Resources

Resources

Resources

Use these excellent financial planning resources to help you get a tighter grip on your overall financial situation.  Links to resources such as calculators for investments, retirement and social security information can provide clarity for your specific situation.

Investment Calculator

Dave Ramsey’s calculator allows you to estimate how much you will make on an investment, and also shows you what happens to your investment power if you give up items like coffee or restaurants.  http://daveramsey.com/article/investing-calculator/lifeandmoney_investing/#/entry_form

Retirement Calculator

AARP has a retirement calculator that helps you determine if you are saving enough.  http://aarp.org/work/retirement-planning/retirement_calculator.html

Social Security Benefit Estimator

You can access your personal data online to see what your estimated benefit would be based on your past work history data.  There are also several calculators for estimating retirement age, life expectancy and more.  http://ssa.gov/planners/benefitcalculators.htm#ht=1

Financial Portfolio Online Tool

Fidelity has online financial planning resources including a tool to help you sort through your accounts and help determine what makes sense for you.  fidelity.com/calculators-tools/portfolio-review

FTC Scam Alerts & Consumer Protection Information

The Federal Trade Commission (FTC) has a site that has extensive information regarding scams, identity theft and other types of fraud.  ftc.gov

Investment Definitions

Check out Investopedia, a site previously owned by Forbes, for investment related definitions.  investopedia.com 


Let us know if you have a favorite resource so that we can add it to the list.

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