NY Times Why Is Everyone Buying Gold?

Baird March 2020 How COVID 19 Impacts Financial Planning

Baird March 2020 Financial Planning in a Volatile Market

Charles SCHWAB April 02, 2020  Can You Forgo Taking RMDs in 2020?

Forbes January 21, 2020 Here’s How Much The Average American Needs To Replace Their Income In Retirement

Kiplinger September 4, 2019 Deduct Expenses for Long-Term Care on Your Tax Return

ThinkAdvisor September 11, 2019 2 Tax-Smart Charitable Giving Strategies for the New Tax Era

Financial Advisor September 5, 2019 Sorting Out Financial Wreckage When A Breadwinner Suddenly Dies

Adler Pollock & Sheehan August 2, 2019 Insight on Estate Planning – August/September 2019: Protect your will from legal challenges

Kiplinger September 10, 2019 To Gift or Not to Gift

US News & World Report September 16, 2019 The High Cost of Long-Term Care Insurance (and What to Use Instead)

Kiplinger September 29, 2019 Pushing the FDIC $250,000 Limit

AP News March 27, 2019 Finding your lost retirement money

CNBC June 18, 2019 New federal tax rules create advantage for real estate investment trusts

CNBC April 10, 2019 Pulling heartstrings and purse strings: Grandparents spend $179 billion annually on their grandkids

February 24, 2019 Financial advisors take extra steps to protect elder clients from fraud or abuse

CNBC March 6, 2019 These surprising spending truths could upend your retirement

TheStreet January 6, 2019 How Long Should You Keep Your Tax Records?

TheStreet February 19, 2019 Money Really Can Buy You Happiness — If You Know How to Spend it

Time November 30, 2018 Investing Legend Jack Bogle Says There’s a Big Problem With Index Funds

The Motley Fool January 14, 2019 Want a Way Better Life in Retirement? Stay at Your Job an Extra Six Months

IRS.Gov November 1, 2018 401(k) contribution limit increases to $19,000 for 2019; IRA limit increases to $6,000

MarketWatch November 14, 2018 The Democrats took the House, and here’s what that means for your retirement

CNBC October 5, 2018: Why retirees’ tax rates may be higher than they expect

Smart Asset July 16, 2018: The Top Ten Robo-Advisors


  • The Foley Hillsley Guide to 401(k) Investing

    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.

    Click to open
  • Personal Resource Guide

    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.

    Click to open
  • Living Expense Worksheet

    A simple worksheet you can use to add up monthly expenses.

    Click to open

    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.

    Visit the site

    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.

    Visit the site
  • Quicken

    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.

    Visit the site
  • Firecalc

    A free online financial planning resource.

    Visit the Site
  • Financial Calculators

    A big selection of financial calculators of various kinds.

    Visit the Site
  • IRS Withholding Calculator

    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.

    Visit the Site
  • Exit: Should You Sell Your Business? How? And Then What?

    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.

    Click to open