Resource Library

Here you will find a series of documents intended to help you with your finances. 

Financial Planning

Download CFO document checklist

CFP document checklist

Use this checklist to understand the various documents needed to work with a financial planner.  

Expense Worksheet

Use this worksheet to help with budget planning both now and in retirement

Investor Profile

Use this document to help understand both you risk tolerance and capacity as an investor. 

Investing

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Annual Market Returns

This chart shows the historical year by year returns for the S&P 500 index.

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Bull vs. Bear Market

This chart shows the cumulative ups and downs during various market times. 

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Asset Class Returns

This chart shows the year by year returns of various asset classes.

Download CFO document checklist

Tax Rates

Tables for current year tax rates, along with phase out and contribution limits.

Taxes

Education Planning

Download CFO document checklist

FAFSA

Current year form used to apply for financial aid.

© 2020 by 7th Street Financial

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7th St. Financial Inc. (“7th St. Financial”) is a registered investment adviser offering advisory services in the State of Minnesota and in other jurisdictions where exempted.  Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by 7th St. Financial in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

 

All written content on this site is for information purposes only. Opinions expressed herein are solely those of 7th St. Financial, unless otherwise specifically cited.  Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness.  All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

 

All investing involves risk, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.