Myers Capital Management

Refocusing Your Future

Refocusing Your Future

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    • Call or Send Email

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

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
  • Home Remodeling for Retired, Disabled, or Special Needs
  • 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

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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Send Me an Email

Schedule Introductory Meeting

The Myers Cap Post

  • Profits Improving But Likely Not Caught Up
  • Is Your Portfolio Ready For What’s Next?
  • Clark Capital Quarterly Economic and Market Review and Outlook
  • Disappointing December Jobs Report
  • Growth Accelerates In December
  • 2020 Overview and 2021 Expectations
  • Merry Christmas 2020!
  • Are You Really Diversified?
  • Will Other Stocks Catch Up to Tech?
  • Income & Spending: Where Do We Go From Here?
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Location & Office Hours

(215) 657-0300

Send Us an Email
 
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WARRANTIES & DISCLAIMERS :
There are no warranties implied.
Myers Capital Management (“RIA Firm”) is a registered investment adviser located in Abington. Myers Capital Management may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements Myers Capital Management ’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Myers Capital Management ’s web site on the Internet should not be construed by any consumer and/or prospective client as Myers Capital Management ’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Myers Capital Management 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. For information pertaining to the registration status of Myers Capital Management , please contact the state securities regulators for those states in which Myers Capital Management maintains a registration filing. A copy of Myers Capital Management ’s current written disclosure statement discussing Myers Capital Management’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from Myers Capital Management upon written request. Myers Capital Management does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Myers Capital Management’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.   This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice. Insurance products and services are offered and sold through Myers Capital Management and individually licensed and appointed insurance agents.   • Copyright Myers Capital Management
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