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Palmer Financial Planning

Michael V. Palmer, CFP®

 

Investing:

Mutual Fund Education Alliance - This site is a good place to learn about the ins and outs of mutual fund investing.

Morningstar Online - A primary provider of mutual fund research.

Treasury Direct - Site where you can research and buy savings bonds, treasury bills, notes and bonds direct from the U.S. Treasury.


College and Funding Information:

College Board Online - A wealth of information for both students and parents on applying for college, savings vehicles, financial aid and scholarships.

Saving for College - Information on 529 Saving Plans, Coverdell ESAs.  


Retirement:

Social Security Administration - Useful information on Statements of Earnings, how to obtain a replacement SS Card, disability benefits, applying for retirement benefits.   Links to the Medicare website.

Retirement Center – another excellent primer from the MFEA on retirement planning.


Insurance:

Insure.com - Insurance quotes and consumer education.


Estate Planning:

Crash Course on Wills, Trusts and Estate Planning -  Excellent site that addresses basics of estate planning.


Eldercare:

National Family Caregiving Association - Organization created to educate and assist Americans caring for chronically ill, disabled or aged loved ones.

Care Guide - Helping "families understand, plan and manage care for their elderly loved ones."


Taxes:

Internal Revenue Service - Forms, Publications, answers to your tax questions.

 

Palmer Financial Planning
6219 Sandydale Drive
Dallas, Texas 75248-3942
Phone: 214-280-7362
Fax: 972-692-5838

Write Michael V. Palmer, CFP®


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