Tools

Calculators – Not sure where to start? Use the “Financial Snapshot” link below.

[dropshadowbox align=”none” effect=”lifted-both” width=”400px” height=”” background_color=”#ffffff” border_width=”1″ border_color=”#dddddd” ]Asset Allocation Tool[/dropshadowbox] [dropshadowbox align=”none” effect=”lifted-both” width=”400px” height=”” background_color=”#ffffff” border_width=”1″ border_color=”#dddddd” ]Bond Yield-to-Maturity Calculator[/dropshadowbox]
[dropshadowbox align=”none” effect=”lifted-both” width=”400px” height=”” background_color=”#ffffff” border_width=”1″ border_color=”#dddddd” ]Cost of Mutual Fund[/dropshadowbox] [dropshadowbox align=”none” effect=”lifted-both” width=”400px” height=”” background_color=”#ffffff” border_width=”1″ border_color=”#dddddd” ]Debt Planning[/dropshadowbox]
[dropshadowbox align=”none” effect=”lifted-both” width=”400px” height=”” background_color=”#ffffff” border_width=”1″ border_color=”#dddddd” ]FINRA BrokerCheck®[/dropshadowbox] [dropshadowbox align=”none” effect=”lifted-both” width=”400px” height=”” background_color=”#ffffff” border_width=”1″ border_color=”#dddddd” ]Household Budget (Excel Download)[/dropshadowbox]
[dropshadowbox align=”none” effect=”lifted-both” width=”400px” height=”” background_color=”#ffffff” border_width=”1″ border_color=”#dddddd” ]Lunch Savings[/dropshadowbox] [dropshadowbox align=”none” effect=”lifted-both” width=”400px” height=”” background_color=”#ffffff” border_width=”1″ border_color=”#dddddd” ]Mortgage Payoff Calculator[/dropshadowbox]
[dropshadowbox align=”none” effect=”lifted-both” width=”400px” height=”” background_color=”#ffffff” border_width=”1″ border_color=”#dddddd” ]Net Worth (Assets/Liabilities) (Excel Download)[/dropshadowbox] [dropshadowbox align=”none” effect=”lifted-both” width=”400px” height=”” background_color=”#ffffff” border_width=”1″ border_color=”#dddddd” ]Professional Designations[/dropshadowbox]
[dropshadowbox align=”none” effect=”lifted-both” width=”400px” height=”” background_color=”#ffffff” border_width=”1″ border_color=”#dddddd” ]Risk Tolerance[/dropshadowbox] [dropshadowbox align=”none” effect=”lifted-both” width=”400px” height=”” background_color=”#ffffff” border_width=”1″ border_color=”#dddddd” ]Roth vs. Traditional IRA[/dropshadowbox]
[dropshadowbox align=”none” effect=”lifted-both” width=”400px” height=”” background_color=”#ffffff” border_width=”1″ border_color=”#dddddd” ]Financial Snapshot[/dropshadowbox] [dropshadowbox align=”none” effect=”lifted-both” width=”400px” height=”” background_color=”#ffffff” border_width=”1″ border_color=”#dddddd” ]Social Security Benefits[/dropshadowbox]
[dropshadowbox align=”none” effect=”lifted-both” width=”400px” height=”” background_color=”#ffffff” border_width=”1″ border_color=”#dddddd” ]STRATegic Goals[/dropshadowbox] [dropshadowbox align=”none” effect=”lifted-both” width=”400px” height=”” background_color=”#ffffff” border_width=”1″ border_color=”#dddddd” ]401(k) Savings Calculator[/dropshadowbox]

 

Other Useful Resources

[dropshadowbox align=”none” effect=”lifted-both” width=”400px” height=”” background_color=”#ffffff” border_width=”1″ border_color=”#dddddd” ]Stock Quotes & Research[/dropshadowbox] [dropshadowbox align=”none” effect=”lifted-both” width=”400px” height=”” background_color=”#ffffff” border_width=”1″ border_color=”#dddddd” ]Mutual Fund Information[/dropshadowbox]
[dropshadowbox align=”none” effect=”lifted-both” width=”400px” height=”” background_color=”#ffffff” border_width=”1″ border_color=”#dddddd” ]Virtual Stock Market Game[/dropshadowbox] [dropshadowbox align=”none” effect=”lifted-both” width=”400px” height=”” background_color=”#ffffff” border_width=”1″ border_color=”#dddddd” ]Overconfidence Test[/dropshadowbox]

 


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