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Checklists, guides, and worksheets to help you understand your coverage — or the gaps in it. No email required, no form to fill out. If you have questions after using one, email us.
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Coverage Audit
25 questions across life insurance, health insurance, and Medicare. Live score tracks your results. Most people find at least one gap they didn't know was there.
Life Insurance Needs Calculator
7 questions covering your income, spouse, debts, children's education, final expenses, and existing coverage. Get 3 coverage scenarios plus a personalized policy recommendation.
Turning 65 Medicare Checklist
Enter your birthday and get your exact IEP dates and Medigap OEP window. 25-item checklist in the order you need to handle them. Free to print.
Medicare Timing Guide
Enrollment phases from age 62 to your first AEP — with penalty callouts for Part B (10%/yr permanent) and Part D (1%/month permanent). Know your window before it closes.
IUL vs. Term Life Breakdown
Side-by-side on cost, duration, cash value, tax treatment, flexibility, and risk profile. Myth-busting cards and clear guidance on when each policy type makes sense.
Medicare Budget Worksheet
Live-calculating worksheet for every Medicare cost: Part B, Part D, IRMAA surcharges, Medigap, dental, vision, and out-of-pocket. See your real monthly and annual totals.
Rule of 72 Interactive
Slide a rate and instantly see how long it takes your money to double. Growth table at 5 rates over 5–30 years. Understand why time in the market — and acting now — matters.
Money Personality Assessment
Twelve questions, about two minutes. Most money problems are not math problems — they are patterns. Find out which of the six is running underneath your decisions, and one small thing to try this week. No email needed to see your result. Part of Financial Therapy, our money-education project.
The Four Money Scripts
Money avoidance, money worship, money status, money vigilance. Four beliefs, formed young, that researchers found predict income, savings and debt better than what you earn. Read which one sounds like you, and what usually helps.
Financial Trauma
A layoff, a medical bill, a childhood of "we can't afford that" — money stress leaves a response that outlasts the event. What it looks like day to day, why it isn't a discipline problem, and where to start.
Money Mindset Mastery
Four modules, twelve lessons on the beliefs underneath your money decisions: where they came from, how they run your spending and saving, and how to change the ones costing you. Free, no email required to start.
Got Questions?
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Use any resource and have questions about your situation? Email [email protected] directly. No auto-responder, no drip sequence — just a real answer.
Email Us Book a Free CallThis is general educational information, not individualized insurance, tax, or legal advice.