Investments and Financial Planning

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New Perspectives, Inc.
All rights reserved

 

 

 

Links
  • At New Perspectives, much of our time is spent researching, and we'd like to share some of our favorite sites with you.  Please know that these are suggestions and not endorsements of these sites.  Information and further links on these sites change and must be viewed with caution.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

GENERAL INFORMATION

STOCKS

MUTUAL FUNDS

TAX FORMS AND PUBLICATIONS

SOCIAL SECURITY

  •   www.ssa.gov Complete the request form for a Personal Benefits Statement. You'll need your social security number and your mother's maiden name. You'll also have to estimate your date of retirement and your earnings at that time. They'll send you a statement via snail mail in a couple of weeks. Repeat this every couple of years and keep it as a part of your financial records.

ANYTHING ELSE?

 

If you'd rather have your wisdom teeth pulled than research investments, try these sites.

uproar.com offers games. You can play bingo on a slow day, but don't expect this to be as profitable as the stock market.

rootsweb.com is a genealogy search site. You may want to try this if you think you have some rich relatives out there somewhere. Good luck!

All of the above sites are free to any web surfer. You may have to register in order to enter the site, but this is a small price to pay for enlightenment. And if it's still over your head....

Call us at New Perspectives, Inc. Call 601-991-3158 or 888-831-3158 or contact us at newper.com. We'll do the work. You'll reap the rewards!

 

New Perspectives, Inc.

A fee-only financial advisor.

1.00% of assets or $200 per hour. 

Nancy Lottridge Anderson, Ph. D., CFA
601-991-3158