Resources & Tools

Plan confidently with Toberman Becker Wealth’s tools, including calculators, checklists, and financial guides.

RETIRE WITH PURPOSE

Financial Tools and Calculators

Simplify complex financial decisions with easy-to-use calculators and financial planning checklists.

Financial Advisor's Guide to Estate Planning — Estate Planning Checklist

Retirement-Savings-Calculator — Retirement Savings Calculator

What Is Risk Tolerance And Why It Influences Your Money? — Investor Risk Assessment

Financial Planning Guides

Step-by-step insights to navigate major financial milestones.

image of retirement planning road — The Top 4 Goals for Retirement and How to Manage Your Money to Meet Them

Diversifying Your Portfolio for Well-Rounded Financial Planning

Top 5 Ways to Maximize Your Social Security Benefits

A Practical Guide to Bonds & Treasury Investments

How to Factor Inflation Into Your Investment Portfolio

Why small business owners need an exit plan — A Guide to Exit Strategies for Family
Businesses

Image of autumn forest — Don’t Lock Up Your Assets And Throw Away The Key: Why Liquidity Matters

How Often Should You Rebalance Your Investments (And How To Do It)

The Top 8 Questions about Retirement Planning Answered

5 Questions to Ask and Confidently Answer Before Retiring — 5 Questions To Ask and Confidently Answer Before Retiring

Retirement Decision Dashboard

Visualize your retirement planning assumptions with our interactive dashboard.

Choosing Bonds That Fit You — Choosing the Right Bond Maturity Range

Roth Conversion Timing Tips — Deciding When to Do a Roth Conversion

Social Security Funding Gap — Will Social Security Run Out of Money?

Family Financial Planning Resources

Turn financial planning into something more meaningful and lasting.

Using 529 Plans for Multigenerational College Planning

7 Tips for Teaching Kids About Financial Literacy

Mountain range in the spring — What Are Money Scripts
(And What’s Yours)?

Behavioral Finance 101: Understanding Your Investor Psychology

The Financially Savvy Way to Give to Charity

Ready to Take the Next Step?

Whether you’re planning for retirement or seeking investment guidance, our experts are here to help.

Whether you’re just starting or have been investing for years, it’s never too late to start chipping away at your future goals. Book a call below with St. Louis fee-only financial advisor Michael Becker to see how these five steps can lead to a new perspective and a confident future.

“Successful investing during retirement means targeting a smooth ride, and minimizing your chances of ever having to worry about money.”

MICHAEL BECKER, PARTNER