| Currency | Stock Quotes | Mutual Funds | U.S. Savings Bonds | Retirement Planning | Investing Primer | Dow Jones | Company Research | Patents | Taxes | Unclaimed Property | Credit Cards / Rates / Bureaus |
Taxes: | Federal | State |
  • IRS Home Page | El IRS en Espanol |
  • Free File | About Free File |
  • Interactive Tax Assistant (IRS) | [IN PERSON] Free Tax Return Preparation for Qualifying Taxpayers | What to Bring to Your [FREE IN PERSON] Local VITA or TCE Site |
  • IRS Taxpayer Assistance Centers [NOTE: Appointment required.]
  • Direct File (IRS)
    In 2024, we’re launching a Direct File pilot. If you are eligible and choose to participate in the pilot, you can electronically file your 2023 federal tax return for free directly with the IRS.

    This free tax service [is] in English and Spanish....

    We're starting small to get it right. At first, the Direct File pilot will only be open to a small group of taxpayers, then we will open the Direct File pilot to more people later in the filing season to file their 2023 tax returns.

  • Economic Impact Payments (aka COVID stimulus checks)
  • AARP Tax-Aide Program
    State
  • State Tax Forms & Filing Options (Federation of Tax Administrators)

    Stocks/Investing/Company Research

    Stock Quotes

  • Historical Quotes (Market Watch)
  • EDGAR | OVERVIEW: EDGAR Next Proposing Beta (EDGAR video on YouTube) |
  • New York Stock Exchange | NASDAQ |
  • CNN Business: Markets

    Mutual Funds

  • Morningstar.com | Morningstar (Database via Public Library) | Value Line (Database via Public Library) |
  • Mutual Funds Center (Forbes)
  • Investor Education Center (IMEA)

    U.S. Savings Bonds

    Retirement Planning

  • Retirement Planning Guide
  • Planning for Retirement (AARP)
  • Top 10 Ways To Prepare For Retirement (U.S. DOL)
  • Roth IRA (Investopedia) | Roth IRA (IRS) |
  • 401(k) Plans: The Complete Guide (Investopedia) | 401(k) Plans (IRS) |

    Investing Primer

  • Prime Rate (Investopedia)
  • Bankrate.com (latest rates for credit cards, CDs, mortgage loans, etc.)
  • Why Financial Literacy Is So Important (Investopedia)
  • How to Research Stocks Without Analysis Paralysis | What's the Cheapest Way to Research and Buy Stock? (both Investopedia) |
  • Investing on Your Own (Investor.gov [SEC]) | Online Trading (SEC) |
  • (See also Financial Literacy)
  • Dow 30 (Investopedia)
  • DJIA 101: How Does the Dow Jones Work? (Investopedia)
  • S&P 500 Index (Investopedia)
  • The Complete Guide to Choosing an Online Stock Broker (Investopedia)
  • 10 Steps to Becoming a Day Trader (Investopedia)

    Company Research

  • Chronicle 100: Houston's Leading Companies (Houston Chronicle on top public & private companies)[Note: Only available on HoustonChronicle.com - the premium pay site. Need subscription to sign in.]
  • Fortune 500 (Need subscription)
  • Houston Business Journal (Need subscription)
  • Ticker Symbol Lookup
  • How to Analyze a Company's Financial Position (Investopedia)
  • See also Company Reports in Morningstar and Value Line [above]
  • Investing: An Introduction | Investing Essentials (both Investopedia) |
  • Bloomberg Businessweek | Forbes | Inc. | Money | Kiplinger |

    Currency

    (See also Financial Literacy )
  • U.S. Mint | Bureau of Engraving |
  • Know Your Money
  • BankNotes.com (World Paper Money online)
  • XE Currency Converter | Inflation Calculator (aka What's A Dollar Worth?) |
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    Perpetual Beta
    Last Modified: 1/18/2023 AND 1/11/2024 and 7/28/2024