Tax Returns | Willow Street, PA | Witmer Tax & Financial Services LLC | 717-464-1958

Resources to help make your financial and life-planning choices easier

Accounting and Bookkeeping | Willow Street, PA | Witmer Tax & Financial Services LLC | 717-464-1958

The following links are free or low-cost online sources. Witmer Tax & Financial Services, LLC, Roxanne Witmer-DeWitt, her staff and advisers are not endorsing any of the organizations, companies, or products.

FINANCIAL PLANNING/PERSONAL FINANCE

  • CERTIFIED FINANCIAL PLANNER (CFP®) Board of Standards information about CFP licensees and the financial-planning profession, including what it takes to become a CFP and tips on hoe to select a financial advisor.

 

  • CNN MONEY. Sources for breaking business news, personal finance commentary, and planning tools.

 

  • The Garrett Planning Network. An international network of independent financial advisors and planners offering hourly, as needed financial planning and advice to anyone regardless of income.

 

  • Kiplinger Personal Finance. Timely personal finance advice and business forecasts; includes news, rates, calculators, quotes, columns, and advice on finance and business.

 

  • Yahoo Finance. Financial news and commentary on U.S. and world markets, plus investment, loan, and insurance centers.

COLLEGES & FINANCIAL AID

  • College Board Online - The College Board Library. Student and parent information; college planning news, tools and resources.

 

  • SavingforCollege.com. Independent and objective information on different ways to save and pay for college; plenty of interactive tools.

 

  • Xap.com. It's "Get Money" feature offers plenty of help in calculating and finding financial aid.

DEBT MANAGEMENT

  • Nolo.com and MyVesta.org. Both offer general information on topics like debt and bankruptcy, overspending, credit repair, strategies for repaying debts, and debt collection.

ESTATE PLANNING

  • Nolo Law Center. The Wills and Estate Planning link provides access to plain-English articles on topics like estate-planning basics, living wills, funeral planning, and various other legal documents. 

 

  • Aging With Dignity. Ensure that your wished will be followed in the event of a serious illness, with the help of a Living Will and other documents. Discuss your wishes with your loved ones and your physician, and where to obtain resources for family caregivers; includes link to related items. Check out its "Five Wishes" brochure.

GOVERNMENT AND OTHER AGENCIES/ORGANIZATIONS

 

 

 

 

  • Employee Benefit Research Institute. Non-profit, non-partisan organization committed to data dissemination, policy research, and education on economic security and employee benefits; check out its domestic-partner benefits fact sheet.

 

  • FirstGov. The U.C. government's official Web portal with links to agencies, and information from the federal government.

 

  • Legal Services Corporation. Click on Get Legal Services for a list of government-funded legal services available in your area for qualified individuals.

 

  • NASDAQ. Home page for the largest electronic screen-based equity securities market in the United States; check out its Investor Tools section.

 

 

  • New York Stock Exchange. Home page for the world's leading equities trading floor; check out its glossary of trading and stock terms.

 

 

  • Securities and Exchange Commission. Federal agency that regulates and supervises securities markets; a wealth of free information and tutorials on money, finance, investing, regulations, corporate operations, and more (check out the online brochures); great links to EDGAR, the SEC database of filings by public companies.

 

HOME OWNERSHIP

  • BankRate.com General information and rates, including current mortgage rates by specific location, calculators to help you figure out how much house you can afford, and a glossary.

 

INSURANCE

 

 

  • Insure.com Comprehensive online consumer insurance information service for auto, life and health insurance.

 

  • InsWeb.com Insurance marketplace for a variety of insurance products, including automobile, term life, homeowners, renters, and individual health insurance; includes resource center.

 

  • PrimeQuote. Insurance marketplace specializing in life insurance needs; includes glossary of related terms.

MARKET NEWS

  • Bloomberg.com Includes market data, news, analysis, and commentary, plus live streamed radio and television links.

 

  • CNNMoney. Business news, market snapshots and investing information.

 

  • Smartmoney. From Dow Jones & Company Inc., publishers of The Wall Street Journal, and Hearst Communications; online magazine of personal business includes information on stocks, bonds, mutual funds, the markets, and more.

 

RETIREMENT

  • CNNMoney. Source of retirement planning commentary and planning tools.

 

 

  • Nolo. Source of excellent do-it-yourself and informational softback books on retirement issues. Type "retirement" into the search tool.

SENIORS

  • AARP Targets those who are 50 and older, planning for or already retired. Be sure to check out Learning and Technology; Family, Home and Legal; Money, and Work.

 

  • Agency on Aging. A gold mine of government resources for seniors. Home and community-based service through programs funded under the Older Americans Act.

 

  • FirstGov for Seniors. The federal government's Web portal; Useful information on everything from consumer protection to heatlh, retirement, taxies, travel and leisure.

 

  • Medicare. Learn about eligibility and benefits, biling, compare health-care options, download Medicare forms, and locate participating providers by geographic area.

 

  • Social Security Administration. Access to a wealth of information related to Social Security; obtain general planning information; apply for benefits and file online.

TAXES

 

  • NATP. The National Association of Tax Professionals (NATP), founded in 1979, is a non-profit professional association dedicated to excellence in taxation.

Contact us for more information.

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