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Helpful Financial & Retirement Resources
We’ve gathered trusted resources to help you better understand taxes, retirement, Medicare, and Social Security. These tools can help you prepare questions and make more informed decisions about your financial future.
Retirement Savings
IRS Retirement Contribution Limits
Review the latest IRS contribution limits for IRAs, 401(k)s, SIMPLE plans, SEP plans, and other retirement accounts. Keeping up with annual limits can help you plan contributions more effectively.
Income Taxes
IRS Tax Withholding Estimator
Use the IRS calculator to estimate how much federal income tax should be withheld from your paycheck. It can help you avoid a large tax bill or an unnecessarily large refund.
What is my filing status?
This interactive IRS Interactive Tax Assistant tool asks a few quick questions to instantly determine your correct federal tax filing status and maximize your tax savings. Complete this 5-minute questionnaire before filing to ensure you lock in the lowest possible tax liability and avoid costly errors.
IRS Tax Information & Forms
Access official IRS forms, publications, tax information, and tools in one place. This is a useful starting point when you need current federal tax information directly from the IRS.
Medicare
Medicare.gov
Explore official Medicare information about coverage, costs, enrollment, and available plans. Medicare.gov is the government’s primary resource for Medicare beneficiaries.
Medicare Plan Compare
Compare Medicare Advantage and Part D plans available in your area. Use the official Medicare tool to review coverage, costs, providers, and prescription information.
Medicare Costs
Learn about Medicare premiums, deductibles, coinsurance, and other potential healthcare costs. Understanding these expenses can make retirement and healthcare planning easier.
Social Security
Social Security Retirement Benefits
Learn when you may qualify for Social Security retirement benefits and how to apply. The official SSA website also provides information to help you plan when to claim benefits.
Social Security Account
Create or access your personal Social Security account to review your earnings history, estimated benefits, and other information. Your account can be an important part of retirement planning.
Social Security Benefit Calculator
Use Social Security’s calculators to estimate future retirement benefits and explore how different claiming decisions may affect your income. This can be useful when building a retirement strategy.
Free Financial and Insurance Education
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Tap into a growing and underserved market. It’s the perfect business because we have the products and the system — and the demand.
Financial Education Should be Free
When it comes to finances, how much do you know? If you’re like most people, you may know little about personal finance. Perhaps you think long-term security is impossible on your income. The truth is, no matter what your income level, you can achieve financial security. You just have to take the time to learn these principles.
Life insurance shouldn’t be complicated
It should do what it sounds like – simply provide income protection for your family’s financial future in the event of the unforeseen loss of a wage-earner. So, why do so many life insurance companies offer complex, confusing products that bundle higher-cost cash value life insurance with an investment account that typically has a lower rate of return than other investments?
Have More Questions?
Online resources are a great place to start, but every person’s situation is different. We’re here to help you understand your options and determine what information may be relevant to your situation.