Guides & Checklists
Retirement Planning Calculator: An interactive tool that helps parents estimate their retirement needs and how much they need to save.
College Savings Guide: A comprehensive guide to saving for college, including information on 529 plans, financial aid, and scholarships.
Estate Planning Checklist: A checklist of essential estate planning documents, such as wills, trusts, and powers of attorney.
Investing for Beginners: A beginner's guide to investing, covering topics such as asset allocation, diversification, and risk management.
Budgeting Worksheet: A simple worksheet to help parents track their income and expenses.
Debt Management Guide: A guide to managing debt, including strategies for paying down debt and avoiding common debt traps.
Insurance Needs Analysis: A guide to help parents determine their insurance needs, such as life, health, and disability insurance.
Rent vs. Buying: A spreadsheet that helps you decide what is best: Rent vs. Buying.
Financial Goal Setting Workbook: A workbook to help families set and achieve their financial goals.
Tax Deductions for Homeowners: A guide to tax deductions available to homeowners, including home office expenses.
Tax Checklist for Small Business Owners: Potential tax deductions and credits for small business owners.
Tax Strategies for High-Income Earners: A guide to tax planning strategies for those with high incomes.
Year-Round Tax Planning Guide: A monthly checklist to help taxpayers stay on top of their taxes throughout the year, minimizing surprises at tax time.
Capital Gains Tax Minimization Guide: Strategies to reduce taxes on investment gains, including holding periods, tax-advantaged accounts, and charitable donations.
Tax Credits for Education: A guide to tax benefits available for education expenses
Retirement Plan : A quick reference guide to contribution limits and deadlines for various retirement plans, such as 401(k)s, IRAs, and HSAs.
Tax Implications of Divorce: A guide to the tax implications of divorce, including alimony, child support, and property division.
NY Tax Guide: A guide tailored to the tax laws and regulations of New York, providing relevant information for local residents.