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Resources

HELPFUL LINKS

Current Exchange Rates
This link will help you chart the dollar against any foreign currency.

Mortgage, Bank, Lending, and Interest Rates.
This site will give you the most up-to-date information on constantly fluctuating rates

Money Magazine
Check stock quotes, and track the day's financial news.

MSN Money
A great source of information for your personal finance needs. Get access to quotes, stock research, and news.

Market Watch by Dow Jones
CBS Marketwatch provides links to financial news, stock quotes, IRA resources, stock picks and more.

Travelex - Foreign Exchange
Foreign currency exchange. Travelex has competitive exchange rates and traveler's cheques.

Government Sites

Social Security Administration
Social Security Administration administers retirement, medicare, disability and other benefits.

U.S. Small Business Association
Programs and services to help you start, grow and succeed.

U.S. Department of Commerce
U.S. Department of Commerce.

Federal Citizen Information Center
A catalog of Free and low-cost federal publications that may be of interest to you. Also contains a lot of important consumer information.

Tax Information Sites

IRS
The IRS website has many great tax resources for you.

IRS W4 Form
This form is used to determine federal income tax withholding.

Miscellaneous Sites

New York Times
A good source for national and world news.

Consumer World
Giving consumers reviews and knowledge for almost everything and anything you could purchase.

ABC's of Real Estate
Great knowledge if you are buying, selling or mortgaging your home. Yodlee
Yodlee is an aggregator of your bank accounts, reward programs, and a lot more. View all your accounts and your financial portfolio all in one place.

Avantax
Quick Links

- IRS Forms
- New Jersey Taxation Forms
- Social Security Forms
- Where Is My Federal Refund
- Where Is My NJ Tax Refund
- Financial Documents Timeline
- Mortgage Calculator

Contact Us

9700 Pacific Ave, Suite 102,
Wildwood Crest, NJ
Phone: (609) 729-0215


21031 Catawba Ave, Suite 104
Cornelius, NC
Phone: (704) 765-5188

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