Resources

For the convenience of our clients and friends, we have researched and provide a list of internet links you may find useful in pursuit of your financial goals. We have no direct connection to or control over any of these sites and, as such do not provide any assurance as to the accuracy of their content.

Tax Links

  • Internal Revenue Service – home page of the Internal Revenue Service, a source for tax forms, publications, contact information, etc.:
    www.irs.gov

  • Where's My Refund (federal) – if you haven’t received your personal federal income tax refund by the anticipated date, this site will help you check the status of your refund:
    https://sa1.www4.irs.gov/irfof/lang/en/irfofgetstatus.isp

  • Iowa Department of Revenue – homepage of the Iowa Department of Revenue, a source for state of Iowa tax forms, account applications, research, publications and contact information:
    www.iowa.gov/tax/

  • Where's My Refund (Iowa) – if you haven't received your personal Iowa income tax refund by the anticipated date, this site will help you check the status of your Iowa income tax refund:
    https://www.idr.iowa.gov/wheresmyrefund/


Saving & Investing Links

  • College Savings Iowa – a valuable resource for information on setting up, funding and managing an Iowa qualified Section 529 college savings plan:
    https://www.collegesavingsiowa.s.upromise.com

  • Saving for College – a college savings calculator and plan comparison resource:
    www.savingforcollege.com

  • Social Security Administration – homepage of the Social Security Administration:
    www.ssa.gov

  • Free Annual Credit Report – the legitimate free credit report site (some sites pose as a free site and charge you a fee):
    https://www.annualcreditreport.com

  • Kiplinger's Finance – a good investment tools and retirement planning calculator resource:
    www.kiplingers.com

  • CBS Market Watch – a Wall Street Journal sponsored source for stock market news:
    www.marketwatch.com

  • CNN Money – a stock market news site sponsored by CNN, Fortune and Money:
    www.money.cnn.com

  • CNBC – home page of the CNBC business news television network:
    www.cnbc.com


Business & General News