RESOURCES

A curated collection of trusted tools, educational links, and regulatory references to support your financial decision-making.

Federal Reserve Economic Data (FRED)
Economic charts, interest rates, inflation data.
https://fred.stlouisfed.org/

Bureau of Labor Statistics
Employment, CPI, wage and productivity reports.
https://www.bls.gov/

Bureau of Economic Analysis (BEA)
GDP, consumer spending, corporate profits.
https://www.bea.gov/

Conference Board
Consumer Confidence Index and leading indicators.
https://www.conference-board.org/

SEC Investor.gov
Investor basics, fraud protection, retirement planning.
https://www.investor.gov/

FINRA Investor Education Center
Investor alerts, risk education, brokerage guidance.
https://www.finra.org/investors

CFP Board Consumer Resources
Financial planning education and best-practice tools.
• https://www.cfp.net/knowledge/library

Social Security Administration (SSA)
Benefits estimator, claiming strategies.
https://www.ssa.gov/

Medicare.gov
Enrollment information and plan comparisons.
https://www.medicare.gov/

IRS Retirement Contribution Limits
Annual IRA/401(k) limits and rules.
https://www.irs.gov/retirement-plans

IRS Forms & Publications
Tax brackets, forms, deductions, and credits.
https://www.irs.gov/forms-instructions

IRS Withholding Estimator
Check or update withholding for tax planning.
https://www.irs.gov/individuals/tax-withholding-estimator

IRA Rules (Pub. 590-A/B)
Contributions and distribution requirements.
https://www.irs.gov/publications/p590a
https://www.irs.gov/publications/p590b

Estate & Legal

IRS Estate & Gift Tax
Exemptions, gift limits, and requirements.
https://www.irs.gov/businesses/small-businesses-self-employed/estate-and-gift-taxes

Florida Division of Corporations
Entity records, filings, and trust information.
https://dos.myflorida.com/sunbiz/

North Carolina Secretary of State
Entity and business filings (for NC clients).
https://www.sosnc.gov/

FTC Identity Theft Center
Protection, reporting, and recovery.
https://www.identitytheft.gov/

IRS Identity Protection
PIN program and fraud alerts.
• https://www.irs.gov/identity-theft-fraud-scams

FINRA Cybersecurity Alerts
Scam warnings and cybersecurity guidance.
• https://www.finra.org/investors/alerts

SEC Investment Adviser Public Disclosure (IAPD)
Look up firms and advisor registrations.
https://adviserinfo.sec.gov/

FINRA BrokerCheck
Broker histories and registrations.
https://brokercheck.finra.org/

SIPC
Information on account protection rules.
https://www.sipc.org/

Educational Guides
• Understanding Asset Allocation
• What Is a Fiduciary?
• Tax-Loss Harvesting Basics

Stark Financial Advisers, Inc.
Registered Investment Adviser
Headquarters: Okeechobee, Florida
Regional Offices: Lake Worth Beach, FL | Charlotte, NC | Stanfield, NC

Custodians: Pershing LLC and Charles Schwab

Forms ADV Part 2A and CRS are available for download or by request.

Stark Financial Advisers, Inc. is a Registered Investment Adviser regulated by the State of Florida Office of Financial Regulation. Registration as an investment adviser does not imply a certain level of skill or training.