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Web Resources

College Savings & Financial Aid
  • FinAid
    FinAid was established in 1994 as a public service. This award-winning site has grown into the most comprehensive source of student financial aid information, advice and tools - on or off the web. Access to FinAid is free for all users and there is no charge to link to the site.
  • Savingforcollege.com
    Everything you ever wanted to know about state-sponsored college savings programs.
Eldercare Information
  • Lifespan
    Rochester, NY agency providing elder care services and programming.
Financial Information
Gov't & Regulatory
  • FINRA BrokerCheck
    Investor information, including broker and adviser disciplinary records and a list of questions to ask your adviser.
  • Investment Advisor Public Disclosure
    You can search for an investment adviser firm on this website and view that firm’s Form ADV. Investment advisers file Form ADV to register with the SEC and/or the states. Form ADV contains information about an investment adviser and its business operations. Form ADV also contains disclosure about certain disciplinary events involving the adviser and its key personnel. To search for Landmark Financial's information and Form ADV, enter 124550 in the "Firm IARD/CRD Number" field.
Government Agencies
  • Social Security Administration
    News and how-to information on tax withholding, obtaining a replacement card or Statement of Earnings and Benefits, etc.
  • Term4Sale
    Instant term life insurance quotes from dozens of companies.
Interesting Links
  • St. John Fisher College
    My alma mater and a two-time member of the John Templeton Foundation Honor Roll of Character-Building Colleges. Go Cardinals!
Professional Organizations
    National Association of Personal Financial Advisors. The leading membership organization for Fee-Only advisors and an advocate for consumers seeking to work with objective, Fee-Only professional financial advisors.

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