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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.charitynavigator.org

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.

College Board

FinAid (Financial Aid Resources)

Savings for College

Student Aid

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.cardratings.com

www.cdars.com
(Certificate of Deposit Account Registry Services)

www.investopedia.com

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.

Bankrate

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)

Social Security

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.

Healthcare Blue Book

Illinois Dept. of Public Health Hospital Report Card and Consumer Guide to Health Care

Medicare

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.