Here you will find a series of documents intended to help you with your finances.
CFP document checklist
Use this checklist to understand the various documents needed to work with a financial planner.
Use this worksheet to help with budget planning both now and in retirement
Use this document to help understand both you risk tolerance and capacity as an investor.
Annual Market Returns
This chart shows the historical year by year returns for the S&P 500 index.
Bull vs. Bear Market
This chart shows the cumulative ups and downs during various market times.
Asset Class Returns
This chart shows the year by year returns of various asset classes.
Tables for current year tax rates, along with phase out and contribution limits.
Current year form used to apply for financial aid.