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  PFM Tools & Resources  

Analytic Tools


Fixed Income Funds


 Fiduciary Analytics


 Immediate Annuity Calculator

   Vanguard CD and Bond Rates from Vanguard  
 Yahoo! Finance      Income Tax Estimator by   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  

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   VG Index Funds from Vanguard  

 Risk Tolerance (Questionnaire)

    Financial Calculators from      

 Vanguard Strategic Model Portfolios

  Income Tax Estimator by State from  

 Portfolio Visualizer

  iRetire from Blackrock  

 Various Websites    



 Privacy Tools
Medicare Website  Internet Speed Test-Verizon  Fed. Tax Backets (2000-Current)
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 Order Free Tax Return Transcript from IRS  Fraud Alert to Experian - Online
Philadelphia Register of Wills Philadelphia Dept of Revenue  
File a Change of Address at   Box 7 Codes on 1099-R  
Get Split History   IRS e-Services Find An AARP Tax-Aide Site Near You! or call 1-888-227-7669  

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