Financial Calculators
- What is my current new worth?
- What is my projected net worth?
- What is my current cash flow?
- What is my projected cash flow?
- Historical inflation - compare purchasing power
- Advantages of a 529 college savings plan
- The value of a college education?
- What are the tax savings generated by my mortgage?
- Should I refinance my home mortgage (break even)?
- Should I rent or buy a home?
- Long-term care insurance needs
- Tax advantages of an annuity?
- Compare taxable / tax-free investment return
- Taxable vs. tax-advantaged saving comparison
- What is my risk tolerance?
- Current year required minimum distribution?
- I'm self-employed, how much can I contribute to a retirement plan?
- How much will I need for retirement?
- Social Security retirement income estimator
- How does inflation impact my retirement income needs?
- Compare a Roth 401(k) to a Traditional 401(K)
- How long will it take to double my money?
- Should I adjust my payroll withholdings?
- Compare taxable, tax-deferred, and tax-free growth
- How much of my social security benefit may be taxable?
- What is my taxable-equivalent yield?
Cash Flow
College
Home & Mortgage
Insurance
Investment
Qualified Plans
Retirement
Savings
Taxes
Initially, we will work with you to determine your concerns, goals, and risk tolerance- essentially your overall financial profile (Quantitative as well as Qualitative). This fact-finding enables us to design an investment approach that is suitable for your level of risk and financial goals. Together, we will monitor the progress of the strategy employed and make the necessary modifications as circumstances impacting your financial strategy change. And together we will strive to make your financial goals a reality.