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Dalton Wealth Management
Financial Advice is Available on the Web
We all want to improve our financial situations. Finding the right source of information on how to do this can be challenging. Here are 10 financial Web sites that are great places to begin your research.*
- Social Security – This is part of the Social Security Administration's Web site. It raises a number of issues that affect a person's decision about when to begin collecting Social Security benefits.
- Financial planning software – This program tells you how much to spend, save and hold in life insurance each year. It also shows you how key decisions – such as retiring early, switching jobs, building retirement accounts, moving to other states, downsizing, refinancing, having kids and paying tuition – will affect your standard of living.
- Credit report – This site allows you to request a free credit report once every 12 months from each of the nationwide consumer credit reporting companies.
- Real estate – This is a place for both buyers and sellers to learn more about what's going on in your neighborhood.
- Retirement – This is a great source of information on a wide array of topics. It provides worksheets on investing for retirement, and information on 401(k) plans, Roth IRAs, traditional IRAs and much more. Visiting this Web site is well worth the time.
- Buying a car – A leading expert lays out a step-by-step plan for creating a budget, finding the best fit, arranging a trade-in and striking the best deal.
- Insurance quotes – Whether you're looking for auto, life, health, home, business or travel insurance, this site can provide big savings.
- Investing – Links you to various message boards for opinions and comments about stocks and other investments.
- Planning – This site provides free links to other useful Web sites for estate planning, business planning, marketing, retirement planning, charitable planning, long-term care and much more.
- Best place to retire – Whether you are retiring or considering a relocation for a different reason, this site will give you information on homes, climates, schools and the cost of living.
There are many excellent Web sites that may better fit your situation. I encourage you to do some research on your biggest concerns … it will pay off.
If I can be of assistance in answering any of your questions regarding financial planning, investments, retirement, rollovers, IRAs, etc., please call 513-785-3512 and schedule a no-cost appointment today.
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