Resources
Here are some useful resources to help you:
Client Logins
Calculators
- Smart Bond Investing Accrued Interest Calculator
- Retirement Calculator
- College Savings Calculator
- Loan Calculator
- Savings Calculator
- 401(k) and IRA Minimum Required Distribution Calculator
College Financial Aid Planning
- Federal Student Aid FSA ID Website - The starting point of the Financial Aid application process for most institutions. Students AND parents must access this site to obtain their FSA ID for the Free Application for Federal Student Aid (FAFSA) and other Federal Student Aid websites.
- The College Board - The College Board administrates the SAT testing and reporting process. They also offer an in-depth college search engine. Some colleges require the submission of their Financial Aid application (CSS Profile).
- New Jersey Higher Education Student Assistance Authority (HESAA) - Financial Aid resource for New Jersey residents.
- Federal Student Aid on the Web - General information about the Federal student aid programs. Includes information about grants, loans, work-study programs and more!
- Scholarships using FastWeb.com - Free National Scholarship search engine offering scholarship information matching the student's unique profile.
- Federal Tax Return Transcripts - Tax Return transcripts may be needed during the verification process and are available on line.
- Information Needed for Your Appointment
- Family Information Form
- Fee Schedule
- Frequently Asked Questions
- College Bound Mentor - Local college search advisory firm assisting students with the many facets of the college search and application process.
Retirement Laws Updates
- Secure 2.0 Act of 2022 Click here for a section by section summary of the changes.
Cybercrime Protection Guidelines
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Data Breaches, What to Know, What To Do: https://www.bulkorder.ftc.gov/system/files/publications/pdf-0217-idt_data-breaches-what_to_know_what_to_do.pdf
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How To Recover Your Hacked Email And Social Media Account: https://consumer.ftc.gov/articles/how-recover-your-hacked-email-or-social-media-account
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What To Know About Credit Freezes And Fraud Alert: https://www.consumer.ftc.gov/articles/0275-place-fraud-alert
Useful Websites
The Investment Center:
Taxes:
Government Agencies:
News:
Past Newsletters
Additional Resources
- What To Do When A Loved One Dies - This outlines the tasks survivors should handle in the days and weeks following the death of a loved one.
- Final Wishes Discussion Guide - One of our goals is to help clients manage all financial aspects of their life. An area that frequently gets overlooked is how to honor our final requests. In an effort to assist our clients with being prepared and knowing what the next steps will be, Garretson Financial has created this guide. You can print and complete it at your leisure and save with your important documents or it can be downloaded to your device to be electronically completed and saved.
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.
