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  PFM Tools & Resources  
 

Analytic Tools

   
 Calculators
   

 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 MoneyChimp.com    
      Financial Calculators from FinCalc.com    

 Open Vanguard Account

  Reverse Mortgage Calculator from Dinkytown  
       

      Fixed Income

 Funds and

 Vanguard CD and Bond Rates  Vanguard
Track Fund Distributions  CapGainsValet.com
   

   Equity Funds

 

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

 

 Various Websites    

 Computer-Related

 Tax-Related

 Privacy Tools
 Medicare Website  Internet Speed Test  from Verizon  Fed. Tax Backets (2000-Current)  OptOutPrescreen.com
My Social Security Administration  Internet Speed Test  Speakeasy.net  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  BillGuard.com Order Free Tax Return Transcript from IRS  Fraud Alert to Experian - Online
Philadelphia Register of Wills      
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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