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  PFM Tools & Resources  
 

Analytic Tools

   
 Calculators
 

Fixed Income Funds

 

 Fiduciary Analytics

   

 Immediate Annuity Calculator

   Vanguard CD and Bond Rates from Vanguard  
 Yahoo! Finance      Income Tax Estimator by Tax-Rates.org   BulletShare ETF Bond Ladder from Guggenheim  

 Instant X-Ray by Morningstar

    1040 Estimated Tax Calculator by Dinkytown   Track Fund Distributions from CapGainsValet  

 S&P 500 Return Calculator

    TermInsurance4Sale.com  

Equity Funds

 
          from Yahoo Finance  
 Vanguard Advisor Tools
    Monte Carlo Simulation from Vanguard   Historical Prices from Yahoo Finance  

 Vanguard Advisor Tools

    Capital Gains Tax Calculator from MoneyChimp.com   VG Index Funds from Vanguard  

 Vanguard Advisor Tools-Vers 2

    Financial Calculators from FinCalc.com      

 Vanguard Strategic Model Portfolios

  Income Tax Estimator by State from Tax-Rates.org  

 Open Vanguard Account

     
       

 Various Websites    

 Computer-Related

 Tax-Related

 Privacy Tools
Medicare Website  Internet Speed Test-Verizon  Fed. Tax Backets (2000-Current)  OptOutPrescreen.com
My Social Security Admin. Social Security Office Locator  Internet Speed Test-Speakeasy  Required Min. Distrib. Table (RMD)  National Do Not Call Registry
Retirement Estimator - SSA  Download Belarc Advisor  Single Life Expectancy Table  National Do Not Mail List
 HCPOAs, Living Wills-FindLaw      Free Annual Credit Report
 Investment Advisor Public Disclosure (ADV) Search   Estate & Inheritance Taxes by State from Nolo  
 FINRA BrokerCheck  BillGuard.com Order Free Tax Return Transcript from IRS  Fraud Alert to Experian - Online
Philadelphia Register of Wills  TermInsurance4Sale.com    
File a Change of Address at USPS.com   Box 7 Codes on 1099-R  
 RoutingCheck.com   Find An AARP Tax-Aide Site Near You! or call 1-888-227-7669  



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