Links
CHARITY/ NON PROFIT
Helps shed light on truly effective charitable organizations. We believe we can help ensure that charitable giving keeps pace with the growing need for charitable programs.
www.irs.gov/app/pub-78
Internal Revenue Service Publication 78 – organizations eligible to receive tax-deductible contributions
COLLEGE/EDUCATION PLANNING
It is very important to start saving for college education as soon as possible, even as early as the day the child is born. Time is one of your most valuable assets. The sooner you start saving for college, the more time your money will have to grow.
FinAid (Financial Aid Resources)
CONSUMER INFORMATION
Free resources, which can help you protect your privacy, manage money and debt, avoid identity theft, understand credit and mortgages, and steer clear of frauds and scams.
www.cdars.com
(Certificate of Deposit Account Registry Services)
www.nfcc.org
National Foundation of Credit Counseling
COUPLES: TRADITIONAL & NON-TRADITIONAL
Careful planning is required as the states do not follow the U.S. laws and there are not uniform laws in the states.
FINANCIAL LITERACY
www.360financialliteracy.org
Helps understand personal finances through every stage of life.
www.aoa.gov
Administration on Aging provides information about services that help elderly individuals maintain their health and independence.
www.dinkytown.net
Calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice.
GOVERNMENT & REGULATORY
Helps our clients accomplish objectives, comply with regulations, and manage legislative and administrative processes along the way.
EDGAR Online (Company Reports)
Federal Deposit Insurance Corp. (FDIC)
Financial Industry Regulatory Authority (FINRA)
Illinois Department of Revenue
Internal Revenue Service (IRS)
North American Securities Administrators Association (NASAA)
Securities Exchange Commission (SEC)
HEALTHCARE
Many consumers are directly paying for a large part of their healthcare making it difficult for them to find out what healthcare actually costs and, more importantly, what it should cost.
Illinois Dept. of Public Health Hospital Report Card and Consumer Guide to Health Care
PROFESSIONAL & BUSINESS
Provide useful information about the organizations that establish high standards for our services. s.
www.aicpa.org
The American Institute of Certified Accountants is a national professional organization dedicated to improving the CPA profession including the personal financial profession.
www.icpas.org
The Illinois CPA Society (ICPAS), with more than 24,000 members, is a statewide, professional membership organization dedicated to enhancing the value of the CPA profession.
