Financial 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 […]
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