Wealth Management Tools
We hope you find these links useful. With that said, we should note that we make no representation as to the completeness or accuracy of information provided by any third-party website.
Wealth Management Tools
We hope you find these links useful. With that said, we should note that we make no representation as to the completeness or accuracy of information provided by any third-party website.
Tools to help you figure out your future
Retirement
- Social security retirement income estimator
- How does inflation impact my retirement income needs?
- Convert discretionary expenses to savings
Savings
- Becoming a millionaire
- How long will it take to double my money?
- How long until my savings reach my goal?
- Save now vs. save later
- How much should I save to reach my goal?
- What will my current savings grow to?
- Calculate rate of return
- How do taxes and inflation impact my return?
Insurance
- What is my life expectancy?
- What are the chances of becoming disabled?
- How much will I earn in my lifetime?
- What are the tax advantages of an annuity?
- How long will my current life insurance proceeds last?
Taxation
- Federal income tax calculator
- How much self-employment tax will I pay?
- What is my tax-equivalent yield?
- Tax refund estimator
- Tax freedom day
Home & Mortgage
- Comprehensive mortgage calculator
- Should I convert to a bi-weekly payment schedule?
- What are the tax savings generated by my mortgage?
- Compare an interest-only versus traditional mortgage
College
- Will I be able to pay back my student loans?
- Advantages of a 529 College Savings Plan
- What is the value of a college education?
Cash Flow
Credit
- How long until my loan is paid off?
- What would my loan payments be?
- Which is better, cash up front or payments over time?
- Should I pay off debts or invest the money?
Auto
FINRA Calculators
How can we help?
Drop us a line If you have questions about your retirement, investments, education planning, or anything else regarding your financial health and happiness.