We want to do everything we can to help you and your business succeed! Here are a few resources that we think will help you get the most out of your time and effort.
Financial Calculators
TAXES & IRAS
- Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments - Roth vs. traditional IRA calculator
This calculator can help you determine whether you should consider funding a Roth IRA
RISK MANAGEMENT
- Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family? - Emergency Fund
Use this calculator to see how much you need to put aside for your emergency fund.
LOANS & CREDIT CARDS
- Loan Payoff
How much will it cost to pay off a loan over its lifetime? - Mortgage Refinancing
Determine whether you should consider refinancing your mortgage. - Pay down debt or invest?
Should I Pay Down Debt Or Invest My Monthly Surplus? - How Much House Can You Afford?
Before you start shopping, be sure you know how much house you can afford.
RETIREMENT & INFLATION
- Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement. - Impact of Inflation
Use this calculator to understand how inflation will affect the income level you need when you retire. - Retirement Portfolio Lifespan
How Long Will Your Funds Last?
SAVING & INVESTING
- College Funding
This calculator is designed to help you estimate how much college will cost when you or your student are ready to head off to school. - Savings Goals
How much do you need to save each year to meet your long-term financial goals? - Savings Accumulation
Estimate the future value of your current savings.
PLEASE NOTE: The information being provided is strictly as a courtesy. When you access these links you are leaving our website and assume total responsibility for your use of the website you are linking to. We make no representation as to the completeness or accuracy of information provided at this website. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website.
