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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

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

  • Questions to Ask When Choosing a Financial Planner
  • Useful Websites
  • Financial Calculators

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Younity Wealth Partners, LLC
29525 Chagrin Boulevard, Suite 300
Pepper Pike, OH 44122
 
 
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Important Disclosure Information
Younity Wealth Partners, LLC ("Younity Wealth") is a state registered investment adviser located in Beachwood, Ohio. Younity Wealth and its representatives are in compliance with the current filing requirements imposed upon state registered investment advisers by those states in which Younity Wealth maintains clients. Younity Wealth may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Younity Wealth’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Younity Wealth’s web site on the Internet should not be construed by any consumer and/or prospective client as Younity Wealth’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Younity Wealth with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Younity Wealth, please contact the SEC or the state securities regulators for those states in which Younity Wealth maintains a notice filing. A copy of Younity Wealth ’s current written disclosure statement discussing Younity Wealth’s business operations, services, and fees is available from Younity Wealth upon written request. Younity Wealth does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Younity Wealth web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.        

 

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