Updated May 16, 2020

Covid-19 Info for Individuals

This page gets updated weekly and features answers regarding taxes, charitable contributions, loan, mortgage and rent payments, borrowing from retirement accounts.


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.


Portfolio Visualizer – a free portfolio backtester

Historical data on SP500 prices, inflation adjusted prices, earnings, dividends

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

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

BLS latest monthly employment bulletin

Percentage of people with subprime credit in over 3000 counties.

Global debt clock

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

Economic growth under 20th century Presidents

Cars, Homes, Legal

Trulia’s home price heat map.  Includes median price per square foot for houses sold in each zip code.

Car and Home Insurance – average in each state

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


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