Resources
Credit Reports
You may request a free annual credit report from AnnualCreditReport.com. It’s the only authorized source for the free annual report that is yours by law.
Education
Learn more about 529 plans, financial aid basics, and how to calculate the cost of college. The site also offers tools and calculators.
Freeze Your Credit
A credit freeze, also known as a security freeze, prevents others from accessing your credit report and opening new accounts in your name. It’s a free way to protect yourself from identity theft and fraud. Please visit the three credit bureaus – Equifax, Experian and TransUnion – to learn more.
Insurance
Insurance can play a vital role in your financial life and we regularly have discussions with clients about their coverage. Please visit this page on our website to learn more and to view our video conversations about life, disability and long-term-care insurance.
Medicare
The Medicare website offers information about the parts of Medicare, what’s new, and how to find Medicare plans, facilities or providers.
Retirement
Visit the Social Security website to calculate your estimated Social Security benefit, find your full retirement age, and apply online.
Taxes
The official website of the Internal Revenue Service offers downloadable forms and worksheets, answers to frequently asked questions, and instructions on filing electronically.
