Links

Mortgage Calculator – An excellent, easy-to-use home mortgage calculator.

SSA Benefits Calculators – An excellent suite of benefits calculators provided by the SSA.

Who’s Your Fiduciary? – A helpful primer on the differences between two of the most popular financial advisory licenses.

Downloads

Budget Worksheet –  A simple, easy-to-use worksheet for budgeting daily expenses.

Holiday Budget Worksheet – A specialized worksheet for budgeting around the holidays.

Tax Cuts and Jobs Act Comparison – A handy reference on recent changes to the tax code.

Nickel Challenge Worksheet – A fun 365 day challenge displaying the power of budgeting.