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  PFM Tools & Resources  

Analytic Tools


 Fiduciary Analytics


 Immediate Annuity Calculator

 Yahoo! Finance        

 Instant X-Ray by Morningstar

    1040 Estimated Tax Calculator from Dinkytown    

 S&P 500 Return Calculator

    TurboTax Income Tax Estimator from Intuit    

 Vanguard Advisor Tools

    Capital Gains Tax Calculator from    
      Financial Calculators from    

 Open Vanguard Account

  Reverse Mortgage Calculator from Dinkytown  

      Fixed Income

 Funds and

 Vanguard CD and Bond Rates  Vanguard
Track Fund Distributions

   Equity Funds


 Yahoo Finance  Yahoo Finance
 Historical Prices  Yahoo Finance
 VG Index Funds  Vanguard


 Various Websites    



 Privacy Tools
 Medicare Website  Internet Speed Test  from Verizon  Fed. Tax Backets (2000-Current)
My Social Security Administration  Internet Speed Test  Required Min. Distrib. Table (RMD)  National Do Not Call Registry
Retirement Estimator - SSA  Download Belarc Advisor  PC System Audit Tool  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 Order Free Tax Return Transcript from IRS  Fraud Alert to Experian - Online
Philadelphia Register of Wills      
File a Change of Address at   Box 7 Codes on 1099-R   Find An AARP Tax-Aide Site Near You! or call 1-888-227-7669  

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