Retirement Toolkit

Advisor Due Diligence

American College Designation Check: http://www.designationcheck.com/
CFTC SmartCheck: http://smartcheck.cftc.gov/
FINRA Broker Check: http://brokercheck.finra.org/
SEC Investment Adviser Public Disclosure:
http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx
Wisconsin Commissioner of Insurance Agent Lookup:
https://ociaccess.oci.wi.gov/ProducerInfo/PrdInfo.oci

Banking & Interest Rates

Ally Online Banking: www.AllyBank.com
Savings, CD, and Mortgage Rates: www.BankRate.com
Charitable Giving
Better Business Bureau Charity Tracking: http://give.org/
Charity Navigator Charity Rating Services: http://www.charitynavigator.org/
Charity Watch Charity Watchdog: https://www.charitywatch.org/home
Guidestar 501(c)3 Reporting: http://www.guidestar.org/
Data & Identity Security
CreditKarma Free Credit Reporting: www.CreditKarma.com
LastPass Password Wallet: https://lastpass.com/
Tresorit Encrypted Cloud Storage: https://tresorit.com/

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Retirement Toolkit

Economic Data
Bloomberg Economic Calendar:
http://www.bloomberg.com/markets/economic-calendar
Federal Reserve Economic Data "FRED" System:
http://research.stlouisfed.org/fred2/
JPMorgan Market Insights App:
https://www.jpmorganfunds.com/cm/Satellite?UserFriendlyURL=program&pagenam
e=jpmfVanityWrapper&programId=1303814258626&vanity=marketinsights
MacroTrends Economic Charts: http://www.macrotrends.net/
Shiller P/E: http://www.multpl.com/shiller-pe/
Group Retirement Plans
BrightScope Plan Ratings: http://www.brightscope.com/
FreeERISA Plan Search: http://freeerisa.benefitspro.com/
Healthcare Resources
Obamacare Subsidy Calculator:
http://kff.org/wp-content/themes/vip/kff/static/subsidy-calculator-widget.html
Medicare "Find-a-plan" Tool: https://www.medicare.gov/find-aplan/questions/home.aspx?AspxAutoDetectCookieSupport=1
Medicare Part D Donut hole calculator: http://doughnuthole.aarp.org/
Legacy Planning
AARP LTC Cost Calculator:
http://www.aarp.org/relationships/caregiving-resource-center/LTCC/
Bankrate Estate Tax Calculator: http://www.bankrate.com/calculators/taxplanning/estate-tax-planning-calculator.aspx

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Retirement Toolkit

Wharton Life Expectancy Calculator:

http://gosset.wharton.upenn.edu/mortality/perl/CalcForm.html
Market & Retirement News/Blogs
AdvisorPerspectives: http://www.advisorperspectives.com/
Kitces Nerds Eye View Blog: https://www.kitces.com/blog/
Tax Policy Center: www.TaxPolicyCenter.org
ThinkAdvisor: http://www.thinkadvisor.com/
ZeroHedge: http://www.zerohedge.com/
Productivity
Audible Audiobooks: www.Audible.com
Evernote Cloud Notebook: www.Evernote.com
Feedly News Reader: www.Feedly.com
Lifehacker Blog: www.lifehacker.com
Wunderlist To Do List Organizer: www.Wunderlist.com
Social Security Tools
Find your Social Security Benefits:
www.SSA.gov (Simply create a log in and view "My Estimated Benefits")
Social Security Administration's Calculator Suite:
http://ssa.gov/planners/benefitcalculators.html
Social Security Analyzer: http://www.bedrockcapital.com/ssanalyze/

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Retirement Toolkit

Stocks & Charts

FinViz Stock Screener: http://finviz.com/screener.ashx
Morningstar: www.Morningstar.com
Sector "Heatmaps" (Financial Visualizations): http://finviz.com/map.ashx
StockCharts.com: http://stockcharts.com/freecharts/
Yahoo Finance: http://finance.yahoo.com/

We hope you find value in these tools. Let us know if we left out
one of your favorites or if any questions come up along the way!

- Tony Hellenbrand
Email: Tony@HellenbrandFinancial.com
Office: 920-574-9614
www.HellenbrandFinancial.com

Information presented for educational purposes only. The author makes no claim as to the accuracy of
the information provided. The information in this material is not intended as tax or legal advice. Please
consult legal or tax professionals for specific information regarding your individual situation.
Advisory services offered through Investment Advisors, a division of ProEquities, Inc., a Registered
Investment Advisor. Securities offered through ProEquities, Inc., a Registered Broker-Dealer,
Member, FINRA & SIPC. Hellenbrand Financial is independent of ProEquities, Inc.

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