Client Resources
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Client Resources
A financially educated client is the best kind of client. We work hard to make sure that our clients understand their specific needs and the solutions we create to address them. A large part of our job is education, not only on the theory of financial planning and the numbers of money but just as important, on the psychology of finance. On the next few pages, there are various resources we encourage you to use to build your financial knowledge.
Should you like more information on a given subject, please do not hesitate to contact us.
Financial Calculators
The information being provided is strictly as a courtesy. When you click on any of the links provided here. you are leaving this website and viewing information provided by a third party. We make no representation as to the completeness or accuracy of information provided by any third-party website.

Retirement
- How much will I need to save for retirement?
- Should I convert to a Roth IRA?
- What is my projected Required Minimum Distribution (RMD)?
- How much can I contribute to an IRA?
- Social Security Income Estimator
- How does inflation impact my retirement income needs?
- I'm self-employed; how much can I contribute to a retirement plan?
Insurance
- How much life insurance do I need?
- What is my life expectancy?
- What are my needs for burial and final expenses?
- How much disability income insurance do I need?
- What are the chances of becoming disabled?
- Which is better, a comprehensive plan or a high-deductible plan with HSA?
- Compare taxable investments to a tax-deferred investment
Loans
- How much home can I afford?
- Mortgage calculator
- Comparing mortgage terms (i.e., 15, 20, 30 year)
- Should I pay discount points for a lower interest rate
- How do closing costs impact the interest rate?
- Compare an interest-only vs. traditional mortgage
- How much can I borrow from my home equity (HELOC)
- Loan Comparison Calculator
- Balloon Mortgage Calculator
Market Commentary
Part of our mission is to educate our clients in financial literacy. In conjunction with some of our partners and sponsor companies, we have compiled a sample of investment and financial planning-related articles below.
- Bridging Generational Investment Goals (Russell)
- Talking Tariffs (Invesco)
- What is an Inverted Yield Curve Telling Investors (Columbia Threadneedle)
- Understanding Market Volatility (Fidelity)