Money & INvesting Resources
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Still working and looking for guidance about investing your 401(k)? This guide from the authors of Winning at Retirement will give you some pointers.
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A downloadable PDF you can use to record important information. This can be used to help create a family organizer: a binder that summarizes personal and financial information, which can be critical in guiding your loved ones if something happens to you.
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A simple worksheet you can use to add up monthly expenses.
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Offered by the U.S. Securities and Exchange Commission. This site offers a variety of tools including an IRA required distribution calculator, a mutual fund analyzer, a program to help calculate retirement income needs, and more.
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Financial aggregation software that pulls together your information from accounts at different providers, and can help you track spending for budgeting. They offer a variety of other services related to financial management.
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A financial aggregation service like Mint, they are similar with some differences in capability and focus. A notable aspect of Quicken is that it has tax preparation functions.
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A free online financial planning resource.
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A big selection of financial calculators of various kinds.
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Especially in light of the 2018 tax law changes, many workers found themselves over or under-withholding income taxes. The IRS provides a detailed calculator that can help individuals and couples determine the appropriate amount of withholding. This can be especially helpful for couples who file jointly but have very different income levels.
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Planning to sell your business to finance a comfortable retirement? Pat Foley, co-author of Winning at Retirement, penned this white paper on the subject of business exits.