Keep
Tabs on Their Money
www.carsonwealth.com
The Carson Wealth Management
Group Web sites Research section offers CPA
investment advisers news headlines and market
summaries from Dow Jones, the Nasdaq and Standard
and Poorswith the latest index
figures and most recent changes, a stock quote
center and a mutual fund lookup. This Smart Stop
also has links to calculators for insurance,
retirement planning, savings and tax estimators.
Teaching the
Teacher
www.meridianwealth.com
Certified financial planner Scott
Dauenhauers site educates educators about
retirement planning under IRC section 403(b) with
articles such as Your Best Interest or Your
Districts? and Choosing a Good
Financial Adviser. Users can read current
and archived issues of The Teachers Advocate e-newsletter,
find links to financial calculators and read
information about long-term care. The site also
includes a link to another Dauenhauer e-stop, www.403bretire.com,
with discussion boards and FAQs.
News, Clues and
Views
www.wealthmgt.com
Financial advisers can find
resources for clients here. In addition to
headline links to stock market news, this stop
has business, U.S. and international news. In the
Investor Center visitors can find links to sites
on estate and retirement planning, mutual funds
and taxes, as well as calculators that show the
dollars-and-cents cost of postponing a savings
plan. The page has a link to current and archived
installments of the sites weekly market
commentary.
Plan Tomorrow Today
www.stephens.com
Investment bank Stephens Inc.
offers financial planners wealth management tools
in the Private Client Group section, including
guides on education and estate planningwith
information on establishing revocable living or
irrevocable trustsand investing for
retirement. Also, use the calculators to check
bond yields, college costs or cash value and
income gap at retirement.
Rich in Resources
www.wealthmgmt.com
This Web spot has free resources
for unregistered users in its Planning section
including Do I Need a Financial Plan?
and a flowchart of the process. Current articles,
such as Alternative Investment Lingo
and archived ones, including Responding to
a Volatile Market and Value of
Diversification, are available from Wealth
Management LLCs monthly publication Wealthy
Minute. Users also get free access to the
sites financial calculators on asset
allocation, investments, loans, mortgages and
taxes.
Grow
or No Go?
www.annuitiesnet.com
CPA broker-dealers can check on
variable annuity rates or find annuity sponsors
and links for state insurance and securities
regulatory departments here. Users can find links
to industry articles and newsletters in the News
section, browse a calendar of conferences or
search for jobs in Tools, which also has links to
airlines and airports, phone directories, travel
agencies and weather services.
Compliance for
Dummies
www.soxlaw.com
This e-guide gives a basic
overview of the Sarbanes-Oxley Act of 2002 and
summarizes its five sections dealing with
compliance issues, including section 302 on
financial reporting and section 401 on financial
statements. Other topics include disclosure,
fraud and internal controls. Go to the Humor
section to read how not to spell Sarbanes and
Oxley or click on the link to www.aicpa.org.
Technology for the
Little Guy
www.smallbusinesscomputing.com
CPAs who double as IT advisers
and small firm owners looking for technology
guidance will find it here with links to news
articles such as Automate Your Business
Processes and Prevent Data Disasters
in 2005. Other resources include a
buyers guide and special reports in the
Small Business Essentials section. Users also can
join discussion forums on e-commerce and online
marketing, or read a glossary of the top 40 small
business computing terms.
Resources at the
Ready
www.refdesk.com
Visitors should bookmark this
site for one-click access to business, local and
international news, e-dictionaries, encyclopedias
and thesauruses, government listings and
telephone books. Other links let users search
Americas Job Bank, check e-mail remotely,
get stock quotes and use online calculators and
currency converters. Take a break with Daily
Diversions and find links to comics, crosswords,
the latest Gallup polls, and even David
Lettermans recent and past Top 10 lists.
Roth Resources
www.rothira.com
Financial planners will find
current and archived news articles such as
Roth IRA Conversion Considerations
here. Visitors can read up on evaluating Roth IRA
software or get the full text of the IRS
final regulations, access planning calculators
for asset allocation and retirement, get links to
related sites and join a discussion board.
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