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Lifestage Issues & Information

Regardless of your stage in life, you probably have lots of questions about your financial future. With that in mind, we have compiled a list of websites that could be helpful in putting you on a track toward accomplishing your long term goals and objectives. Just click on the appropriate link for information about your area of interest. If course, if you have questions, we’re always available to help.

Retirement Planning:

Social Security

  • Everything you want to know about Retirement, Survivor, Disability & Medicare benefits is on this site. They also have calculators that project benefits based on different retirement scenarios:


Civil Service Benefits

  • CSRS and FERS benefit information, forms, options, calculators and publications are available at:
  • Thrift Savings Plan (TSP) information is available at:



  • The official U.S. Government site with comprehensive information on benefits and services:


Research & Information

  • Guide to Retirement Living – Source Book: The most comprehensive source of one-stop information for the mid-Atlantic region for all issues facing seniors as they age. It offers information and options on housing, home care, aging in place, decision making, money & legal concerns, health and moving or downsizing, plus other specialized services:
  • AARP – A wealth of information and facts related to seniors:



  • The College Board website includes information on SAT testing as well as other areas of concern including planning, applying for college and paying the bills:
  • Information on scholarships, loans and other sources of financial aid can be found at this site:
  • 529 College Savings Plans offered by the states allow parents to sock away money for tuition, room and board and other college expenses on a tax favored basis. The site breaks it down by state:


Tax Planning:


Internal Revenue Service (IRS)


Just about everything you ever wanted to know from the IRS is available on this site, including forms, publications, calculators and more:


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