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

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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​

Retirement Income

What Will My Monthly Income Be in Retirement?

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Personal Finance

College Savings

How Much Do I Need to Save for College?

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Insurance​

Lifetime Economic Value

How Much Life Insurance Do I Need?
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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.

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Income Gap

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.

2021 Federal Tax Information

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Taming a Bear Market in Retirement

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Why The Net Unrealized Appreciation (NUA) Rules Aren’t Always A Great Deal

Stock Appreciation Rights (SARs)

Market Commentaries

Market Update - January 6, 2021