FINRA has investor education materials such as BrokerCheck, which provides insight into firms and financial advisors.

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Featured Links

We all have our "Favorite" websites for information.  Hopefully these links can help you!

Alzheimer's and Dementia Resource Service From IU Health

Bar Charts - Charting service providing free stock quotes and access to charts, reports, indicators, mutual funds and major market indices.

DinkyTown Financial Calculators - A wide range of financial calculators. 

Ed Slott - "America's IRA Expert" - Ed Slott has been called "The Best" source of IRA information by The Wall Street Journal. His website is full of tax and IRA information. David Hays is a member of Ed Slott's Elite IRA Advisor Group.

FreeStockCharts.com - One of the Web's best sites for live, streaming, real-time stock charts. Historical data is also available.

Indiana CollegeChoice 529 Plan - Information about the state-sponsor college savings program.

Indiana Public Retirement System (INPRS) - Indiana's pension fund website for public employees.

INPRS "Reclaim Your Retirement" - The Indiana Public Retirement System database to locate, claim and/or collect forgotten retirement benefits. 

Indiana Unclaimed Money - Check to see if you have unclaimed money or property in Indiana 

Indiana Department of Veterans Affairs - College Tuition Assistance - Read more about possible financial assistance for children of Hoosier veterans. The application is available here as well.

Ivy Tech Community College Bloomington - Center for Lifelong Learning - The CLL offers a wide range non-credit courses for youth and adults throughout the year.  Classes include genealogy, finance, health and wellness, theater and more.    

Kiplinger Magazine - A reliable, in-depth magazine providing financial information to the public.

Market Watch - Real-time financial news, personal portfolio tracking, stock market quotes, commentary from financial authorities and personal finance features.

Online Credit Reports - AnnualCreditReport.com is the only free online source for personal credit reports. Under law you are entitled to one free credit report from one of the major credit-reporting agencies (Experian, Equifax, or TransUnion) per year.

Social Security - Government website for the Social Security Administration. Offers viewers to check retirement benefit options, apply online and get news and updates.  The Bloomington Social Security office may be reached at 1-877-819-2594.

Social Security Benefit Estimator - To access your Social Security estimate, click on the Estimate Your Retirement Benefits tab midway down the page. Complete the required information (including your name and SSN). Once completed, the current Social Security records will be available to view and print.

Social Security Statement - Online - Register for easy access to your Social Security Statement. You will be asked some personal questions in order to enroll.  NOTE: If you created an account prior to September 18, 2021, you will need to create a new account with either login.gov or ID.me.  

The Money Mammals - John Lanza, is the creator of the award winning Money Mammals. He shares the importance of teaching financial literacy at an early age. You will learn how to set up Share, Save and Spend smart jars in your home.

The Wall Street Journal Online - One of the nation's greatest newspapers. * Some articles require establishing an account.

US Debt Clock - A live update of US national debt, spending and other economic information.

US Department of Veterans Affairs - Education and Training Benefits - VA education benefits help Veterans, service members and their qualified family members with needs like paying college tuition, finding the right school or training program and career counseling.

Because the content of newsgroups and websites changes constantly, it is impossible for us to review it all. Our firm cannot be responsible for the content of any of the above links.

Names You May Know

You may have heard the names of these individuals mentioned on our radio show or podcast.  They may have been mentioned during an educational workshop or meeting.  You might have heard them in a conversation.  Meet some of the people our team works with regularly...

Mary Beth Franklin - Author and Social Security Authority

Tom Hegna - Author, Economist and Retirement Expert

Lance Like - Attorney, Like Law Group 

David McKnight - Radio and Podcast Host, Author of The Power of Zero

Dustin Plummer - Attorney and Partner, Mallor Grodner Plummer Attorneys

Ed Slott - Named "The Best Source for IRA Advice" by The Wall Street Journal