Keep Tabs on Their Money
The Carson Wealth Management Group Web site’s Research section offers CPA investment advisers news headlines and market summaries from Dow Jones, the Nasdaq and Standard and Poor’s—with the latest index figures and most recent changes, a stock quote center and a mutual fund lookup. This Smart Stop also has links to calculators for insurance, retirement planning, savings and tax estimators.
Teaching the Teacher
Certified financial planner Scott Dauenhauer’s site educates educators about retirement planning under IRC section 403(b) with articles such as “Your Best Interest or Your District’s?” and “Choosing a Good Financial Adviser.” Users can read current and archived issues of The Teachers Advocate e-newsletter, find links to financial calculators and read information about long-term care. The site also includes a link to another Dauenhauer e-stop, www.403bretire.com , with discussion boards and FAQs.
News, Clues and Views
Financial advisers can find resources for clients here. In addition to headline links to stock market news, this stop has business, U.S. and international news. In the Investor Center visitors can find links to sites on estate and retirement planning, mutual funds and taxes, as well as calculators that show the dollars-and-cents cost of postponing a savings plan. The page has a link to current and archived installments of the site’s weekly market commentary.
Plan Tomorrow Today
Investment bank Stephens Inc. offers financial planners wealth management tools in the Private Client Group section, including guides on education and estate planning—with information on establishing revocable living or irrevocable trusts—and investing for retirement. Also, use the calculators to check bond yields, college costs or cash value and income gap at retirement.
Rich in Resources
This Web spot has free resources for unregistered users in its Planning section including “Do I Need a Financial Plan?” and a flowchart of the process. Current articles, such as “Alternative Investment Lingo” and archived ones, including “Responding to a Volatile Market” and “Value of Diversification,” are available from Wealth Management LLC’s monthly publication Wealthy Minute. Users also get free access to the site’s financial calculators on asset allocation, investments, loans, mortgages and taxes.
Grow or No Go?
CPA broker-dealers can check on variable annuity rates or find annuity sponsors and links for state insurance and securities regulatory departments here. Users can find links to industry articles and newsletters in the News section, browse a calendar of conferences or search for jobs in Tools, which also has links to airlines and airports, phone directories, travel agencies and weather services.
Compliance for Dummies
This e-guide gives a basic overview of the Sarbanes-Oxley Act of 2002 and summarizes its five sections dealing with compliance issues, including section 302 on financial reporting and section 401 on financial statements. Other topics include disclosure, fraud and internal controls. Go to the Humor section to read how not to spell Sarbanes and Oxley or click on the link to www.aicpa.org .
Technology for the Little Guy
CPAs who double as IT advisers and small firm owners looking for technology guidance will find it here with links to news articles such as “Automate Your Business Processes” and “Prevent Data Disasters in 2005.” Other resources include a buyer’s guide and special reports in the Small Business Essentials section. Users also can join discussion forums on e-commerce and online marketing, or read a glossary of the top 40 small business computing terms.
Resources at the Ready
Visitors should bookmark this site for one-click access to business, local and international news, e-dictionaries, encyclopedias and thesauruses, government listings and telephone books. Other links let users search America’s Job Bank, check e-mail remotely, get stock quotes and use online calculators and currency converters. Take a break with Daily Diversions and find links to comics, crosswords, the latest Gallup polls, and even David Letterman’s recent and past Top 10 lists.
Financial planners will find current and archived news articles such as “Roth IRA Conversion Considerations” here. Visitors can read up on evaluating Roth IRA software or get the full text of the IRS’ final regulations, access planning calculators for asset allocation and retirement, get links to related sites and join a discussion board.