Resources
Here are some information resources and valuable links that we encourage you to use:
- Siepert Newsletter
- Refund Tracking (IRS, WI and IL websites)
- Calculators
- Links
Siepert Newsletter
Here at Siepert, we feel that an informed client is our best customer. We know that there is a lot of information on the internet and it can be tough to determine what is valuable. We are going to work to find the most up-to-date information on current topics for you. Please stay tuned for those additions to our website!
"Where's My Refund?" Refund Tracking
| Federal Tax Refund Tracking | |
| Illinois Tax Refund Tracking | |
| Wisconsin Tax Refund Tracking |
Calculators
We provide a library of financial calculators to help you begin planning your financial future - from forecasting your retirement options or child's college fund, to estate planning and mortgage refinancing. Interactive calculations, dynamic graphs, and fully-customizable reports are just a few features provided with our calculators to support thorough financial planning and a sound decision-making process. Though not a substitute for advice and information provided by a qualified professional, our calculators offer a good starting point to a secure future.
| Mortgage Calculator | |
| • Use this calculator to view the total interest and total payment for a mortgage based on the loan amount, years of payments, and annual interest rate you enter. | |
| Mortgage Refinance Breakeven Calculator | |
| • Use this calculator to determine if you should refinance your mortgage and when you will break even. | |
| Retirement Income Planner | |
| • Use this calculator to evaluate your retirement income plan. | |
| Social Security Calculator | |
| • Estimate your Social Security benefits using the Social Security Administration's Quick Calculator. | |
| Taxation | |
| • Should I adjust my payroll withholdings? | |
| Loan/Credit | |
| • What would my loan payments be? • What is the impact of making extra debt payments? |
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| Insurance | |
| • How much life insurance do I need? • How much disability insurance do I need? |
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| Cash Flow | |
| • What is my projected cash flow? | |
Links
| Internal Revenue Service | |
| An online resource to find the latest in tax law | |
| Federal Department of Labor | |
| Resource for the current labor laws and workers' rights | |
| Wisconsin Department of Revenue | |
| Illinois Department of Employment Security | |
| Social Security Administration | |
| Small Business Administration | |
| Business resource available for small business research | |
| U.S. Treasury Department | |
| Get the latest government-issued press releases and other national budget/economy details | |
| SmallBusiness.com | |
| Guidance on business decisions for the small business | |