Resources
Estate
Manage personal affairs while you're alive and control the distribution of wealth upon your death.
Insurance
A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.
Investment
Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals.
Lifestyle
How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.
Money
Managing your money involves more than simply making and following a budget.
Retirement
Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.
Tax
Understanding tax strategies can potentially help you better manage your overall tax situation.
Tax Planning Guide
A tax planning guide to better understand how to minimize tax liabilities and consider other situations.
eBooks
Complimentary downloadable eBooks we offer to you.
Links
Finding what you're looking for on the internet can be quite a daunting task. We've made it a little easier by selecting a few of our favorite sites.
Financial Links
- Avantax.com
- Bankrate.com
- MarketWatch
- Creditkarma.com
- RothIRA.com
- Savings Bond Calculator
- Kiplinger Personal Finance
- Bitcoin
Government Links
- The Internal Revenue Service
- NY State Dept. of Taxation & Finance
- U.S. Social Security Administration
- Medicare.gov
- U.S. Small Business Administration
- U.S. Department of Commerce
- Federal Consumer Information Center
- HealthCare.gov
- NY State Official Health Plan Marketplace
Community Links
- Cayuga County Chamber of Commerce
- Cayuga County Official Website
- NYS Equal Rights Heritage Center
- Cayuga County Office of Tourism
- Cayuga County ImageMate (RE Property Info)
- Cayuga Community Fund
- City of Auburn Official Website
- New York State Teachers Retirement System
- New York State and Local Retirement System
- The New York Police & Fire Retiree Association
News, Newspapers And Magazines
- Bloomberg
- CNN
- CNBC
- The Citizen, Auburn NY
- New York Times
- The Newspaper Association of America
- Wall Street Journal
- Money Magazine
- Fox Business
- USA Today
Tax Links
- IRS Where's My Refund?
- NY State Where's My Refund?
- Electronic Federal Tax Payment System (EFTPS)
- NY State Online Services
- AICPA Total Tax Insights
New Employee and Withholding Forms
- W4
- I9
- NY Withholding Form IT - 2104
- Social Security Withholdng Change Form W-4 V
- NYS Pension Withholding Form
- NYS Teacher Retirement System Withholding Form
Business and Software Links
- Basecamp
- Dropbox
- Evernote
- MileagePad
- Salesforce.com
- RescueTime
- Shoeboxed
- Process Street
- DocuSign
- Microsoft 365
- Ring Central
Artificial Intelligence Links
- Open AI
- Open AI Blog
- Perplexity AI
- ChatGPT by OpenAI
- Claude by Anthropic
- MIT Technology Review - Artificial Intelligence
- Google AI Blog
Cryptocurrency Resources Links
- Gemini
- Coinbase Learn
- Crypto.com University
- Binance Academy
- Blockchain.com Learning Portal
- Investopedia Cryptocurrency Section
- Bitcoin.org
- Cointelegraph Blockchain for Beginners
- Decrypt
- The Block Crypto
- Messari
- CryptoSlate
Education Links
- Auburn Enlarged City School District
- Cayuga Community College
- FAFSA
- Guide to Financial Aid
- Guide to Saving for College
- Khan Academy
- National Council of Higher Education
- NYS 529 College Savings Program
- Tyburn Academy
- U.S. News' College Center
Disability Resource Links
- How to Make Your Home Handicap Accessible
- The Consumer's Guide to Stair Lifts for the Elderly and Disabled
- Medicare Enrollment Guide
- Social Security Benefits for Disabled Children
- How to Manage Disability-Related Pain as You Age
The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.