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.
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?
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.
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.
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.
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.
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.
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.
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.