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Finance Fundamentals 101

Finance Fundamentals 101

We believe that having the knowledge to act is a vital step. In our opinion, financial matters are not talked enough about in schools, so individuals are solely responsible for educating themselves and making the right decisions. Our goal is to help you on that journey and provide material for you to learn and grow in this area. Our ultimate goal is to develop some sort of grade school/high school curriculum to aid in the financial education of our young people. We're available to answer questions, so please don't be shy and reach out if you need help!

Below, you'll find several links to articles - these pieces we feel are solid foundational topics for one's financial education.

Finance Basics
The Five Basics of Financial Literacy
The Financial Literacy Crisis
Building a Solid Financial Foundation
Pay Yourself First
Your Emergency Fund: How Much Is Enough?
Stop Wasting Money
Keeping Good Records is Good Business

How Income Taxes Work
What Do Your Taxes Pay For
How to Make the Tax Code Work for You

Assess Life Insurance Needs
Term vs Permanent Life Insurance
Keep Your Umbrella Handy 
The ABCs of Auto Insurance
Understanding Homeowners Insurance
An Overview of Renters Insurance
A Brief Guide to Condo Insurance
Protection Against Uninsured Drivers
Inventorying Your Possessions
Does Your Credit Score Affect Your Insurance Rates
How Insurance Deductibles Work
Life Insurance Myths Debunked

A Look at Diversification
Inflation and Your Money
How The Federal Reserve Works
Asset Allocation
How Stocks Work
A Taxing Story: Capital Gains and Losses
Don't Be Your Own Worst Enemy
Four Really Good Reasons to Invest
How Financial Professional Are Compensated
Diversification Patience and Consistency
Key Money Moments: 4 Times You Should Talk to a Pro

The Cost of Procrastination
Where Will Your Retirement Money Come From
Women and Financial Strategies
Money That Buys Good Health
Eight Mistakes That Can Upend Your Retirement
Retirement Traps to Avoid
Saving Early, Letting Time Work for You
FIRE Retirement

Four Reasons Millennials Need an Estate Strategy


Federal income tax

Federal income tax calculator.

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Paying off a credit card

.Paying off your credit card debt, factoring interest rates and payments.

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How Compound interest works

Use this calculator to illustrate the potential impact of compound interest on the future value of an asset.

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Inflation & Retirement

This calculator is designed to help you estimate how much more income you may need at retirement to keep your same standard of living that you have today.

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Saving for retirement

This pre-retirement calculator is designed help you assess how well you have prepared and what you can do to potentially improve your retirement outlook.

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Should i pay off debt or invest?

Use this calculator to help analyze a hypothetical situation.

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How Much Home Can I afford?

Use this calculator to help estimate how much of a mortgage you may be able to obtain.

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