Financial Health Resources

We’ve compiled a list of resources to help you get & stay financially fit!


  • shows you how much you’re paying for your mutual fund.
  • use return rate calculator…it shows actual returns of your money….you must know what you started with and what you have now.
  • shows current holdings for all your accounts and what you’re really paying, how much you’ll have at retirement, your risk exposure, and provide tax and conflict free advice.
  • IRS.Gov to calculate how much should be withheld from your paycheck.
  • to calculate income to debt ratios, mortgage and payoffs
  • to calculate the true cost to own a vehicle


  • Mint – Tracks all expenses and accounts. Helps with budgeting
  • Qapital – This app is designed to motivate users to save money through spending behavior. Round up Rule



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