Helpful Resources

  • www.bankrate.com — CD rates with personal finance advice
  • www.bauerfinancial.com — a free rating report on the financial strength of banks and credit unions
  • www.fdic.gov — review the FDIC’s frequently asked questions, which should help clarify what is and is not covered by FDIC
  • www.ambest.com — to check on the financial strength of the insurance company offering your annuity
  • www.treasurydirect.gov — for buying your U.S. Savings bonds and I Bonds
  • www.nolhga.com — for comparing life and health insurance agencies
  • www.mint.com — free Internet tool that can do the categorizing of your expenses for you
  • www.livingto100.com — online tools for determining life expectancy
  • www.personalfund.com — a quick way to help uncover all of the fees you are paying on mutual funds
  • www.medicare.gov — use its long-term care calculator to find out what percentage of people with similar histories needed long-term care and what percentage did not and the average time and average amount of money spent on long-term care
  • Fillable Budget Data Gathering Form — Click this link to download the budget data gathering sheet that can be used in conjunction with the Retirement Budget Calculator.  This is a fillable PDF that calculates the average monthly expenses.
  • Budget Data Gathering Form — Click this link to download the budget data gathering sheet that can be used in conjunction with the Retirement Budget Calculator.  This is a non fillable PDF that you can print to handwrite in your monthly expenses.
  • Social Security Retirement Income — Maximize Your Social Security Retirement Income.  Try our free Social Security Calculator.
  • www.peoplesmemorial.org — Final Expense for people in the State of Washington.
  • http://fersguide.com/ — The unofficial FERS retirement and benefits guide.
  • John Hancock Life Expectancy Calc. – Life Expectancy Calculator
  • Retirement Budget Calculator– Create a better monthly budget plan as you prepare to retire.
  • Pension Lump Sum Calculator – A calculator to help you decide if you should take a lump sum or a pension.
  • Retirement Podcast Network Sound Retirement Radio is proud to be featured on the retirement podcast network.
  • Vanguard Health Care Cost Estimator  A calculator to help you estimate annual medical costs and long term care costs.

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