RESOURCES

FINANCIAL & TAX CALCULATORS

Whether you need a mortgage calculator, savings and loan calculator, or help with retirement planning, these commercial calculators can help to quickly lead you down the right path.

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• 2018 Tax Reform Calculator

• ​20% Qualified Business Income Deduction Calculator

• Mortgage Calculator

• Roth vs. Traditional IRA Calculator

• Auto Lease vs. Buy

• Auto Loan Payment Calculator

RECOMMENDED READING

Whether you are novice or expert in managing your own finances, these books are great resources to help secure your financial future.

SAVING MONEY & FINANCIAL INTELLIGENCE  :

• I Will Teach You to be Rich (R. Sethi) - Easily learn the basics of investing, saving for retirement and personal financial planning.  Ramit promotes a simplified approach to your finances, and he  takes the time to help the reader understand the key concepts.  From beginners who do not yet have a bank account, to the professional who utilizes the tools and strategies discussed daily, this book is for everyone.

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• Rich Dad Poor Dad: What The Rich Teach Their Kids About Money - That The Poor And Middle Class Do Not! (R. Kiyosaki) -This book does a tremendous job to help the reader re-frame the purpose of money and how to change their relationship with it.  Without a solid understanding of personal finance, how much money one earns does not matter. Gain financial intelligence and financial freedom with this resource.

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THE PSYCHOLOGY BEHIND FINANCIAL SUCCESS:

• Give and Take: Why Helping Others Drives Our Success (A. Grant) - An innovative and interesting read  explains that truly successful people in the world are givers, giving more than they get.  This book describes the three different types of people that the world; givers, takers and matchers.  Grant discusses the likelihood of being truly successful depending on one's personality type, and  identifies ways one can transform their interpersonal style both at the individual level, as well as on an organizational level.

INVESTING INTELLIGENCE:

• The Five Rules for Successful Stock Investing: Morningstar's Guide to Building Wealth and Winning in the Market (P. Dorsey)  A great way to learn about how the stock market operates and how to analyze company financial reports to make educated investment decisions. Learn about the financial ratios used to determine whether a company is undervalued or overvalued.  

RECOMMENDED APPS

Whether you are looking to implement a new budget, track your spending, or manage your overall financial picture, these apps can be a great tool to help you achieve your goals.

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BUDGETING & INVESTMENT TRACKING:

• Mint Personal Finance App

• You Need a Budget

• Every Dollar

• Quickbooks Online