Links

Financial planning

Focus on Fiduciary - A national compaign to educate consumers about their advisers' loyalty.

To learn more about what fiduciary means.

National Association of Personal Financial Advisors (NAPFA)

Learn about Fee-Only financial planning.

The Financial Planning Association (FPA)

Find out about financial planning.

Certified Financial Planner Board of Standards (CFP)

Check out a CFP Licensee.

Investments

Charles Schwab & Co.

Log in to your Schwab account.

Fidelity Investments

Log in to your Fidelity account.

Vanguard

Log in to your Vanguard account.

Closed-End Fund Association

Find out about closed-end funds.

Exchange-Traded Funds

Find out about exchange-traded funds.

Tax Planning

Internal Revenue Service (IRS)

Get forms and publications, income tax information.

Illinois Department of Revenue

Get forms and publications, income tax information.

Social Security Administration

Get information about social security benefits.

Regulatory

Securities and Exchange Commission (SEC)

Check out brokers and financial advisors, get information about enforcement actions.

Financial Industry Regulatory Authority (FINRA)

Find out about regulation of the securities industry.

Illinois Securities Department

Get information on Illinois' regulation of investment advisors.