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Cash Management
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
A balance sheet summarizes your assets and liabilities and reveals your net worth
This calculator is designed to help you attach a dollar figure to your life’s work.
Estate Planning
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Loans & Credit Cards
Determine whether you should consider refinancing your mortgage.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
How much would your monthly lease payment be?
This calculator can help you determine how soon you can pay off your mortgage.
How Long Will It Take to Pay my Balance?
How much will it cost to pay off a loan over its lifetime?
How much can you afford to pay for a car?
Retirement & Inflation
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
What will my net Social Security benefit be?
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Use this calculator to estimate how much income and savings you may need in retirement.
How Long Will Your Funds Last?
Risk Management
How much life insurance would you need to produce a sufficient income stream for your family?
How much Disability Income Insurance do you need?
Knowing your likely life expectancy is an important factor in making long-term financial plans.
Will you be able to afford nursing home care?
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
Saving & Investing
Estimate the future value of your current savings.
How much do you need to save each year to meet your long-term financial goals?
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Taxes & IRAs
This calculator can help you determine whether you should consider converting to a Roth IRA.
Use this calculator to determine whether you qualify for the different types of IRAs.
Compare the potential future value of tax-deferred investments to that of taxable investments.
This calculator can help you estimate your annual federal income tax liability.
