Welcome To The Toolkit
We realize that sometimes folks need a bit more information before deciding whether to call in the professionals. That's why we've developed this set of comprehensive, robust tools for you to use in analyzing your financial plans and prospects. You'll find simulators, checklists, questionnaires, and newsletters. We hope you find them helpful, but if you need more in-depth help, use the form at the bottom of this page to request a personal, complimentary discussion with Wayne Firebaugh.
Is your portfolio keeping you awake at night? Lots of folks tell us they're worried about the risk contained in their portfolios. Maybe it's just that you and your portfolio don't view risk the same way. But, before you can change your portfolio, you need to know your own risk "temperature." Take it here!
Want to try to run a few personal financial planning scenarios yourself? Perhaps you want to test your retirement assumptions, plan a child's college education, or develop a savings strategy for a major purchase. Click the button to try one of our free simulators for yourself. These will help you start or refine your plan. Of course, we're always available to help if you need to go deeper.
Do you want to assess your financial health? Check this section often for our expanding list of questionnaires and checklists designed to see just how strong you are financially. We suggest you begin your self analysis with The Four Questions of Life. You can find it and others we publish "behind" the green button. Each questionnaire gives your score so you can begin tracking your progress.
Do you want to assess your retirement plan's health? Are you confident that your plan is being managed in a prudent way that benefits employees? Do your plan fiduciaries employ processes designed to ensure that the plan complies not only with applicable Department of Labor and IRS rules but also "best practices"? Check out the questionnaires "behind" the green button to answer these questions for yourself.
Every month we publish a newsletter that is distributed by email. It features articles written by a variety of authors and presents economic, investing, and general financial planning information in an easy-to-read format and professional graphics. Occasionally, we'll publish supplemental issues during periods of market unrest or when significant events occur that could affect your financial health. Check out previous issues by clicking the green button. If you like what you read, use the form at the bottom of the page to have it delivered to your inbox each month. And, you can share your email address knowing that we will never sell, share, or lend it.
I Need Help!
Did you complete one of the simulators or questionnaires only to have it reveal that your financial health may be in jeopardy? Are you concerned that your company's retirement plan might leave fiduciaries at risk and retirees lacking? Did you hear Wayne on the radio and have a topic you'd like to hear addressed on the air? Whether you want to sign up for our newsletter or have Wayne contact you to personally answer questions, you are in the right place. Use this form to connect to us and we'll respond promptly. Of course, you can always feel free to call us too if you have questions requiring immediate attention.