Financial resources

Financial planning resources for informed decisions.

Education makes planning conversations more productive. These links point to government agencies and investor-education organizations.

Investor.gov · SEC

Annuities

Overview of fixed, fixed indexed, registered index-linked and variable annuities.

Visit Investor.gov
FINRA

Annuity education

Investor guidance on annuity features, fees, risks and questions to ask.

Visit FINRA
IRS

401(k) & IRA rollovers

Official rules for direct rollovers, transfers and 60-day rollovers.

Visit IRS.gov
Social Security

Retirement benefits

Estimate benefits, review claiming information and access your Social Security account.

Visit SSA.gov
Medicare

Medicare coverage

Official information about enrollment, plan options, coverage and costs.

Visit Medicare.gov
FINRA

BrokerCheck

Research registration history and background information for financial professionals and firms.

Open BrokerCheck
Cetera

Important disclosures & Form CRS

Regulatory disclosures and relationship-summary information for Cetera Advisors LLC.

View disclosures

Research is useful. Applying it to your situation is the next step.

Bring your retirement, investment, 401(k) or annuity questions to a conversation with P. Mark Deimling in Orland Park. Start with an overview of Deimling Consulting’s financial planning services.

Contact Mark