Securing your family's financial future is one of the most important goals you can achieve. Below is a wide selection of financial links of sites that can help you fulfill your dreams.

FINANCIAL PLANNING
FINANCIAL NEWS AND QUOTES
INVESTMENT OPPORTUNITIES
TAX PLANNING
ESTATE PLANNING
RETIREMENT PLANNING
COLLEGE FUNDING

FINANCIAL PLANNING
Certified Financial Planner Board of Standards - a professional regulatory organization, fosters professional standards in personal financial planning so that the public values, has access to and benefits from competent financial planning.

FINANCIAL NEWS AND QUOTES
Nasdaq.com - includes quotes, news, market activity, and IPOs.

Big Charts.com - Charting service providing free access to charts, reports, indicators and quotes for stocks, mutual funds and major market indices.

PC Quote.com - Provides real-time and delayed securities quotations and news to professionals and consumer markets worldwide.

Top of page   Get A Quote!

INVESTMENT OPPORTUNITIES
Catholic Ave Maria Funds - The Ave Maria Mutual Funds are designed specifically for morally responsible investors who are looking for financially sound investments in companies that do not violate the core teachings of the Catholic Church.

The LKCM Aquinas Funds - The LKCM Aquinas family of no-load funds has two missions: To achieve its investment objectives (profits) and to promote Catholic family values as outlined by the United States Conference of Catholic Bishops' investment guidelines. Aquinas shareholders believe these missions are compatible and share the same investment goals, long-term capital growth and/or current income, as investors in other mutual funds.

TAX PLANNING
Individual Tax Forms  - Includes all forms, including W-2, 1040, and 1040EZ.

Business Tax Forms - Includes all forms, tax rules and regulations for Businesses.

Frequently Asked Questions - the Internal Revenue Service's questions and answers section.

ESTATE PLANNING
Nolo.com - Provides legal information from the most-recognized and trusted brand in Consumer and Small Business law. Including An Introduction to Estate Planning, Wills, Probate and Executors, Living Trusts, Estate and Gift Taxes, Life Insurance, Funeral Planning and Other Final Arrangements, Healthcare Directives and Powers of Attorney.

RETIREMENT PLANNING
Roth IRA Web Site Home Page - provide technical and planning information on Roth IRAs to practitioners and consumers.

COLLEGE FUNDING

SavingForCollege.com - If you'd like to know more about state-sponsored college savings plans - and other options, too.

Disclaimer of Warranties and Liabilities - Links to or information on Catholic and non-Catholic organizations found at this site are provided solely as a service to our users and are for information purposes only. We strongly advise and encourage you to seek independent tax, financial and legal counsel from qualified individuals and companies. In addition, the links do not constitute an endorsement of these organizations, their programs and/or products by Catholic Term Life, and none should be inferred.

Top of page   Get A Quote!