Resources

Here are some useful resources to help you:

Client Log-ins

• Schwab Alliance Account Login

Useful Websites

How to Select an Advisor:

• Investment Advisor Association

Taxes:

• Internal Revenue Service

Government Agencies:

• Social Security Administration

News:

• The Wall Street Journal
• New York Times

Calculators

• Smart Bond Investing Accrued Interest Calculator
• Retirement Calculator
• College Savings Calculator
• Loan Calculator
• Savings Calculator
• 401(k) and IRA Minimum Required Distribution Calculator

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