Websites, calculators, and links to help you with financial planning.


Credit Reporting Company’s – Notification of Death


Experian Credit Report

Transunion Credit Report



Credit Cards – Find the right one

Credit Card Payoff Calculator

How to Build Credit

How To Get a Good Credit Score

Secured Credit Card Guide



The Ultimate College List Builder searches over 1,400 colleges.

The CollegeBuddy shows 48 majors with the jobs that they lead to, and the salaries for those jobs.

 College Graduation Probability Program

The CareerBuddy helps to show how a student’s competencies should be applied to an education and career track.

The College Admissions Probability provides you with the probability of being accepted to the colleges of your choice, and your expected family contribution.

The ETC College Rankings Index ranks colleges on their ability to improve the earnings and employability of their students.

College Business Plan will build a business plan with you, inclusive of the most relevant financial data.

High School Counselors College Planner addresses the needs of college bound students.

Search College Consultants provide information for preparing college applications, and identify ways to save money on tuition and fees.

2 Year College Calculator provides the salary outcomes from 2-year colleges.

529 Plan

American College Testing

College Board – Scholarship Search

Money Management Guide for College Students

Sallie Mae – Grants for College

Saving for College

College Savings Guide for Students and Parents

Transitioning from College to Career: A Guide for New Grads

 Student Savings Guide



IRA Minimum Distributions Table

IRA RMD Calculator

Living Wills, State-to-State

Probate Checklist

Social Security

Social Security Benefits Calculator

Social Security Claiming Calculator


Applicable Federal Rates

Asset Protection Laws, State-by-State

Bank Deals, Money Market Accounts, etc.

Charles Schwab Account Login

Charles Schwab Insights

Cost of Debt Calculator

Financial Calculators

Finviz – Financial Visualization

Interest Rates & Calculators

Market Watch

Millennial Trust – Custody Solutions

Monthly Budget Planner

Morning Star – Investment Research

Mortgage Refinance Calculator

National Advisors Trust

Roth IRA Converter Calendar Calculator

Savings Calculator

Spending Tracker

Trading Economics

Vanguard Group – Investment Advisor

Yahoo Finance



Dollars and Sense: How We Misthink Money and How to Spend Smarter

Happy Money: The Science of Happier Spending

Conscious Finance: Uncover Your Hidden Money Beliefs and Transform the Role of Money in Your Life

Mind Over Money: The Psychology of Money and How to Use It Better

Financial Recovery: Developing a Healthy Relationship with Money

Scarcity: Why Having Too Little Means So Much

Financial Planning 3.0: Evolving Our Relationships with Money

Willpower: Rediscovering the Greatest Human Strength

Pre-Suasion: A Revolutionary Way to Influence and Persuade

Smarter Faster Better: The Secrets of Being Productive

Switch: How to Change Things When Change is Hard

Facilitating Financial Health: Tools for Financial Planners, Coaches, and Therapists

The Small Big: Small Changes That Spark Big Influence

Instant Influence: How to Get Anyone to Do Anything

How to Give Financial Advice to Couples

Intentional Wealth: How Families Build Legacies of Stewardship and Financial Health

Money Harmony: A Road Map for Individuals and Couples

Predictably Irrational: The Hidden Forces that Shape Our Decisions

Payoff: The Hidden Logic That Shapes Our Motivation

Sudden Money: Managing a Financial Windfall

The Wisest One in the Room: How to Harness Psychology’s Most Powerful Insights

Decisive: How to Make Better Choices in Life and Work

Willful Blindness: Why We Ignore the Obvious at Our Peril

Thinking, Fast and Slow



Aging Services Directory

DocuBank – 24/7 access to your medical data

Elder Abuse Mandatory Reporting

Eldercare Locator

Geriatric Assessment Management & Solutions

Living to 100 – Life Expectancy Calculator

Medicare Calculator

Medical Alert Systems

Senior Housing Locator



Health Savings Accounts (HSAs)

HSA Allowable Expense Table

HSA Planning

Long-term Care Calculator

Marsh Insurance and Risk Management

ReliaQuote calculator helps estimate life insurance needs

QuickQuote Life Insurance Quotes



Artemis – Bermudan Reinsurance News

CoinMarketCap – Crytopcurrencies Market Cap Data

ETF Research Center

Interval Fund Tracker

Nareit – REIT Index Prices

RBC Richardson: Barr Domestic Petroleum Equities and Price Data



Arizona Community Foundation

Arizona Tax Credits

Council on Foundations – Community Foundation Locator

Foundation Source – Services for private foundations

GuideStar – Connecting donors and grant makers to non-profits

Schwab Charitable – Donor Advised Funds



IRS – Tax Calculator

Investment Tax Calculator

Tax Calculator

Tax Equivalent Yield Calculator

Understanding Form W-4

Understanding Form W-2



Best Ways to Get Out of Debt

Loan Repayment Calculator



Crunchbase – Venture Capital and Start-up Funding

US Debt Clock

United State House of Representatives Directory

WolframAlpha Unit Conversion Tool

The Versant Voice