budgeting • college planning • estate planning • gifting • tax planning • suggested reading
Budgeting
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![]() Do You Know Where Your Money Goes? |
![]() Why is my take-home pay so much less than my salary? |
College Planning
![]() Compare College Savings Account Types |
Estate Planning
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![]() Decedent Died with a Valid Will |
![]() Estate Transfer Flowchart: Decedent Died Intestate |
![]() Decedent Died with a Funded Living Trust |
![]() in Estate Planning |
![]() a handy tool to help you organize your estate planning matters |
![]() Planning Mistakes |
![]() A Flowchart for Inheriting an IRA (beginning in 2020) |
![]() Inheriting Your Spouse’s IRA – an example |
![]() Inheriting an IRA (Non-Spouse) – an example (update coming soon – awaiting further guidance from IRS) |
Gifting
![]() Remainder Trusts |
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Tax Planning
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Suggested Reading
![]() by Benjamin Graham |
![]() Lessons for Corporate America, Ed. Cunningham, Lawrence A. |
![]() by Ralph Wanger with Everett Mattlin |
Please Note: Most libraries have electronic subscriptions to a wide range of investing related resources. If you have a library card, you can access these subscriptions via the internet. To do this, go to your library’s website and sign in using the information on your library card. The library’s electronic subscriptions are usually listed and accessible through the section of their website called/devoted to: research, online resources, and/or online databases.