Links

These links are websites / resources that we often use at ProsperiTea Planning.

Please note: the information being provided is strictly as a courtesy. We make no representation as to the completeness or accuracy of information provided at these websites. When you click any of these links you are leaving the ProsperiTea Planning and Tea & Taxes Company website, and entering a third party website. This third party website is not affiliated with, sponsored by, or endorsed by either ProsperiTea Planning or Tea & Taxes Company.

Taxing Authorities

Primal Encounter by Robert Grant

Primal Encounter by Robert Grant

DUA Quest – MA unemployment for businesses
Internal Revenue Service Center
IRS answers, “Where’s my refund?”
Massachusetts Dept. of Revenue
MassTaxConnect – Massachusetts Dept. of Revenue online access 
Social Security Administration – retirement benefits
Withholding Calculator

Local Resources

Community Action – Resources for basic needs
Co-op Power – Building a sustainable energy future
Franklin County Chamber of Commerce
Franklin County Community Development Corp 
Life Path – Formerly Franklin County Home Care Corporation
Franklin Regional Transit Authority – Save money, take the bus
Greenfield Public Library
Low-income Financial Services
MA Health Connector – Health insurance for Massachusetts residents
Money Management for Seniors
Recorder – Greenfield newspaper
Registry of Deeds – Check your Declaration of Homestead

Carpool

Craigslist Rideshare • Rideshare Company • ZipCar (in Amherst)

Clients who’ve agreed to be referrals for Tea & Taxes Company only (predating ProsperiTea Planning)

Financial Planning and Frugality Tips

Winter Stream by Robert Grant

Winter Stream by Robert Grant

Charity Navigator – Your guide to intelligent giving
Chris Martenson’s Crash Course – ‘Why the next 20 years won’t look like the last 20.’
Ed Slott – America’s IRA expert
FAFSA – Free application for Federal Student Aid
FastWeb – Find college scholarships
FinAid – Smart Student Guide to Financial Aid
Find Unclaimed Pensions
Find Unclaimed Property
Free Annual Credit Report – It’s really free if you check your report, not the “score”
Get Rich Slowly – A blog about frugal living
Mass-Save – Get free home energy efficiency work done
Evaluation Guide for Non-Cash Charitable Contributions
Richest Man in Babylon – ‘Precepts That Will Lead to Wealth’ (PDF download)
Roth IRA Web Site – Guide to Roth IRA info
Saving for College – Internet guide to ‘Section 529’ plans

Savings and Investing

Buy Silver on eBay – Look for 90% silver pre-1964 dimes, quarters and half dollars
Bogleheads – Investing advice inspired By Jack Bogle
Credit Union Ratings – Check the relative health of your credit union
Fidelity Investments – DIY brokerage accounts and mutual funds
Melt Value of Silver & Gold Coins – Shows spot prices
Monex – A gold bullion dealer
Montana Rarities – A coin dealer Wendy has used
Morningstar – Investment research tools
Motley Fool – Investment and financial planning advice
Savings Bond Wizard – The Official U.S. Dept. of Treasury site
TD Ameritrade – A top trading platform focused on fiduciary treatment of investors
TIAA-CREF – A good source for annuities
Vanguard Investments – A popular source for index funds

ProsperiTea Planning links

Form ADV (Firm Brochure)
LLIS – The Advisor’s insurance advisor
Shareholders Service Group (SSG) – Login to ProsperiTea Planning’s Custodian
NAPFA.org – National Association of Personal Financial Advisors
Alliance of Comprehensive Planners – The Community of Tax-Focused Financial Planners Operating Under the Retainer Model
XY Planning Network – Retainer-Based Fee-Only Fiduciary Advisors Serving Gen X & Y, often using technology to be location-independent

Business Services

BenefitsLink™ – The National Employee Benefits web site
NOLO Press: Law for All
Secretary of the Commonwealth’s Corporations Division
The Small Business Administration
U.S. Patent & Trademark Office – Search for trademarks

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