Tools for your retirement
Financial Calculators
As you know, the stock market goes up, but it can also go down. When it does, it can go down quickly. If you are retired, or close to retirement, what would happen if we experienced a major stock market correction? Would you still be able to generate the income you need for retirement?
December 19, 2019
With college costs increasing at twice the rate of inflation, it is important to start saving early. Interest working for you now in a regular savings […]
December 18, 2019
Tax-deferral can have a dramatic effect on the growth of an investment. Use this calculator to determine the future value of an investment being subject to […]
December 18, 2019
It may surprise you how much more you could accumulate in savings simply by repositioning assets to potentially achieve a higher return. Even a one, two […]
December 18, 2019
A Roth IRA is a great way for clients to create tax-free income from their retirement assets. Yet, keep in mind that when you convert your […]
December 18, 2019
On your way home from work, do you drive in the slow lane or the fast lane? Each person has a different propensity for risk. When […]
December 18, 2019
Retirement can be the saddest or happiest day of your life. This pre-retirement calculator will help you determine how well you have prepared and what you […]
December 18, 2019
Contributions to a qualified plan, participation in a company-sponsored cafeteria plan, change in filing status, or the number of allowances claimed will have a direct impact […]
December 18, 2019
Compound interest can have a dramatic affect on the growth of a single deposit. Use this calculator to determine how many years an existing savings account […]
December 18, 2019
There are basically three ways to fund your long-term care needs: self-insure, qualify for Medicaid or obtain long-term care insurance. Use this calculator to determine your […]
December 18, 2019
Over the course of loan amortization, you will spend hundreds, thousands, and maybe even hundreds of thousands in interest. By making a small additional monthly payment […]
December 18, 2019
Most people earn a small fortune during their lifetime. Yet many of them are unaware of how their annual income adds up over the years. This […]
December 18, 2019
Planning to meet the financial needs of your survivors is one of the most important and fundamental steps in creating a sound financial plan for you […]
December 18, 2019
With medical advances and improved lifestyles, life expectancies in the United States are on the rise.* Use this basic calculator to help determine how many years […]
December 18, 2019
Leasing has become a very popular method of acquiring a new auto. Although the payments may seem attractive, it may not always be the best financial […]
December 18, 2019
Many factors can affect your eligibility and contribution limits to either the Traditional IRA or Roth IRA — tax filing status, your current earned income level […]
December 18, 2019
It may surprise you how much inflation can erode purchasing power. Use this calculator to estimate how much more income you may need when factoring in […]
December 18, 2019
When you’re buying a home, mortgage lenders don’t look just at your income, assets, and the down payment you have. They look at all of your […]
December 18, 2019
Compound interest can have a dramatic effect on the growth of a series of regular savings and initial lump sum deposits. Use this calculator to determine […]
December 18, 2019
Each April many taxpayers are surprised as they realize that they have either over-withheld or under-withheld on their taxes. Use this paycheck withholding calculator at least […]
December 18, 2019
Americans today owe more money than ever before. The fact that ‘interest never sleeps’ means that the situation will continue to worsen unless steps are taken […]
December 18, 2019
A penny saved is a penny earned, but a penny saved today is a penny potentially earning more. Use this calculator to determine how much more […]
December 18, 2019
Businesses generate a source and uses of funds statement to evaluate their income and expenses and to check profitability. Similarly, a cash flow statement can help […]
December 18, 2019
Over 90 percent of investment returns are determined by how investors allocate their assets versus security selection, market timing and other factors.* Use this calculator to […]
December 18, 2019
Taxes are unavoidable and without planning, the annual tax liability can be very uncertain. Use the following calculator to help determine your estimated tax liability along […]
December 18, 2019
In 2020 estates worth up to $11.58 million will be excluded from paying the federal estate tax. This means that the federal government could ‘inherit’ a […]