Years ago we sent out monthly or quarterly newsletters. However, most ended up in the garbage without really being looked at.
What our clients seem to need is the answer to a specific situation when the situation arises. However, sometime you don't want to call to incur additional fees until you can formulate the need concisely.
Now, we have a quick answer or aid to some common questions. These tools are not meant to cover each individual situation but to give you guidance. Then, you know more before you call us to discuss the situation further.
Some typical questions include: Should I refinance my mortgage? How much do I need to save for my child's college education? Should I buy or lease a car? Should I get a 15-year or a 30-year mortgage (easy answer in most cases - we usually recommend a 15-year mortgage and you will see why using this calculator).
We are providing these interactive financial calculators and other tools to assist you with some of the day-to-day questions and concerns that may arise. While these financial tools are not a substitute for financial advice from a qualified professional, they can be used as a starting point in your decision making process.
Of course, we are always available for that personal response that is suited to you individually and your unique situation.
Breakeven Analysis, Business Debt Consolidation Calculator, Business Valuation - Discounted Cash Flow, Cash Flow Calculator, Equipment Buy vs. Lease, Financial Ratios, Inventory Analysis, Like Kind Exchange, Working Capital Needs, More...
Accelerated Debt Payoff, Consolidation Loan Investment Calculator, Credit Card Optimizer, Credit Card Pay Off, How much do you owe?, Personal Debt Consolidation, Roll-Down Your Credit Card Debt!, More...
401(k) Calculator, 401(k) Spend It or Save It Calculator, 403(b) Savings Calculator, 72(t) Calculator, Beneficiary Required Minimum Distributions, How Important is Social Security?, Pension Plan Retirement Options, Required Minimum Distribution (RMD), Retirement Income, Retirement Pension Planner, Retirement Planner, Retirement Shortfall, Roth IRA Calculator, Roth IRA Conversion, Roth IRA vs. Traditional IRA, Social Security Benefits, Traditional IRA Calculator, More...
Benefit of Spending Less, Certificate of Deposit Calculator, College Savings, Compound Savings Calculator, Compounding and Your Return, Cool Million, Don't Delay Your Savings!, Emergency Savings Calculator, Lunch Savings, Savings Distribution Calculator, Savings Goals, Savings, Taxes, and Inflation, More...
This tool calculates a business valuation based upon the discounted cash flow methodology - illustrating how changes in projected growth rates and capital assumptions impact the business Net Present Value.
Long term care is needed by those who can't perform the basic tasks required to take care of themselves. This calculator can help you determine if you are financially prepared for this impending expense.
This calculator helps illustrate the effect of using a loan to purchase an investment or appreciable asset. Using debt as leverage to purchase investments can magnify your return. The downside is that you also increase your risk.
Income generated from municipal bond coupon payments are not subject to federal income tax and often are exempt from state taxes. Use this calculator to estimate the tax-equivalent yield (TEY) for a municipal bond.
Use this calculator to determine your Required Minimum Distributions (RMD) as an account owner of a retirement account. This financial calculator will also look at potential future year's distribution requirements.
Enter your filing status, income, deductions and credits and we will estimate your total tax. Based on your projected withholdings for the year, we can also estimate your tax refund or amount you may owe the IRS next April.
Many people can use the 1040EZ tax form instead of the more complicated 1040 to calculate their taxes. Containing only seven required inputs, the 1040EZ is one of the quickest forms to calculate your tax bill.