Resources
Here are some useful resources you might be interested in:
EDUCATION:
- Dept of Labor Fiduciary Education
- FINRA Investor Knowledge Quiz
- FPA Slide: Emotional Cycle of Investing
- Life Foundations Insurance Education
- National Council on Aging
ESTATE PLANNING:
- Academy of Special Needs Planers
- American College of Trust & Estate Counsel
- Freewill.com
- National Association of Area Agencies on Aging
- National Hospice & Palliative Care Organization
GOVERNMENT AGENCIES:
- Eldercare Locator
- FDIC (Federal Deposit Insurance Corp.)
- Internal Revenue Service
- Medicare.gov
- SIPC (Securities Investor Protection Corp.)
- Social Security Administration
- Social Security Benefits Look-up
IRS:
- Internal Revenue Service
- IRS Retirement Plan Contribution Limits
- IRS Tax Information for Participants/Employees
- Types of Retirement Plans
MISC. NON-PROFIT ORGANIZATIONS
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