Financial Tools

We provide resourceful tools for financial planning.



5 Items Needed for your Dream Vacation

According to a new study, many Americans are willing to delay or skip paying monthly bills, even their mortgage or rent, to take the vacation of their dreams instead of the one they can afford.

Financial professional Kevin Klug spoke with WLUK and has a travel budget calculator that can estimate what a trip might cost.

Buy or lease a car?

Financial professional Kevin Klug talked with WLUK about the 5 questions you should ask yourself before making that decision:

  • Are you strapped for cash? Click here for a calculator to figure out your potential savings.
  • How good is your credit?
  • Do you like driving new wheels?
  • Do you rack up miles on your car?
  • Do you keep your car in mint condition?

Common Tax Return Mistakes

With the tax deadline just around the corner, the pressure is on for people who still haven’t filed their taxes. Financial professional Kevin Klug talked with WLUK about some last minute tax tips to help procrastinators.

File an extension | Track your return

  • My Financial Inventory Worksheet

    Facilliate keeping track of your financial documents so if necessary you can find them easily.

  • Holiday Budget Worksheet

    A happy holiday season starts with a budget. Use this budget worksheet to set a limit and to calculate how much to spend on gifts for everyone on your list.

    Learn More
  • Back to School Budget Worksheet

    Balancing daily life and managing your college finances can be overwhelming. Stay on track by having a budget to help take control of your financial spending.

  • Budget Worksheet for College Students

    This worksheet will help you to identify expenses that can be reduced and prevent impulse spending. It will soon become your roadmap to financial wellness.

    Learn More
  • Make a Budget

    See how much money you spend this month. Then, use this month’s information to help you plan next month’s budget.

  • BBB Secure Your ID Day

    Plan ahead, stay up to date with the most current records retention schedule.

  • College Savings Calculator

    World's simplest, most accurate and flexible college cost calculator

    Learn More

Resources available upon request

  • FREE Get Financially Fit in 2014 Guide

    Follow the link below to download
    our "Get Financially Fit in 2014,
    12 month guide."

    Access Now
  • Top 10 Mistakes Made When Filing for Social Security

    Follow the link below to download,
    "FREE Top Ten Mistakes When Filing
    for Social Security."

    Access Now
  • FREE Social Security Overview Report

    Follow the link below to download,
    "Your 2013 Overview to
    Social Security."

    Access Now

Back to school shopping is getting more expensive,
click here to see an interest rate calculator to determine your credit card effect

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck