Myers Capital Management

Refocusing Your Future

Refocusing Your Future

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    • Helpful Websites
    • Financial Calculators
  • Office

Helpful Websites

Listed below are links to web sites that may be of interest to you. Feel free to visit these web sites.

Government Offices

  • Taxes: www.irs.gov
  • Social Security: ssa.gov
  • Medicare: medicare.gov
  • Federal Reserve: federalreserve.gov
  • Bureau of Labor Statistics: bls.gov

Professional Services

  • George Priestley, Esq. – George is an attorney who specializes in estate planning. He has helped a number of our clients set up documents so their distribution wishes are carried out and taxes are minimized.
  • Quo Vadis Consulting LLC – Whether you are a student considering college and career direction, or a mid-career adult feeling bored or frustrated, Quo Vadis invites you to discover your natural, hard-wired abilities. In your work, we want to help you sail with the wind, not against it.
  • Michael Pfau: Crossways Life Coaching – As a life coach, Mike helps people get out of the rat race and find their true purpose in life, the thing that excites, motivates and brings the most fulfillment.
  • Trinity Debt Management – Debt Consolodation and Counseling Services
  • Christian Debt Services – Debt Consolodation and Counseling Services

College Resources

  • Petersons Educational Portal
  • Finaid.org Financial Aid Site
  • Smart Scholar Scholarship Finder
  • Academic Scholarships: Everything You Need to Know and Do
  • How to Stand Out in Your College Application
  • How to Apply for College: What to Do and When
  • College Search, Including By Financial Aid

Retirement and Elder Services

  • Medicare Supplemental Insurance – Contact Joe DiNardo or Joe Covell at Direct Benefit Advisors, a division of Custom Benefit Plans in Willow Grove, PA.  Based on your medical situation and prescriptions used, they can help you evaluate which Medicare supplement and Part D plans are appropriate from a variety of different plans from top companies in your area.  Be sure to say Paul Myers referred you!
  • Reverse Mortgages
  • Positive Aging Sourcebook
  • Business Ideas For Retirees
  • New Lifestyles – A resource in senior living, care, and services
  • National Council for Aging Care
  • National Academy of Elder Care Attorneys
  • Making the Move to Assisting Living
  • Resources for Aging in Place
  • How to Make & Pay for Home Modifications to Enable Aging in Place
  • Guide to Senior Nutrition
  • Veterans Benefits for Seniors
  • Legal Planning for Alzheimer’s and Dementia
  • Your Medicare Coverage Choices
  • Medicare.gov User Guide
  • Understanding Medicare
  • What Medicare Doesn’t Cover
  • Medicaid Long Term Care Guide
  • What Is Medicaid Spousal Impoverishment Protection?

  • State Specific Medicaid Eligibility Requirements

Financial News

  • The Wall Street Journal: online.wsj.com/home-page
  • Morningstar: morningstar.com
  • Yahoo! Finance: finance.yahoo.com

Consumer Information

  • Id Theft: ftc.gov/bcp/edu/microsites/idtheft/
  • Credit Reports: annualcreditreport.com/cra/index.jsp
  • Do not call list: donotcall.gov
  • Junk Mail Opt out: dmachoice.org
  • Junk Email Opt out: www.ims-dm.com/cgi/optoutemps.php
  • Opt out Credit Offers: optoutprescreen.com

Investor Information

  • Securities and Exchange Commission: sec.gov
  • Investor Information: Investor.gov
  • Company Info: sec.gov/edgar.shtml

Miscellaneous

  • Fix Social Security Game – You can determine what changes should be made to keep Social Security solvent.
  • Savings Bonds
  • Social Security Disability Benefits Guide

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Schedule Introductory Meeting

The Myers Cap Post

  • Inflation Lowest Since 2021
  • Fed Keeps Rates The Same
  • Stay the Course
  • History of Bull & Bear Markets
  • Markets & Tariffs: The Bottom Line!
  • Economy Contracts In The First Quarter
  • Clark Capital Quarterly Economic and Market Review and Outlook
  • Stay Focused And Disciplined In The Chaos
  • Inflation Lowers In March But Tariff Worries Remain
  • Gold: Safe Haven or Risky Glimmer?
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Location & Office Hours

(215) 657-0300

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WARRANTIES & DISCLAIMERS :
There are no warranties implied.
Myers Capital Management, Inc. (“MCMI”) is a registered investment adviser located in Abington, PA. MCMI’s website is limited to disseminating general information about its advisory services and access to additional investment-related information, publications, and links. Accordingly, the publication of MCMI’s website on the Internet should not be construed by any consumer or prospective client as MCMI’s general solicitation to effect or attempt to effect transactions in securities or the rendering of personalized investment advice for compensation. We do not collect personally identifiable information about you when you visit our website unless you voluntarily provide it by sending us an email or other electronic communication(s). If you choose to share with us personal information, we will retain it in our electronic communications archive. Any subsequent, direct communication by MCMI 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. MCMI does not take any responsibility, representations, or warranties regarding the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, including website links. All such information is provided solely for convenience, guidance, and informational purposes only, and all users should be guided accordingly. Investments involve risk and, unless otherwise stated, are not guaranteed. This website and information are not intended to provide investment, tax, or legal advice and no warranties are implied. Before implementing any strategy, consult with a qualified financial adviser and/or tax professional. Insurance products and services are offered and sold through Myers Capital Management, Inc., and individually licensed and appointed insurance agents. For information about MCMI, please refer to the SEC’s investment adviser public information website at www.adviserinfo.sec.gov or upon written request from Myers Capital Management, Inc. No product or service is offered or will be sold in any jurisdiction in which such offer or solicitation, purchase, or sale would be unlawful under the securities laws of such jurisdiction. This web site is intended to be made available only to individuals in the United States, and the information on the web site is only for such persons. • Copyright Myers Capital Management, Inc.
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