Resources – Sum Clarity

SUM CLARITY Resources

Sum Clarity Resources

Getting Your House in Order

is a culturally specific financial education course that can change your client’s behavior and attitude around wealth and home ownership.

Financial calculators

Bankrate .com

(Mortgage, CD, Auto Loan and Simple Savings Calculators)

The calculator site

(Compound Interest, Daily Compounding and Amortization Calculators)

Power Pay

(Debt Reduction and Management Tools)

KNOWLEDGE HUB

Office of financial readiness

(Articles on money management, savings, investing tools and resources)

investor .gov

(Introduction to investing, financial tools, calculators and resources)

Additional reading and references

How Long to Keep Tax Records and Other Documents

Top 10 Tips for Identity Theft Protection

PRODUCTS AND SERVICES

Please note that some of the links below are affiliate links and I will earn a commission if you purchase through those links. I use all of the products listed below and recommend them because they are companies that I have found helpful and trustworthy.

Bookstore

Courses