Money Buds
Thoughts & Resources
From articles to calculators to helpful sites, here you will find references to help you with your financial growth.
Home Ownership
Bankrate provides a Mortgage Calculator demonstrating how different down payments, loan terms, and interest rates affect your payment. They also provide an Amortization Calculator, which shows how much interest you will pay over time.
Cash Flow & Debt Management
The Federal Trade Commission provides information about credit reports and how to obtain your free credit reports.
Whether you use pencil & paper or an online tool (such as this budget calculator), knowing where your money is going can help you meet your financial goals.
Money as You Grow, presented by the Consumer Financial Protection Bureau, provides help for parents and caregivers to teach children money skills.
Taxes
The IRS provides a Tax Withholding Estimator to help prevent surprises at tax time caused by not withholding enough (or withholding too much) in taxes.
Retirement
Visit SSA.gov for all things related to Social Security, including creating your free and secure my Social Security account. While there, you can also review your earnings and request a replacement social security card.
Medicare.gov has information about Medicare health and prescription drug plans.
Legacy & Estate Planning
If you are an Oregon resident, the Oregon Health Authority has an Advance Directive form, also known as a medical power or attorney or living will, available for you to authorize someone to make health care decisions for you if you become incapacitated.
Other Quality Advisors
When seeking someone to trust with your financial life, it’s important to find a good fit.
Here are some other fee only, fiduciary financial planners you may want to consider.
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