Resources/Tools

AARP

Click here to go to the AARP informational articles and interactive tools. 

SOCIAL SECURITY ADMINISTRATION

Click here to visit the official social security website.

MEDICARE

Click here to visit the official Medicare website.

LONGTERM CARE

Click here for more information about longterm care sponsored by the U.S. Department of Health and Human Services.

IRS

Click here to go to the official Internal Revenue Service site.

DINKYTOWN 

Click here for a variety of financial calculators and tools.

RETIREMENT PLANNING CALCULATOR

Click here to learn more about how much you need to retire.

PSCA

Click here for information about the Profit Sharing Council of America (which has retirement planning and calculation tools).

MONEY CHIMP

Click here for more about Investing 101.

PREPARING FOR EMERGENCIES

A printable brochure to record and keep all of your important information in one place.

preparing for emergencies picture

KEY FINANCIAL DATA 2018 

key financial data pictureFind important tax information for 2018. This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.

Age 65 +

Information and resources for individuals 65+.

Pre-retirement

Information to help you prepare for retirement.