gov/onlineservices/)
Department of Treasury Social Security Issue Briefs (http://www.treasury.gov/resource-center/economic-policy/ss-medicare/Pages/briefs-index.aspx)
AARP Social Security Pages (http://www.aarp.org/work/social-security/)
National Committee to Preserve Social Security (http://www.ncpssm.org/)
IRS Forms & Publications (http://www.irs.gov/Forms-&-Pubs)
Office of the Law Revision Council (Searchable for Tax Codes) (http://uscode.house.gov/search/criteria.shtml)
American Institute of Certified Public Accountants (http://www.aicpa.org/Pages/default.aspx)
U.S. Congress Joint Committee on Taxation (https://www.jct.gov/)
Tax Almanac (Free Research Service) (http://www.taxalmanac.org/index.php/Main_Page)
Government Made Easy – Money and Tax Related Issues (http://www.usa.gov/Citizen/Topics/Money-Taxes.shtml)
United States Code – Title 26 is the Internal Revenue Code (http://uscode.house.gov/search/criteria.shtml )(http://www.law.cornell.edu/uscode/text )
The Joint Committee on Taxation (https://www.jct.gov/ )