Retirement Toolkit
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Page | 1 Retirement Toolkit www.HellenbrandFinancial.com Advisor Due Diligence American College Designation Check: http://www.designationcheck.com/ CFTC SmartCheck: http://smartcheck.cftc.gov/ FINRA Broker Check: http://brokercheck.finra.org/ SEC Investment Adviser Public Disclosure: http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx Wisconsin Commissioner of Insurance Agent Lookup: https://ociaccess.oci.wi.gov/ProducerInfo/PrdInfo.oci Banking & Interest Rates Ally Online Banking: www.AllyBank.com Savings, CD, and Mortgage Rates: www.BankRate.com Charitable Giving Better Business Bureau Charity Tracking: http://give.org/ Charity Navigator Charity Rating Services: http://www.charitynavigator.org/ Charity Watch Charity Watchdog: https://www.charitywatch.org/home Guidestar 501(c)3 Reporting: http://www.guidestar.org/ Data & Identity Security CreditKarma Free Credit Reporting: www.CreditKarma.com LastPass Password Wallet: https://lastpass.com/ Tresorit Encrypted Cloud Storage: https://tresorit.com/
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Retirement right around the corner? This list of calculators, links, apps, and other resources is the perfect toolkit to help you answer some of your largest questions about retirement.
Transcript of Retirement Toolkit
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Retirement Toolkit
www.HellenbrandFinancial.com
Advisor Due Diligence
American College Designation Check: http://www.designationcheck.com/ CFTC SmartCheck: http://smartcheck.cftc.gov/ FINRA Broker Check: http://brokercheck.finra.org/ SEC Investment Adviser Public Disclosure: http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx Wisconsin Commissioner of Insurance Agent Lookup: https://ociaccess.oci.wi.gov/ProducerInfo/PrdInfo.oci
Banking & Interest Rates
Ally Online Banking: www.AllyBank.com Savings, CD, and Mortgage Rates: www.BankRate.com
Charitable Giving
Better Business Bureau Charity Tracking: http://give.org/ Charity Navigator Charity Rating Services: http://www.charitynavigator.org/ Charity Watch Charity Watchdog: https://www.charitywatch.org/home Guidestar 501(c)3 Reporting: http://www.guidestar.org/
Data & Identity Security
CreditKarma Free Credit Reporting: www.CreditKarma.com LastPass Password Wallet: https://lastpass.com/ Tresorit Encrypted Cloud Storage: https://tresorit.com/
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Economic Data
Bloomberg Economic Calendar: http://www.bloomberg.com/markets/economic-calendar Federal Reserve Economic Data "FRED" System: http://research.stlouisfed.org/fred2/ JPMorgan Market Insights App: https://www.jpmorganfunds.com/cm/Satellite?UserFriendlyURL=program&pagename=jpmfVanityWrapper&programId=1303814258626&vanity=marketinsights MacroTrends Economic Charts: http://www.macrotrends.net/
Shiller P/E: http://www.multpl.com/shiller-pe/
Group Retirement Plans
BrightScope Plan Ratings: http://www.brightscope.com/ FreeERISA Plan Search: http://freeerisa.benefitspro.com/
Healthcare Resources
Obamacare Subsidy Calculator: http://kff.org/wp-content/themes/vip/kff/static/subsidy-calculator-widget.html Medicare "Find-a-plan" Tool: https://www.medicare.gov/find-a-plan/questions/home.aspx?AspxAutoDetectCookieSupport=1 Medicare Part D Donut hole calculator: http://doughnuthole.aarp.org/
Legacy Planning
AARP LTC Cost Calculator: http://www.aarp.org/relationships/caregiving-resource-center/LTCC/ Bankrate Estate Tax Calculator: http://www.bankrate.com/calculators/tax-planning/estate-tax-planning-calculator.aspx
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Retirement Toolkit
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Wharton Life Expectancy Calculator: http://gosset.wharton.upenn.edu/mortality/perl/CalcForm.html
Market & Retirement News/Blogs
AdvisorPerspectives: http://www.advisorperspectives.com/ Kitces “Nerd’s Eye View” Blog: https://www.kitces.com/blog/ Tax Policy Center: www.TaxPolicyCenter.org ThinkAdvisor: http://www.thinkadvisor.com/ ZeroHedge: http://www.zerohedge.com/
Productivity
Audible Audiobooks: www.Audible.com Evernote Cloud Notebook: www.Evernote.com Feedly News Reader: www.Feedly.com Lifehacker Blog: www.lifehacker.com Wunderlist To Do List Organizer: www.Wunderlist.com
Social Security Tools
Find your Social Security Benefits: www.SSA.gov (Simply create a log in and view "My Estimated Benefits") Social Security Administration's Calculator Suite: http://ssa.gov/planners/benefitcalculators.html Social Security Analyzer: http://www.bedrockcapital.com/ssanalyze/
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Retirement Toolkit
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Stocks & Charts
FinViz Stock Screener: http://finviz.com/screener.ashx Morningstar: www.Morningstar.com Sector "Heatmaps" (Financial Visualizations): http://finviz.com/map.ashx
StockCharts.com: http://stockcharts.com/freecharts/ Yahoo Finance: http://finance.yahoo.com/
We hope you find value in these tools. Let us know if we left out one of your favorites or if any questions come up along the way!
- Tony Hellenbrand Email: [email protected] Office: 920-574-9614 www.HellenbrandFinancial.com
Information presented for educational purposes only. The author makes no claim as to the accuracy of
the information provided. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.
Advisory services offered through Investment Advisors, a division of ProEquities, Inc., a Registered
Investment Advisor. Securities offered through ProEquities, Inc., a Registered Broker-Dealer,
Member, FINRA & SIPC. Hellenbrand Financial is independent of ProEquities, Inc.
