Knowledge Center

The Crown Wealth Management Knowledge Center is a resource, designed and cultivated with our clients in mind. Please enjoy the resources organized and collected here as you pursue significance in your financial journey.

Calculators

Financial Planning

Savings Calculator

Tax Savings Calculator

Net Worth Calculator

College Funding Estimator

College Savings Calculator

Articles

Charitable Giving

The Advantages of Donor Advised Funds as a Charitable Giving Strategy

Timing Tax Savings With Deduction Lumping And Charitable Clumping

Websites

Financial Planning

CFP Board's Consumer Site

National Endowment for Financial Education

Financial Planning Association of Orange County, California

Charitable Giving

Advisors in Philanthropy

First Steps to Philanthropy

Philanthropy Roadmap

Giving as a Couple

College Funding

College Board

College Data

College Scorecard