Resources

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Video Library

Take a look through my video library.

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.

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Lifespan Calculator

The Lifespan 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.

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Vanguard Health Care Costs Calculator

The Vanguard 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.

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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.

Lasso Healthcare MSA

Looking for something similar to an HSA in Medicare Advantage? Try the MSA! Lasso Healthcare deposits $2,000 or $3,000 into your medical savings account. You decide how to spend, save, or invest the funds.

Ready To Start?

Get one step ahead of the wealth preservation game by getting in touch with us today for more information, and to get started.