Financial Planning Resources

“An investment in knowledge always pays the best interest.” – Ben Franklin

Here is a collection of financial planning resources available on the web. If you would like to discuss any of the below topics in more detail, please call us at (312) 669-1650 or use our “Let’s Talk” tool in the sidebar. The following links will take you directly to the third party sites.


Social Security

My Social Security – See your estimated Social Security monthly benefits and earnings record online.

Medicare – The official government website for people with Medicare. Medicare Plan Finder – Search for an compare coverage options available in your area. AARP Health Costs Calculator – Estimate what you may have to pay for health care. AARP Doughnut Hole Calculator – A four step tool to help you avoid the gap in prescription drug coverage under Medicare Part D.

Economy and Investing

Federal Reserve Economic Data FRED – Chart current and historical trends for GDP, CPI, Payroll and many hundreds of more economic data points.


College Savings Plans Network – Compare 529 Plans across all 50 states with this clearinghouse for information among state-administered college savings programs.

2017-2018 Federal Student Aid Handbook – All you need to know about applying for FAFSA, reviewed and approved by an office in the US Department of Education.

Tax – The official Internal Revenue Service website.

Credit – Get a report from each of the three major credit bureaus at one sitting.

Miscellaneous – See ratings on 5,000+ of the largest U.S. charities based on how effectively they use their money and how they develop their programs.

National Association of Unclaimed Property Administrators – Are you still owed $250 from the cable company that overcharged you ten years ago? Take a look, you might be surprised. 

Windgate Wealth Management is not responsible for the content of these third party sites.

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