Resources
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- LPL Global Portfolio Strategy
- First Trust Monthly Data Summary
- VFO Inner Circle Article - Building a Family Dynasty
- VFO Inner Circle Article - Four Tools for Managing Risk in Your Business
- VFO Inner Circle Article - Three Reasons Life Insurance Should Be Part of Your Wealth Plan
- VFO Inner Circle Article - Turning Arguments Into Meaningful Discussions
- VFO Inner Circle Article - Virtual Experiences We Think You'll Love
Useful Websites
- Social Security Administration
- Internal Revenue Service (IRS)
- Washington GET Program
- FINRA
- Partnership Form K-1's
- Federal Bureau of Labor & Statistics
- Worldometer
- The Wall Street Journal
- The New York Times
Financial Calculators
Retirement
- Social security retirement income estimator
- How does inflation impact my retirement income needs?
- Convert discretionary expenses to savings
- Becoming a millionaire
- How long will it take to double my money?
- How long until my savings reach my goal?
- Save now vs. save later
- How much should I save to reach my goal?
- What will my current savings grow to?
- Calculate rate of return
- How do taxes and inflation impact my return?
- Federal income tax calculator
- How much self-employment tax will I pay?
- What is my tax-equivalent yield?
- Tax refund estimator
- Tax freedom day
- Comprehensive mortgage calculator
- Should I convert to a bi-weekly payment schedule?
- What are the tax savings generated by my mortgage?
- Compare an interest-only versus traditional mortgage
- Will I be able to pay back my student loans?
- Advantages of the Coverdell ESA.
- Advantages of a 529 College Savings Plan
- What is the value of a college education?
- What are the payments on a parental (PLUS) loan?
- Should I pay down debt or invest more?
- How long will my money last?
- Historical inflation - Compare purchasing power
- How long will it take to pay off my credit card(s)?
- How long until my loan is paid off?
- What would my loan payments be?
- What is the balance owing on my loan?
- Which is better, cash up front or payments over time?
- What is the impact of making extra debt payments?
- Should I pay off debts or invest the money?
