Helpful Tips

Navigating

Navigating the Hamilton Cavanaugh site is easy – simply follow the “trail” along the top of each page’s navigation. This trail will let you know where you are and will allow you to trace your steps back to previous pages.

Tools and Resources

There are a number of financial calculators and resources available to you. Our “Info Center” provides IRS forms and publications and a tax organizer for your personal or small business use.

“Tax News and Updates” gives you current investment news and important tax updates.

“Financial Tools” provides a rich variety of calculators to help with everything from planning your mortgage to accelerating debt payoff. Some commonly used calculates include:

• 1040 Tax Estimator – estimate the income taxes you will pay (located under “Tax Calculators”
• Mortgage Qualifier – find out how much you can afford for a new home (located under “Mortgage Calculators”
• Consolidation Loan Investment Calculator – see the results of paying off your debt and investing your savings (located under “Debt and Credit Cards”)
• Life Insurance Calculator – find out how much you really need (located under “Personal Finance”
• Asset Allocator - several factors are used to calculate a desirable mix of stocks, bonds and cash (located under “Investment Calculators)
. Payroll Deductions - use this calculator to help you determine the impact of changing your payroll deductions (located under "Tax Calculators")

Forms

Visit our Forms section for IRA Rollover forms, 529 College Savings Plan forms, Long Term Care forms and our Retirement/Investment Planning Questionnaire.

Creating a Personal Profile

Create a Personal Profile to help us custom-tailor our services for your financial needs. It's easy to create a Profile - simply fill out our Profile form and submit. All of your information is transmitted securely and kept confidential. By providing as much information as possible, your Hamilton Cavanaugh Registered Investment Advisor will be better able to meet your investing needs.