Helpful Resources
Explore our collection of financial planning resources designed to help you make informed decisions with confidence. This page brings together helpful tools, calculators, and trusted external websites—all in one convenient place—to support your financial journey.
Retirement Readiness Checklist
This simple, step-by-step guide helps you evaluate key areas like income, expenses, and lifestyle so you can move toward retirement with greater clarity and confidence.
RPI Retirement Workbook
Get organized and take control of your financial future with our comprehensive planning workbook. This guided resource helps you gather key information—from income and savings to expenses and goals—so you can build a clearer, more personalized path toward retirement.
401k Calculator
See how close you are to maximizing your retirement savings with this 401(k) contribution calculator. It helps you determine how much to contribute each pay period so you can reach IRS limits and make the most of your employer-sponsored plan.
Required Minimum Distribution Calculator
Use this calculator to estimate how much you may need to withdraw from your traditional IRA or 401(k) this year to satisfy required minimum distribution rules. It’s a simple way to plan ahead and better understand how RMDs can affect your retirement income strategy.
Social Security Website
Access official information and tools from the Social Security Administration to help you understand your benefits and plan for retirement. From estimating future income to managing your account, this resource supports key decisions around your long-term financial security.
Medicare Website
Explore official Medicare resources to better understand your healthcare coverage options in retirement. From enrollment and costs to comparing plans and benefits, this site helps you make informed decisions about your healthcare needs.