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Useful Links

We’ve provided you with a list of helpful links to help you find information that interests you. If there are other links you believe would be useful, email us to let us know. 

🗝️ Account Access & Planning Tools

  • Account View 2.0 - Account View 2.0 is a safe and secure way to view balances, review transactions, and see your financial progress with McKee Financial Resources Inc.
  • All Calculators -   Explore our full suite of calculators to help you plan your retirement, estimate taxes, manage debt, and more—all in one place.
  • CollegeChoice Advisor 529 Plan - Education savings information and account access.

📡 Market News & Data

🌐 Special Interest Links

📚 Additional Resources

🔒 Online Safety & Fraud Prevention


       Medicare Resources       

Navigating Medicare can feel complex, but these official resources make it easier to compare plans, check coverage, and get free help in your state.

  • Medicare.gov Plan Finder – Compare Medicare Advantage and Part D prescription drug plans. Enter your medications to see estimated costs in your area.

    👉 1-800-MEDICARE (1-800-633-4227) The official Medicare helpline for enrollment questions, coverage details, and help understanding your options.
    👉 https://www.medicare.gov/plan-compare

 SHIP (State Health Insurance Assistance Program)  – Free, personalized Medicare counseling from trained volunteers in your state.

    • 👉 https://www.shiphelp.org


Featured Content

Life and Death of a Twenty Dollar Bill

Life and Death of a Twenty Dollar Bill

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9 Facts About Retirement

Regardless of how you approach retirement, there are some things about it that might surprise you.
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Pullbacks, Corrections, and Bear Markets

Pullbacks, Corrections, and Bear Markets

When the market experiences volatility, it may be a good time to review these common terms.
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Because the content of newsgroups and websites changes constantly, it is impossible for us to review it all. Our firm cannot be responsible for the content of any of the above links.