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Resources

Here are some useful resources to help you:

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Useful Websites

Charles Schwab:

  • Log in to your Schwab Account
  • Learn about how Robert Gordon & Associates, Inc. partners with Charles Schwab

News:

  • State Journal-Register
  • The Wall Street Journal
  • New York Times
  • AARP
  • NPR

Third Party Investment Research:

  • Morningstar
  • Market Watch

Estate Planning:

  • Wills
  • Durable Power of Attorney
  • Estate Planning

College Education:

  • SavingForCollege.com
  • UTMA/ UGMA
  • 529 Plans
  • Bright Start (Illinois 529 Plan)
  • Federal Student Aid

 Taxes:

  • Internal Revenue Service
  • Illinois Department of Revenue
  • 2020 Contribution Limits & Tax Facts
  • 2021 Contribution Limits & Tax Facts

Government Agencies:

  • Investor Education & Advocacy- Investor.Gov
  • Social Security Administration
  • Medicare
  • Medicaid
  • United States Treasury

Illinois State Employees:

  • State of Illinois Deferred Compensation Program
  • State of Illinois Teachers Retirement System
  • State Employees Retirement System
  • State University Retirement System
  • State of Illinois Judges Retirement System
  • State of Illinois General Assembly Retirement System

 

Link Disclosure: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.

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Useful Websites 

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Contact info

  •   1201 South Veterans Parkway Suite A, Springfield, Illinois 62704
  •   (217) 698-4844
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