Some useful tools for you to use.

Financial tools

Social Security

Taxability Calculator

See how much of your Social Security is taxable and when the Tax Torpedo begins to impact you.

Money & Mind

Retirement Transition Guide

A simple eBook that covers the complete retirement picture so you can set yourself up for success.

Financial Pros

Financial Professionals Guide

A guide to help you understand which financial professionals you should work with, what sales messages they’ll pitch you, and how they make money. 

Medicare tools

Long Term Plan Costs

Which plan will cost you more?

See how much you need in income and assets to afford various Medicare plan types in retirement.

Plan Calculator

Medicare or your Company Plan?

This shows whether your company insurance or Medicare will cost you more in a given year.

IRMAA Cheat Sheet

Will you pay more for Part B?

This shows how much you’ll pay for Medicare Part B based on your income.