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Educational Resources

Retirement Planning

All calculators pertaining to Retirement accounts, Retirement income, and saving for Retirement.

Financial Planning

Calculators to quickly assess your varying insurance needs, such as Disability or Long Term Care.

Social Security

Calculate how your different lifestyle choices can affect your finances, such as paying off credit or auto loan debt.

Investment Planning

Calculators to help you estimate your net worth, life expectancy, and potential estate tax. 

Business Retirement Plans

Varying calculators relating to your investments, including dividend yields, college savings, and more.

Cybersecurity

Calculate how your different lifestyle choices can affect your finances, such as paying off credit or auto loan debt.

Education Planning

Useful calculators to estimate Capital Gains Tax, Federal Income Tax, and more.

Insurance Planning

Calculate how your different lifestyle choices can affect your finances, such as paying off credit or auto loan debt.

Estate Planning

Calculate how your different lifestyle choices can affect your finances, such as paying off credit or auto loan debt.

​Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment, tax, or legal advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.

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Your Money Narrative © 2023 by Amy R Cook is licensed under CC BY-NC-ND 4.0 

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This publication is designed to provide accurate and authoritative information in regard to the subject matter covered. It is sold with the understanding that the publisher is not engaged in rendering legal, accounting, or other professional services. If legal advice or other expert assistance is required, the services of a competent professional person should be sought.


The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All investing involves risk, including loss of principal. No strategy assures success or protects against loss.

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Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

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The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. 

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