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Resources

Want to learn more about financial planning?

Explore our collection of videos, calculators, presentations,
and articles on the key topics below.

Financial Management

Cash flow, budgeting, and debt management make up the foundation for a healthy financial future. In order to build wealth, it’s crucial to first have a handle on day-to-day expenses, and a realistic plan for how they intersect with long-term goals.

What Is My Current Cash Flow?

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.
To Buy or Not to Buy

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.
Comparing Mortgage Terms

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Retirement Planning

Retirement is simply not the same as it used to be. Much of the responsibility for planning for retirement is now on individuals and families, rather than employers. With so many options, it’s important to have a thoughtful retirement plan that is based on your own unique situation, and also accounts for new ways of working.

The Pre-Retirement Checklist

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.
Investment Strategies for Retirement

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.
A Bucket Plan to Go with Your Bucket List

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

Investment Planning

Investment planning helps you maximize your money by investing it wisely, once all of the other financial building blocks are in place. We'll work together to continue to augment your portfolio based on your goals over time.

The Cycle of Investing

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.
Taxable vs. Tax-Deferred Savings

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.
5 Smart Investing Principles

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Education Planning

Education costs are rising—but having a plan in place can alleviate some of the anxiety that comes with planning to pay for college. There are many ways to make these costs more manageable, and different options for saving for education over time. 

Saving for College 101

Saving for College 101

Here’s a crash course on saving for college.
Saving for College

Saving for College

This calculator can help you estimate how much you should be saving for college.
Should You Tap Retirement Savings to Fund College?

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Estate Planning

Estate planning is not just about distributing assets, it’s about making sure your loved ones are cared for after your death. Estate planning involves managing, administering, and distributing financial assets and making sure your will and other legal documents are current, so that you and your loved ones can have peace of mind.

Principles of Preserving Wealth

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.
Safeguard Your Digital Estate

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?
Estate Management Checklist

Estate Management Checklist

Is your estate in order? This short quiz may help you assess your overall strategy.

Insurance Planning

Along with financial management, a sound financial plan involves having the right protections in place for unexpected emergencies. This means looking at insurance as part of your overall financial picture, evaluating potential risks, and determining the appropriate coverage you need in place to ensure financial well-being—even in worst-case scenarios.

Assess Your Life Insurance Needs

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Disability Income

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Tax Planning

Most financial decisions have tax implications, so it’s important to consider tax planning as an ongoing part of a comprehensive financial planning process. Tax laws are complex and frequently change, but incorporating taxes as part of the financial planning processes can help you more effectively plan for the future.

A Taxing Story: Capital Gains and Losses

A Taxing Story: Capital Gains and Losses

Understanding how capital gains are taxed may help you refine your investment strategies.
Budget Check Up: Tax Time Is the Right Time

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.
Home Mortgage Deduction

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.
Federal Income Tax

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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