Helpful Tools/Resources

Accounting and finance related:

• Cash projection schedule template (please download a copy to use)
• Cost-benefit analysis (please download a copy to use)
• Loan amortization schedule

Tax related:

• Current year tax rates
• Gift tax rules
• Tax refund status
• Tax transcript/records
• Home office related tax rules - employed
• Home office related tax rules - self-employed
• Passive income rules

Personal finance:

• Net worth calculator (please download a copy to use)
• Mortgage calculator
• Budgeting template (please download a copy to use)
• College saving estimator/projection

Books:

• The 4 Hour Work Week (Tim Ferris)
• Atomic Habits (James Clear)
• The Total Money Makeover (Dave Ramsey)
• How to Win Friends & Influence People (Dale Carnegie)
• The Millionaire Next Door (Tom Stanley)
• The Little Book of Common Sense Investing  (John Bogle)
• Think Rich and Grow Rich (Napoleon Hill)
• Successful Business Planning in 30 Days (Peter Patsula)