Updated November 5, 2023

Annuities

Annuities Explained – the graphics help a reader understand the role of annuities in an income plan, and the advantages of a deferred vs. immediate type.

CNN Annuity Calculator

myRA that anyone can open directly with the Treasury Dept.

Life Expectancy Table from Social Security Administration

Stocks

Stock analyzer at Finviz.com

Portfolio Visualizer – a free portfolio backtester

Historical data on SP500 prices, inflation adjusted prices, earnings, dividends. You can click “Table” under a price chart and copy the numbers from the table to a spreadsheet if you want to plot a price range.

Shiller P/E ratio

Mutual Funds

SEC FAQ sheet on mutual fund fees

A FINRA interactive mutual fund analyzer. Enter a fund ticker and this tool will give you the total 10 year return, profit and loss, and the total fees and charges.

Economic Indicators

Doug Short’s Advisor Perspective – a comprehensive set of graphs and analysis of major economic indicators

Federal Reserve FRED data and charts

BLS latest monthly employment bulletin

Advance Real Retail and Food Services Sales, RRSFS

Moody’s Seasoned Aaa Corporate Bond Minus Federal Funds Rate [AAAFF], a “short” bond spread. See this post about comparing two bond yields as an indication of investor expectations or worries. A “long” spread is Moody’s Seasoned Aaa Corporate Bond Yield Relative to Yield on 10-Year Treasury Constant Maturity [AAA10Y].

BEA Glossary  Explanation of terms like GDP used by the Bureau of Economic Analysis.

BLS latest monthly employment bulletin

Global debt clock

International Energy Administration – weekly reports on oil inventories and rig counts

Inflation in the 19th century – Minneapolis Fed

Cars, Homes, Legal

The Atlanta branch of the Federal Reserve maintains a Home Ownership Affordability Monitor for many of the metro areas in the U.S.

Spark Rental’s home price heat map.  Color codes indicate amount of price appreciation in the past year.

Car and Home Insurance – average in each state

Accessing a loved one’s digital remains – an article from Gillware.com

IRS

IRS 1040 Instructions (2019)
IRS Tax Statistics Home Page
Tax Stats specifically on Personal Taxes
IRS stats specifically on the Earned Income Tax Credit (EITC)
IRS FAQs on 529 Expenses
IRS FAQs on Taxability of Social Security Income

Tax Expenditure estimates by U.S. Treasury