Resources

Household Budget Worksheet


A good budget helps you reach your spending and savings goals. Work out a proposed household budget by inputting your sources of income and projected expenses into Kiplinger’s exclusive worksheet below. You can add and delete rows as necessary to reflect your personal finances. Return and repeat as you track your actual spending.

Access Budget Worksheet

Life Expectancy Calculator


The Living to 100 Life Expectancy Calculator uses the most current and carefully researched medical and scientific data in order to estimate how old you will live to be. Most people score in their late eighties… how about you?

Access Calculator

Online Social Security Calculators


www.SSA.gov has a variety of calculators to help you plan for the future. Which calculator you choose depends on what you are looking to do. You can access these useful planning tools right here.

Access Calculators

AARP Health Care Costs Calculator


The AARP Health Care Costs Calculator is an educational tool designed to estimate your health care costs in retirement. You can include your spouse too.

Access Calculator


Protecting Against Identity Theft


The Federal Trade Commission has put together very useful free booklets to help you learn how to protect your identity and recover in the event of an identity theft. Check them out.

Visit FTC Website


Your Personal Wealth Index Report


The Wealth Index is a customized report designed to help you make better financial decisions. It will help you position money in the context of every other dimension of your life, especially your family.

Get it Now


Discovering Your Retirement Kit


This document is a comprehensive guide that stresses the importance of retiring with peace of mind. Your goals and needs are essential to consider when preparing for the best years of your life! Download it now to get started.

Request Now


Getting Your Estate in Order


In this guide you will learn the many important topics to consider when discussing estate planning. Your goals, wishes and desires are all important factors that work in conjunction with your finances to help you leave the legacy you’ve always dreamed of.

Request Now


Social Security Maximization Report


Please take the time to fill out the maximization form and return it to us to learn the different ways Social Security can fit into your retirement. Please know that your information will not be shared and will remain confidential.

Request Now