Courses and Free Resources
Master Your Money: A Mini-Course for the Self-Employed
This three-part mini course helps sole proprietors and single-member LLC owners navigate bookkeeping, estimated taxes, retirement options, and other essential financial topics.
Flow Chart: Roth IRA Contributions
This flowchart helps you quickly see if you’re eligible to make Roth IRA contributions for the year. It walks you through key factors like your tax filing status, income level, and whether you already contribute to other retirement accounts.
Social Security Benefits Calculator
Quickly see how much you might receive in monthly Social Security benefits based on your earnings history and planned retirement age. This free tool from the Social Security Administration helps you plan ahead with more clarity and confidence.