Useful Websites


eDelivery Guided Tour from Wealthscape InvestorSM - Use this link for assistance in setting up eDelivery preferences for your National Financial Services account(s).

Investor Education

Yahoo Finance - A great website that is easy to use with loads of information.

The Motley Fool - Information and answers to basic investing concepts and questions.

Investopedia - An extensive source for financial content, terms, and definitions produced in an easily digestible format.  

Retirement Planning

U.S. Department of Labor - Employee Benefits Security Administration (EBSA) - Through this site you will find information regarding how your retirement plan works and what benefits you can expect to receive upon retirement. 

Social Security Administration - Find out what your Social Security benefits are calculated to be at retirement age.

Pension Benefit Guaranty Group - Offers an online search tool to help locate pension benefits.

College Planning

National Center for Education Statistics - Information on the past three years of college and university costs.

NitroScore - Determine ability to pay off college loan based on the college and major.


Internal Revenue Service (IRS) - File your taxes and make payments.

State of Iowa - The State of Iowa's tax law and policy.

Healthcare Planning and Resources

Medicare - The official U.S. Government site for Medicare information and enrollment.

Long-term Care Planning - U.S. Government site with eldercare planning considerations and options for every stage of life.  


CFP Board of Standards - the CFP Board requires CFP® professionals to put their clients' interests ahead of their own at all times.

Consumer Financial Protection Bureau - a U.S. Government agency that makes sure banks, lenders, and other financial companies treat you fairly.

Protecting Your Personal Information - What to do when you are a victim of identity theft.