helpful links
Seven Critical Questions for Financial Advisors You Need to Ask:Very important questions you should ask a financial advisor before you hire him/her.
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Investment Advisers: What You Need to Know Before Choosing One:
U.S. Securities and Exchange Commission’s website detailing what you need to know when hiring an investment advisor.
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Mutual Fund Expense Calculator:
A more user friendly mutual fund cost calculator with easy inputs and a graphical output provided by Bankrate.
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401(k) and 403(b) Information:
Additional information about 401(k) and 403(b) defined contributions plans.
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More Planning Calculators:
Every possible financial calculator.
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College Savings Plans Information:
Everything you need to know about 529 plans.
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DEBT PAYOFF CALCULATOR:TheSimpleDollar.com provides a handy and easy to use tool to help people manage their debt. Run your numbers to see how much money you're losing when you borrow on high interest credit cards. It will shock you!
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finra ombudsman:Do you think something is amiss with your workplace retirement plan, maybe something just doesn't feel right to you or you actually think something illegal is happening (sadly, it has happened many times before and it will happen again). Get in contact with the FINRA Ombudsman, you might save yourself and many of your coworkers from a lot of financial stress.
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MUTUAL FUND ANALYZER:Financial Industry Regulatory Authority, Inc. (FINRA) Fund Analyzer analyzes the impact of fees and expenses.
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U.S. Securities and Exchange Commission’s Investment Adviser Public Disclosure:
U.S. Securities and Exchange Commission’s website allows you to perform a background check on individuals and firms.
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Beginners’ Guide to Asset Allocation, Diversification, and Rebalancing:U.S. Securities and Exchange Commission clearly lays out the fundamental principles of sound investing. Asset allocation, diversification, and rebalancing are the foundation of Pensinger Financial’s investment approach.
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Internal Revenue Service:Surprisingly, the IRS makes it pretty easy to understand most of the ins and outs of areas common to financial planning, such as IRAs, retirement plans, college savings plans, etc. Part of a financial planner’s role is to filter out all of the misinformation out there, then we can relay accurate information to our clients so they can make informed decisions. The IRS’ website is a great source to get correct answers straight from the government
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CONTACT
Lemont, Illinois 60439 630-754-7580 Phone 630-590-9392 Fax |