Financial Tool Kit
Checklists, worksheets and calculators to provide sound advice and help manage your finances.

Calculators Checklists Worksheets Protect Yourself
Save For Any Reason Determine how much you need to save every month to reach your goal. Annual Financial Checkup Personal Contact Information ATM Safety
Save For College Determine how much you should save monthly to fund 4 years of college tuition. Basic Financial Planning Personal Balance Sheet Fraud Prevention
Fund Your IRA Determine how much you can contribute each month to your IRA depending on your age and when you start. Simplifying Finances Monthly Spending Fake Check Scams
Your Next Vacation Explore the pros and cons of saving for a vacation vs. paying for it with a credit card. Debt Management Important Information and Papers Free Credit Report
Evaluating Debt Consolidation Consider all factors associated with debt consolidation. Insurance Review Home Ownership Information

Quick Links
Electronic Check Conversion
Home Equity Evaluator
Your equity, the value of your home minus your existing mortgage, can serve as collateral for additional borrowing. 		Income Tax Planning Insurance Policy Information Quicken and QuickBooks Download Instructions
Reduce Your Car Payments
Determine how additional saving can reduce your payments. 		Annual Investment Review Inventory of Household Belongings Savings Bonds
Combining Mortgage and Home Equity Compare your current monthly mortgage and home equity payments with those from a new mortgage that combines the balances of your existing mortgage and home equity loans. Retirement Planning Federal Income Tax Internal Revenue Service
Evaluating Adjustable Rate Mortgages (ARMS)
Should you consider refinancing into a fixed rate or other type of mortgage?		 Estate Planning Retirement Plan Information  

 


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Calculators | Checklists | Worksheets