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Resources & Research

The three top credit reporting bureaus.
If you experience a theft you should contact all three to stop any further use of your good name for new credit.

www.equifax.com
www.experien.com
www.tuc.com

Educational Savings Plan
This is a very good site for information about state 529 plans and the latest trends and thinking for saving for college educations.

www.savingforcollege.com

Investing
These sites can be helpful to those who want to do some of their own research. They can also be overwhelming in terms of information and of course those annoying pop-up ads. However, for current financial news, using these or other financial sites, can keep you up-to-date and focused on your special interests.

www.morningstar.com
www.cnbc.com
www.yahoo/finance
www.thomson.com

NEW Calculators
www.choosetosave.org/calculators

Software for businesses and home use
The leading software provider for both business and home use is Intuit, with its base of software products, Quickbooks and Quicken.

www.intuit.com
www.quicken.com
www.quickbooks.com

Tax Information
When you must contact these organizations:

California Franchise Tax Board
www.ftb.ca.gov

California State Board of Equalization
www.boe.ca.gov

Internal Revenue Service
www.irs.gov


Employee Benefits Information
Health Insurance providers. Medical (Dental and Vision also provided by most medical carriers)

www.bluecrossca.com (California)
www.blueshield.com
www.anthem.com (go to site and select state)
www.bcbstx.com (Texas)
www.healthnet.com
www.aetna.com
www.cigna.com
www.kaiserpermanente.org
www.pacadvantage.org
www.phs.com


Dental
www.deltadental.org
www.ameritasdental.com  (vision coverage also)

Vision
www.vsp.com


Group Life/AD&D, Disability, and Long Term Care
www.reliance.com
www.standard.com
www.genworth.com
www.unum.com
www.aig.com
www.metlife.com
www.johnhancock.com
www.aflac.com


Other useful sites
www.ssa.gov
www.aarp.org
www.bankrate.com

: Managed Economics : info
Member, Practitioner Division, International Association of Financial Planning; International Association of Registered Financial Consultants, Inc. Insurances Offered through Dublin Insurance Services, Inc., An "NFP" Company Securities offered through Ogilvie Security Advisors Corp. 71 S Wacker, Suite 3025 Chicago, IL 60606 - (312) 335-5476 - Member NASD/SIPC
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