Calculators

December 18, 2019

Taxable vs. Tax-Deferred

TAXABLE VS. TAX-ADVANTAGED SAVINGS? Tax-deferral can have a dramatic effect on the growth of an investment. Use this calculator to determine the future value of an […]
December 18, 2019

Savings Growth

WHAT IS THE LONG-TERM IMPACT OF INCREASED INVESTMENT RETURN? It may surprise you how much more you could accumulate in savings simply by repositioning assets to […]
December 19, 2019

Saving for College

How much should I be saving for college? With college costs increasing at twice the rate of inflation, it is important to start saving early. Interest […]
December 18, 2019

Roth IRA Conversion

Should I convert to a Roth IRA? A Roth IRA is a great way for clients to create tax-free income from their retirement assets. Yet, keep […]
December 18, 2019

Risk Profiler

WHAT IS MY RISK TOLERANCE? On your way home from work, do you drive in the slow lane or the fast lane? Each person has a […]
December 18, 2019

Retirement Savings

HOW MUCH WILL I NEED TO SAVE FOR RETIREMENT? Retirement can be the saddest or happiest day of your life. This pre-retirement calculator will help you […]
December 18, 2019

Paycheck Analyze

HOW WILL PAYROLL ADJUSTMENTS AFFECT MY TAKE-HOME PAY? Contributions to a qualified plan, participation in a company-sponsored cafeteria plan, change in filing status, or the number […]
December 18, 2019

Number of Periods

HOW LONG UNTIL MY SAVINGS REACH MY GOAL? Compound interest can have a dramatic affect on the growth of a single deposit. Use this calculator to […]
December 18, 2019

LTC Insurance Need

WHAT ARE MY LONG-TERM CARE INSURANCE NEEDS? There are basically three ways to fund your long-term care needs: self-insure, qualify for Medicaid or obtain long-term care […]
December 18, 2019

Loan Acceleration

WHAT IS THE IMPACT OF MAKING EXTRA PAYMENTS ON MY DEBT? Over the course of loan amortization, you will spend hundreds, thousands, and maybe even hundreds […]
December 18, 2019

Lifetime Earnings

HOW MUCH WILL I EARN IN MY LIFETIME? Most people earn a small fortune during their lifetime. Yet many of them are unaware of how their […]
December 18, 2019

Life Insurance Need

HOW MUCH LIFE INSURANCE DO I NEED? Planning to meet the financial needs of your survivors is one of the most important and fundamental steps in […]
December 18, 2019

Life Expectancy

WHAT IS MY LIFE EXPECTANCY? With medical advances and improved lifestyles, life expectancies in the United States are on the rise.* Use this basic calculator to […]
December 18, 2019

Lease vs. Purchase

SHOULD I LEASE OR PURCHASE AN AUTO? Leasing has become a very popular method of acquiring a new auto. Although the payments may seem attractive, it […]
December 18, 2019

IRA Eligibility

How much can I contribute to an IRA? Many factors can affect your eligibility and contribution limits to either the Traditional IRA or Roth IRA — […]
December 18, 2019

Impact of Inflation

HOW DOES INFLATION IMPACT MY RETIREMENT INCOME NEEDS? It may surprise you how much inflation can erode purchasing power. Use this calculator to estimate how much […]
December 18, 2019

Home of Affordability

How much house can I afford? When you’re buying a home, mortgage lenders don’t look just at your income, assets, and the down payment you have. […]
December 18, 2019

Future Value Estimator

WHAT COULD MY CURRENT SAVINGS GROW TO? Compound interest can have a dramatic effect on the growth of a series of regular savings and initial lump […]
December 18, 2019

Federal Withholding

SHOULD I ADJUST MY PAYROLL WITHHOLDINGS? Each April many taxpayers are surprised as they realize that they have either over-withheld or under-withheld on their taxes. Use […]
December 18, 2019

Federal Income Tax Calculator

Federal Income Tax Calculator Taxes are unavoidable and without planning, the annual tax liability can be very uncertain. Use the following calculator to help determine your […]
December 18, 2019

Estate Taxes

WHAT IS MY POTENTIAL ESTATE TAX LIABILITY? In 2020 estates worth up to $11.58 million will be excluded from paying the federal estate tax. This means […]
December 18, 2019

Credit Card Payoff

HOW LONG WILL IT TAKE TO PAY OFF MY CREDIT CARD(S)? Americans today owe more money than ever before. The fact that ‘interest never sleeps’ means […]
December 18, 2019

Cost of Waiting

WHEN SHOULD I BEGIN SAVING FOR RETIREMENT? A penny saved is a penny earned, but a penny saved today is a penny potentially earning more. Use […]
December 18, 2019

Cash Flow

WHAT IS MY CURRENT CASH FLOW? Businesses generate a source and uses of funds statement to evaluate their income and expenses and to check profitability. Similarly, […]
December 18, 2019

Asset Allocation

HOW SHOULD I ALLOCATE MY ASSETS? Over 90 percent of investment returns are determined by how investors allocate their assets versus security selection, market timing and […]
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