HELPFUL RESOURCES

Visit these links to find out more about your financial future

Our site contains hyperlinks to other web sites operated by third parties. These links will take you away from our site. Please note that neither Bonfanti Investment Services, LLC guarantee the accuracy or completeness of any information presented on these sites. The third party’s privacy and security policies may differ from those practiced by the Bonfanti Investment Services, LLC.

MORNINGSTAR



Investment resource specialized in fund investing. Offers news, commentary, fund information, tutorials, tools and forums. Individuals use Morningstar to make educated investment decisions by gathering pertinent facts from an independent source, delivered in easy-to-understand formats.

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GENWORTH



*This is not to be considered an endorsement of any Genworth companies. It is a valuable resource that can be used to discover the average cost of long term care in your area with the Genworth Cost of Care Map and Survey. Learn how much long term care costs in your state.

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FINANCIAL CALCULATORS



Access to a variety of financial calculators, including mortgage, investment, retirement savings and planning, tax, and savings.

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LIFE HAPPENS



Easy to use calculators for life and disability insurance.

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IRS



The least exciting resource, but if you are looking something up online and find an article that explains something on taxation, this is useful to double check what the article says. As always, please check with your tax advisor for interpretation of information you find on the IRS website.

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LPL RESEARCH



LPL Research provides timely, comprehensive publications on a range of subjects from investments, to markets, to the economy.

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SOCIAL SECURITY



Get your Social Security Statement, to review estimates of your future retirement, disability, and survivors benefits as well as find out more information on Social Security itself.

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LET'S MAKE A PLAN



Learn more about financial planning and what makes the Certified Financial Planner™ designation one of the most prestigious an advisor can acquire.

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MEDICARE



Approaching 65? Brush up on what to expect from Medicare here and sign up for a MyMedicare.gov account to gain access to your personalized information.

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SAVING FOR COLLEGE



Excellent resource for information pertaining to different options to save for a child’s education.

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START SAVING



Information on Louisiana’s START Saving 529 plan.

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BROKERCHECK



BrokerCheck gives you a snapshot of a broker's employment history, licensing information and regulatory actions, arbitrations and complaints. While you’re here, please feel free to look at Michael’s SEC Public Disclosure Report.

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