Following are links to Web sites we’ve found to be especially useful to our clients as we plan for their retirements and manage their investments. Of course, these sites represent just a fraction of the information available online.

Certified Financial Planner Board of Standards, Inc.

A professional regulatory organization for advancing professional standards in financial planning, the CFP® Board works to ensure the public has access to competent and ethical financial planning.


The official U.S. government site for people with Medicare. The Medicare Beneficiary Portal lets you access your personal information regarding your Medicare benefits and services.

One of the most honored news organizations online, is a leader in breaking news and original journalism, reaching more people than any national daily newspaper.

The Internal Revenue Service

Yes, the IRS is the nation’s tax collection agency. Beyond facts about the U.S. Treasury, the site provides answers to tax-related questions for individuals and businesses of all sizes.

Schwab Alliance

A premium service designed to complement the expertise and personal advice of Proctor Financial advisors, Schwab Alliance enables our clients to view and manage their accounts online.

Social Security Online

The official Web site of the U.S. Social Security Administration. In addition to providing information on Social Security benefits, the site offers basic facts on money management: how to save it, invest it, and manage it to meet your personal goals.

Saving for College

This is perhaps the best source for objective information about Section 529 college savings plans and other ways to save and pay for college.


Bloomberg is a leading global provider of online data, news, and analytics. Bloomberg’s media services provide real-time and archived financial and market data, pricing, and news.

Morningstar is a premier investment research site, providing stock and mutual fund quotes, research reports and tools for making better investments, and 401k decisions.