Resources
Financial Planning
- Financial Planning Worksheet
- Principle Reasons for a Financial Plan
- Financial Plan Executive Summary
- Financial Plan Detailed Analytics
- Croak Book
Financial Calculators
- Periodic Contribution & Investment Return Calculator (Use the calculated result from this calculator as your input for the Retirement Withdrawals Calculator below)
- Retirement Withdrawals Calculator
- Beneficiary Required Minimum Distribution (RMD) – Future Projection
- Tax Estimator for 2019
Economic Research & Advisory
- Macro Musings August 2023
- Macro Musings July 2023
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- Macro Musings December 2022
- Macro Musings October 2021
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- Macro Musings October 2020
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- Macro Musings December 2019
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- Macro Musings January 2019
- Macro Musings December 2018
- Macro Musings October 2018
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- Macro Musings August 2018
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- Macro Musings June 2018
- Macro Musings May 2018
- Macro Musings April 2018
Client Sample Reports
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