Resources
Financial Research Publications
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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.
*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.
Access to a variety of financial calculators, including mortgage, investment, retirement savings and planning, tax, and savings.
Easy to use calculators for life and disability insurance.
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.
LPL Research provides timely, comprehensive publications on a range of subjects from investments, to markets, to the economy.
Learn more about financial planning and what makes the Certified Financial Planner™ designation one of the most prestigious an advisor can acquire.
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.
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.
Excellent resource for information pertaining to different options to save for a child’s education.
Information on Louisiana’s START Saving 529 plan.
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.