Planning Center
Welcome to the MTFS Planning Center!
Here you will find lots of information about all aspects of financial planning and money management, as well as resources, such as articles, calculators, videos and more. Review the sections below regarding retirement planning, estate planning and personal finance. If you have any questions as you browse, scroll to the bottom and use the form to send us a note!
Planning For Retirement

Retirement Realities
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.
Learn More

A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Learn More

Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Learn More
Planning for College

Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Learn More

A Cheat Sheet for Sending Your Kid to College
Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.
Learn More

Saving for College
This calculator can help you estimate how much you should be saving for college.
Learn More
Estate Planning

Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
Learn More

Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Learn More

What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
Learn More