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 BasicsThe Five Basics of Financial LiteracyThe Financial Literacy CrisisBuilding a Solid Financial FoundationPay Yourself FirstYour Emergency Fund: How Much Is Enough?Stop Wasting MoneyKeeping Good Records is Good Business
TaxesHow Income Taxes WorkWhat Do Your Taxes Pay ForHow to Make the Tax Code Work for You
InsuranceAssess Life Insurance NeedsTerm vs Permanent Life InsuranceKeep Your Umbrella Handy The ABCs of Auto InsuranceUnderstanding Homeowners InsuranceAn Overview of Renters InsuranceA Brief Guide to Condo InsuranceProtection Against Uninsured DriversInventorying Your PossessionsDoes Your Credit Score Affect Your Insurance RatesHow Insurance Deductibles WorkLife Insurance Myths Debunked
InvestingA Look at DiversificationInflation and Your MoneyHow The Federal Reserve WorksAsset AllocationHow Stocks WorkA Taxing Story: Capital Gains and LossesDon't Be Your Own Worst EnemyFour Really Good Reasons to InvestHow Financial Professional Are CompensatedDiversification Patience and ConsistencyKey Money Moments: 4 Times You Should Talk to a Pro
RetirementThe Cost of ProcrastinationWhere Will Your Retirement Money Come FromWomen and Financial StrategiesMoney That Buys Good HealthEight Mistakes That Can Upend Your RetirementRetirement Traps to AvoidSaving Early, Letting Time Work for YouFIRE Retirement
EstateFour Reasons Millennials Need an Estate Strategy
Federal income tax calculator.
.Paying off your credit card debt, factoring interest rates and payments.
Use this calculator to illustrate the potential impact of compound interest on the future value of an asset.
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.
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.
Use this calculator to help analyze a hypothetical situation.
Use this calculator to help estimate how much of a mortgage you may be able to obtain.