Resource Library
Free Financial Planning and Investment Resources
Courses & Webinars
(Coming 3Q 2025…) Free courses and webinars to deepen your financial knowledge and skills like our Retirement Planning Masterclass.
Guides
In-depth guides and ebooks on key financial topics like budgeting, investing, and retirement planning.
Templates & Spreadsheets
Downloadable templates and spreadsheets to manage your budget, track your net worth, and plan your finances.
Checklists & Worksheets
Actionable checklists and worksheets to track progress, stay organized, and achieve your goals.
Case Studies & Success Stories
Inspiring stories from real people who have achieved financial success and reached their goals.
Access our FREE resource library packed with guides, checklists, and more.
Free Resources Coming in 2015…
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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.
Emergency Fund Essentials:
A step by step guide to protecting your finances from life's unexpected events
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.
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.
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.
Real Estate Tax Toolkit:
Managing real estate taxes can be complex, but with the right strategies, you can maximize your savings and stay organized year-round.
Tax Strategies for High-Income Earners:
A guide to tax planning strategies for those with high incomes.
The Business Owner’s Tax Guide:
A guide to providing essential tax-saving tips tailored for business owners.
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.
Maximizing Tax Savings for Parents & Caregivers:
A Parent's Guide to Dependent Care & Tax Benefits
End of Year Financial Checklist:
A done-for-you list to make sure your finances are in order for the end of the year
Tax Credits for Education:
A guide to tax benefits available for education expenses