Resources

Your learning path to making better financial decisions begins with these financial planning resources. Bookmark this page and revisit often for new tools to empower and fine tune your financial planning acumen.

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Tax Related Resources

Important Tax Numbers for 2023

Where Should My Next Dollar Go?

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Blog

Read the blog for helpful articles on financial planning for your desired future.

Explore Articles

Risk: What Could Go Wrong (PDF)

Download this PDF and print friendly version of the blog post on Risk.

Get the PDF

Riskalyze

Nitrogen the makers of Riskalyze, have an online questionnaire to help you understand your investment risk tolerance and determine your present "risk number," your personal investing speed limit.

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Discover Your Risk Number

Retirement Contribution Checklists

Can I Contribute to My Roth IRA?

Can I Make a Deductible IRA Contribution?

Can I Make a Mega Backdoor Roth Contribution?

Life Events & Financial Planning Checklists

What Issues Should I Consider If I Get A Promotion Or Raise At Work?

What Issues Should I Consider When Purchasing A Life Insurance Policy?

What Issues Should I Consider When Purchasing Disability Insurance?

What Issues Should I Consider With-My Employer Provided Benefits?

Checklists