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Financial Resources

Useful Financial Resources

  • New Client Financial Overview Template (request access)

    • A financial overview template for all new and potential clients. Please request access.

  • Household Expense Tracker (request access)

    • Expense tracking worksheet to keep track of your daily spending. For new and current clients. Please request access.

  • CPI Inflation Calculator

    • Inflation calculator from the U.S. Bureau of Labor Statistics

  • Compound Interest Calculator

    • Calculator to compute compound interest from the U.S. Securities and Exchange Commission

  • Annual Credit Report

    • Official website to get credit reports

  • Minimum Payment Calculator

    • How long it will take you to pay off your debt with only the minimum payment, and how much interest you will end up paying.

  • S&P 500 Historical Return Calculator

    • Calculate historic returns of the S&P500 going back to 1871.

  • Fraud Reporting

    • Report financial fraud directly to the Federal Trade Commission.

  • Broker Background Check

    • Check up on your broker with data from the Securities and Exchange Commission.

  • BrokerCheck

    • Another way to check up on your broker, run by FINRA

    “To contract new debts is not the way to pay old ones.”

    Author image George Washington First president of the United States

    “A bank is a place that will lend you money if you can prove that you don't need it.”

    Author image Bob Hope American entertainer

    “The stock market is a device to transfer money from the impatient to the patient.”

    Author image Warren Buffet Owner, Berkshire Hathaway

    “Investing should be dull. It shouldn't be exciting. Investing should be more like watching paint dry or watching grass grow. If you want excitement, take $800 and go to Las Vegas.”

    Author image Paul Samuelson Economist