Toolbox

budgeting • college planning • estate planning • gifting • tax planning • suggested reading

Budgeting

FPA Budget Guide	Budget Worksheet
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

Estate Planning Questionnaire	Estate Planning Tools Comparison
When a Loved One Passes Away Checklist	Estate Transfer Flowchart: Decedent Died with a Valid Will
Estate Transfer Flowchart: Decedent Died Intestate	Estate Transfer Flowchart: Decedent Died with a Funded Living Trust
Common Trusts Used in Estate Planning	Love Letter to Family a handy tool to help you organize your estate planning matters
Common Estate 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

Summary of Charitable Remainder Trusts	Charitable Contribution Deductions
Gifting to Your Family	Eight Ways to Give

Tax Planning

Wash Sale 101 – learn about the wash sale rule

Do I Have RMD this Year?

Basics of the U.S. Tax System

Basics of RMDs

Suggested Reading

The Intelligent Investor by Benjamin Graham	The Essays of Warren Buffett: Lessons for Corporate America, Ed. Cunningham, Lawrence A.
A Zebra in Lion Country 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.