Broker Check

Links and Worksheets

Website Links

Becoming A Business Owner
IRS - Business Use of Your Home
IRS - Retirement Plans for Small Business
IRS - Small Business Resource
IRS - Tax Guide for Small Business
IRS - Travel, Entertainment, Gift, and Car Expenses
US Tax Codes

Budget Calculators
Budgeting Tools
Ideal Budget                                              

Calculators
Bankrate.com Calculators                 
CNN Money Calculators                   
MSN Money Calculators                 
Turbo Tax Calculators   

Car
Auto Loan Calculator
Buy or Lease Your Next Car
New or Used Car

Career Planning
Average Salary for Your Job in Your Area       
Cost of Living Comparison                
Job Search Help from Answers.com            
Monster (job search)     

Christianity
Bible Study Tools (Bible.com/YouVersion)                        
Bible Study Tools (Bible Gateway)                       
Bible Study Tools (Cross Walk)                        
The Blessed Life / Robert Morris Sermons                      
Christianity.com                          
The Church at Life Park                          
Financial Library                          
Gateway Church/ Robert Morris Sermons                      
Music (radio) His Radio    
Music (radio)104.7 The Fish
Music - Worship Together   
NorthPoint / Andy Standley   
Seacoast Church
                

College Planning
CNNmoney                                 
CNN College Calculator                                                  
College Board                          
CollegeNET.com                                  
College Planner                                             
FAFSA - Federal Student Aid                                             
Finding the Right College        
How Much Aid Can You Expect
Peterson’s Colleges and Universities
Sallie Mae                                           
Savingforcollege.com LLC          
Scholarship Search                  
ScholarshipCoach.com    
State College Savings Plans - Kiplingers    
Tax Benefits for Education                  
The Princeton Review                  
Top Values in Colleges

Debt Elimination Planning
Consumer Credit Counseling Service          
Credit Bureau - Equifax                          
Credit Bureau - Experian                          
Credit Bureau - TransUnion Corporation    
Credit Score Info (MyFICO.com)  
Debt Reduction Calculator                 
Debt Pay Down Calculator (Bankrate)
Free Annual Credit Reports        
Home Equity Loans vs. Lines of Credit
Shop Credit Cards (Bankrate)
Shop Credit Cards (LowCards)     

Emergency Fund
Money Market - Compare National & Local Rates

Financial Planning Tools
Kiplinger Tools

General Financial Information
Basics on Financial Management          
Bloomberg Financial Markets News         
Financial Library                                  
Find a CFP® Professional                          
MarketWatch               
MSN Money                                   
Morningstar Research                          
Money 101                                        
Quicken.com                                  
Social Security Online                          
USA Today                                          
Wall Street Journal                                  

Insurance Planning
Guaranty Association                
Long-term Care Costs for Your Area of the Country        

Safety Rating of Insurance Company
A.M. Best                         
Duff & Phelps                  
Moody                               
Weiss                                

Mortgage Planning
15 vs. 30 Year Mortgage Calculator
How Advantageous Are Extra Payments         
How much Will My Mortgage Payments Be  
Mortgage Decision Making Calculators          
Which is Better Fixed or Adjustable                  

Retirement Planning
Individual Retirement Accounts (IRS)          
Pensions and Annuities (IRS)     
Retirement Calculator           
Retirement Plans for Small Business (IRS)                

Taxes
Calculators (TurboTax)                          
Individual Retirement Accounts (IRS)                  
IRS.gov Home                                  
Morningstar Tax Planning                          
Retirement Plans for Small Business (IRS)
SC Tax Rates (go to Individual Income then Tax Rates)
State Tax Websites for All States          
Tax Estimator   
Tax Updates
Tax Withholding Calculator
U.S. Tax Code On-Line

 

Worksheets

Budget

Budget Calculator
(Excel or Excel viewer software required)

Checkup

General Strategies

Goals

Life Insurance Calculator

Pledge

Recommendations

Retirement Calculator



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PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites, nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.