Resources and links for wealth advisement

Financial Planning Facts:

  • Wealthy and successful people make financial mistakes with the biggest being not accumulating enough capital.
  • Fiduciaries and individual investors must have a plan to avoid the common financial mistakes.
  • Individuals and fiduciaries must monitor to be successful.
  • The job of financial planning and investment management is not part-time.
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Financial Planning Resources

Investment News

Bloomberg
The Wall Street Journal

Retirement

IRA Center – 2011 IRA/Roth limits, distribution rules, compare IRA's and ROTHs
Social Security – apply for benefits, estimate your retirement, get a form
Medicare – 6 things you need to know, Medicare Handbook

Privacy and Identity Theft

Credit Reporting Agencies

 

To obtain a free credit report
National Do Not Call Registry

 

College Planning

Learn about and compare 529 plans

Internal Revenue Service

IRS

Securities and Exchange Commission

Check out brokers and advisors

Economist/Investment Manager Newsletters

Hussmanfunds
Register for John Mauldins weekly newsletter
Pimco's Bill Gross's Investment Outlook
Carpenter, Claydon Advisors, inc. is registered as an investment adviser with the SEC.
The firm only transacts business in states it is properly registered, or is excluded or exempted from registration requirements.