Resources
Financial Tools & Resources
Explore calculators, podcasts, articles, and tools—organized by topic. These resources are curated to support your financial planning journey and empower your decisions.
The Balance – Budget Basics
Explore practical budgeting tips and financial basics for every life stage.
NerdWallet 50-30-20 Budget Calculator
Calculate how much of your monthly take-home pay to allocate between your needs, wants and goals.
Consumer.gov Budget Worksheet
A printable monthly budget planner that helps you organize your spending and savings goals.
You Need a Budget (YNAB)
A powerful app and method that helps you gain control of your money by giving every dollar a job.
Motley Fool
Read trusted stock tips, personal finance commentary, and investing explainers from a well-known source.
Podcast: Market Foolery
A quick-hit investing podcast covering market trends and business news with a light tone.
Marketplace Blog & Podcast
Listen to timely reporting and economic stories that break down what’s happening in the markets and world.
Podcast: Retirement Answer Man (Apple)
Roger Whitney helps pre-retirees and retirees navigate retirement with humor and insight.
Podcast: Retirement Answer Man (Spotify)
Same great podcast as Apple version — delivered on Spotify.
SSA Life Expectancy Calculator
Estimate your life expectancy and use it to guide retirement planning or insurance needs.
Northwestern Mutual Life Expectancy Calculator
Compare life expectancy data based on health and lifestyle using this interactive tool.
Fidelity Retirement Score
Get a snapshot of your retirement readiness and see personalized steps to improve your outlook.
My Social Security Account
Set up a secure online account to view your earnings history, estimated future benefits, and access your official Social Security statement.
SavingForCollege.com
The go-to source for understanding 529 plans, state tax benefits, and saving for education.
Upromise
Link your credit cards and earn cash rewards toward your child’s 529 education savings account.
NerdWallet Cost of Raising a Child Calculator
Estimate the total cost of raising a child from birth to college with customizable inputs.
IRS Tax Withholding Estimator
Check W-4 settings when jobs/withholding change.
Tax Foundation
Access independent tax policy research, state comparisons, and key federal tax updates.
TurboTax Blog
Practical blog posts covering tax filing, deductions, and IRS guidance — all in plain English.
Genworth Cost of Care Survey
See the average cost of long-term care in your area and project future expenses with this trusted survey.
ACL.gov – Long-Term Care Planning
Explore your long-term care options, from cost planning to insurance basics, all from the federal government.
LTC Consumer Learning Center
A practical learning hub to understand LTC insurance and what to consider when comparing policies.
Credit Karma – Balance Transfer Calculator
Estimate how much you could save by transferring a balance to a lower interest rate card.
AnnualCreditReport.com
Request free credit reports from the three major bureaus — once per year each.
Undebt.it – Avalanche & Snowball Calculator
Plan your debt payoff with either the avalanche or snowball method — and see a personalized timeline.
CFPB – Credit Reports and Scores
Learn how credit scores are calculated and how to improve your credit health.
National Foundation for Credit Counseling (NFCC)
Free or low-cost credit counseling and assistance with debt management.
Bankrate – Debt Paydown Calculator
Enter debts and income to get a customized payoff schedule and strategy.
The Balance – Budget Basics
Explore practical budgeting tips and financial basics for every life stage.
NerdWallet
Get up-to-date financial news, calculators, and money advice tailored to everyday decision-making.
Consumer.gov Budget Worksheet
A printable monthly budget planner that helps you organize your spending and savings goals.
ask.FEDweek
Stay updated on policies and financial issues that affect federal employees and retirees.
TSP Investment Resource
Track Thrift Savings Plan performance, strategy tips, and fund analysis tailored to federal workers.
NerdWallet Mortgage Calculator
See your estimated monthly mortgage payments based on down payment, interest rate, and taxes.
CFPB Homeownership Tools
A federal resource to compare mortgage options, understand closing costs, and make confident homebuying decisions.
Accordion Content
Need help applying these resources to your life?
Let’s talk about your goals and how a financial plan can support them.
A few of our favorite financial resources
- The Balance (website)
- What is a Financial Plan? (article: US News)
- NerdWallet (website)
- Optimal Finance Daily – Love this daily podcast which is the reading of blog posts from various bloggers. These “quick-hits” are great reminders of little things we all need to work on. (Podcast)
- Retirement Answer Man (Podcast)
- Saving For College (website)
- great reference site for planning for college.
- Upromise (website)
- Reward program that funds your 529 accounts based on your credit card spending.
- Genworth Cost of Care Survey (calculator)
- Long Term Care Learning Center (website)
- American Assoc for LTC Insurance
- US Dept of Health and Human Services (website)
- Marketplace (Radio and Podcasts)
- Motley Fool (website)
- Market Foolery (Podcast)
- Greenlight Debit Card for Kids (website)
- Raising Financially Fit Kids (Book)
- Cost of Raising a Kid Calculator (Nerd Wallet)
- ask.FEDweek (website)
- TSP Investment Resource (website)
- Mortgage Professor (website)