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”0
• 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, Long Term Care forms or our Retirement/Investment Planning Questionnaire. For specific forms related to your plan, you can create an account and log in to view program details, download related forms and documents, and more.

Creating an Account

If you are a Hamilton Cavanaugh client, you can create an account and log in to access information about your plan, download related plan documents and forms and view information that may be posted by your employer including upcoming events, job listings and announcements. It’s easy to create an account – simply return to your home page and Register an Account in a few easy steps. Once you create your account, you will receive e-mail verification and then have immediate access to all your account information.