We’ll be using this page to post helpful information, resources, links, tools and planning opportunities. These tools and resources have been curated from years of experience and are available for individuals, families, financial planners and coaches.
Current Events (a.k.a. “COVID-19”)
- Small Business Guidance and Loan Resources (Small Business Administration)
- Protecting your Finances During the Coronavirus (COVID-19) Pandemic (Consumer Financial Protection Bureau)
Money Management
- Compare rates across different banks and credit unions (DepositAccounts.com)
- Comparison tool for bank accounts (Nerdwallet)
- Health Savings Account setup (Fidelity)
- Home Buying – Buy vs. Rent calculator (SmartAsset)
Dealing with Debt
- Dealing with debt during the coronavirus (CFPB)
- Debt Blaster Calculator (Financial Finesse)
- Debt Snowball Calculator (Nerdwallet)
- Mortgage Refinance Calculator (Dinkytown)
- Federal Student Loan Estimator (U.S. Department of Education)
- Public Student Loan Forgiveness (U.S. Department of Education)
Credit Management
- Request your free credit report (AnnualCreditReport.com)
Retirement
- Retirement Estimator – Are You on Track? (Financial Finesse)
- Social Security Analyzer for Advisors (Blackrock)
- Social Security Administration (SSA.Gov)
- Pension vs. Lump Sum Calculator (Dinkytown)
- Required Minimum Distribution Calculator (Dinkytown)
- Retiree Health Care Cost Estimator (Fidelity)
- Immediate Annuities Comparison (ImmediateAnnuities.com)
Investing
- Morningstar Portfolio Analysis – Instant X-Ray (TD Ameritrade)
- Portfolio Visualizer – Backtest asset allocation models (Portfolio Visualizer)
- Understanding Equity Compensation (WithCompound.com)
College Planning
- College Board Resources (College Board)
- 529 Plan State Tax Deductions and Credits (SavingForCollege.com)
Insurance & Wealth Protection
- Compare Insurance Quotes (life, disability, auto, home, renters, etc.) (Policy Genius)
- Term Life Insurance Quotes (Term4Sale)
- Long Term Care Cost Estimate (Mutual of Omaha)
- Marketplace, Medicaid, and CHIP enrollment info (Healthcare.gov)
- Medicare Open Enrollment (Medicare)
Estate Planning
- Find an Estate Planner (AVVO)
- State by State Estate Planning Guides (Everplans)
- Avoiding Probate in your State (NOLO)
- Digital Advanced Directives (MyDirectives.com)
- Online Will & Legal Documents (LegalZoom)
The LifeSpan Financial Planning, LLC site is an information service only. The financial wellness courses and information provided on this site are for general education purposes only and are not intended to substitute for the advice of your investment, legal, and tax advisors. The subject matter experts appearing on this site must remain 100% unbiased and therefore are prohibited from offering any financial products, investment advisory services, or any financial planning advice.