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Resources

Here are some useful resources to help you:

Useful Websites

Taxes:

  • Internal Revenue Service

Government Agencies:

  • Social Security Administration

News:

  • The Wall Street Journal
  • New York Times
  • Yahoo Finance
  • Weather 

Calculators

  • Smart Bond Investing Accrued Interest Calculator
  • Retirement Calculator
  • College Savings Calculator
  • Loan Calculator
  • Savings Calculator
  • 401(k) and IRA Minimum Required Distribution Calculator

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.

Resources

  • Helpful Tools
  • Blog

Contact Us

Don't hesitate to get in touch with us.
We would love the opportunity to become your trusted advisor.

Phone: (614) 888-2117
Fax: (614) 888-2023

Email: smy@shoremorganyoung.com

300 W. Wilson Bridge Rd., Ste. 310, Worthington, Ohio 43085

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Private Wealth Strategies, L.L.C, is a Registered Investment Adviser. Advisory services offered through Private Wealth Strategies, L.L.C, Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. (www.lincolninvestment.com). Shore Morgan Young Wealth Strategies and Private Wealth Strategies, L.L.C. are independent of and not affiliated with Capital Analysts or Lincoln Investment. Information presented is for educational purposes only and does not intend to make an offer of solicitation for the sale or purchase of any specific securities product, service, or investment strategy. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser, tax professional, or attorney before implementing any strategy or recommendation discussed herein. Lincoln Investment and Capital Analysts are registered as investment advisers with the U.S. Securities and Exchange Commission and Lincoln Investment is registered as a broker/dealer in all 50 states. Lincoln Investment, Capital Analysts and its Financial Representatives may only transact business in a particular state if first registered and only after complying with registration requirements. When you link to any of these websites provided here, you are leaving this site. We make no representation as to the completeness or accuracy of information provided at these sites. Nor are we liable for any direct or indirect technical or system issues or consequences arising out of your access to or use of these third-party sites. When you access one of these sites, you are leaving our website and assume total responsibility for your use of the sites you are visiting. Calculators are provided only as general self-help planning tools. Results depend on many factors, including the assumptions you provide and may vary with each use and over time. We do not guarantee their accuracy, or applicability to your circumstances. Tax, legal, or Social Security claiming advice is not offered through, nor supervised by Private Wealth Strategies, L.L.C, Lincoln Investment, or Capital Analysts.

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