" You don't need to have all the answers,
You just have to know whom to ask. "

Featured Links

Here are a few links to websites that we thought you might like to explore or find helpful. If you have any website suggestions feel free to let us know, we are always open to recommendations.

www.socialsecuritycentral.com - strategies to help you maximize your monthly retirement income

http://protective.sse.impact-tech.com - a simple tool to help clients determine the best options to receive Social Security benefits.

mint.com - users are able to upload account information for immediate insight into where their money is moving to and coming from

shoeboxed.com - helps manage all of your receipts - both on paper and electronically.

bundle.com - this site helps you set up budgets and track your progress toward specific goals.


James L. Policchio, CPA, P.C.

www.pensionhelp.org - This website will help you take steps to track down pensions from current or former employers.





Gary St. Pierre, CPA

www.pbgc.gov - You may have worked for a company in the past that filed bankruptcy and failed to fully fund their pension plans.  If so, PBGC might pay the benefits - though perhaps at a reduced level.

www.medicare.gov - Medicare Help Line (800) 772-1213 or (800) 633-4227






Senior Health Insurance Program Illinois (SHIP) - Find out what is available in Illinois for Medicare - http://insurance.illinois.gov/ship/default.asp

Illinois Dept. of Aging - www.state.il.us/aging

Medicare and You Handbook - www.medicare.gov/publications/pubs/pdf/10050.pdf

Choosing a Medigap Policy - www.medicare.gov/publications/pubs/pdf/02110.pdf

Publication 502 (Medical & Dental Expenses) - www.irs.gov/pub/irs-pdf/p502.pdf

Association of Unclaimed Property Administrators - www.unclaimed.org

Federal programs for tracking unclaimed money - usa.gov/Citizen/Topics/Government-Unclaimed-Money.shtml

Eldercare Locator is a public service of the U.S. Administration on Aging connecting you to services for older adults and their families.   http://eldercare.gov/Eldercare.NET

Find benefit programs that can help you pay for medications, health care, food, utilities and more at www.benefitscheckup.org.

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