Resources
We offer a wide range of useful resources – from calculators to educational articles - that will help you better understand industry updates as well as your financial needs.
Calculators
Need help planning your financial future?
Use the calculators below to help understand your needs, then, contact feel free to contact us for a personalized approach to your financial strategy.
Retirement
What Will My Monthly Income Be in Retirement?
Personal Finance
How Much Do I Need to Save for College?
Insurance
How Much Life Insurance Do I Need?
Disability Benefits Benchmarking Tool
Find out if your company's disability benefit plan is competitive by using our quick and easy benchmarking tool; compare your coverage to top companies.
How Would a Disability Affect My Finances?
Articles & Brochures
Vanguard Study
A study by Vanguard quantifies the value of best practices in wealth management. The research attributed advisors a value add of over 3% per year, with much of that coming from the behavioral counseling, asset allocation, withdrawal and tax management advice offered by a professional. Please click the link below to download the study for yourself, and see why HKS Financial Partners could be the solution you've been looking for.
Taming a Bear Market in Retirement
Why The Net Unrealized Appreciation (NUA) Rules Aren’t Always A Great Deal
Stock Appreciation Rights (SARs)
Retirement Planning: IRA Guide
Areas of Financial Planning
What to Do if Congress Locks the Back Door on Roth IRAs
Market Commentaries
