Financial wellness is your key to financial clarity.
Whether it is understanding how social security will impact your retirement, learning how to budget properly or the best way to pay off student debt, everyone has financial questions they need answers to. You can have less worries and enjoy life more knowing you’ve pulled together all the important pieces of your financial plan. Gouldin & McCarthy is the resource that empowers you to start planning and reduce your financial stress.
Are you ready to start planning?
Our online tools will help you build your own budget.
Webinars
Our budgeting webinar series will help you understand the basics.
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These planning calculators will help you get an idea of where you are.
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- How long will it take to pay off my credit card(s)?
- How long until my loan is paid off?
- What would my loan payments be?
- What is the balance owing on my loan?
- Which is better, cash up front or payments over time?
- What is the impact of making extra debt payments?
- Should I pay off debts or invest the money?
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Read MoreChecklists and White Papers
These downloads will help give you some direction and a deeper understanding of budget planning.
See All Checklists and White PapersReady to start planning? Pick your path below.
Build Your Own Plan
For those who want to try doing it themselves, use our tools and start planning.
Start Planning Take a TourGet Professional Help
For those who want a professional to build a plan for them, contact us to set up a meeting.
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