Auto

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 may not always be the best financial decision versus purchasing the vehicle outright and financing it with a low interest loan. Auto Purchase: Loan Versus 0% Dealer Financing? At […]

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Taxation

What Is My Potential Estate Tax Liability? In 2018 estates worth up to $11.2 million will be excluded from paying federal estate tax. This means that the federal government could ‘inherit’ a significant portion of your estate unless you take measures to preserve your wealth. Use this federal estate tax calculator to estimate your tax […]

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Saving

Becoming A Millionaire It may surprise you how quickly you can accumulate a million dollars. What Is The Effective Annual Yield On My Investment? The number of compounding periods per year will affect the total interest earned on an investment. For example, if an investment compounds daily it will earn more than the same investment […]

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Retirement

How Will Retirement Impact My Living Expenses? Your living expenses may increase or decrease at retirement but will likely not stay the same. You may travel more, reduce business expenses such as eating out and transportation costs, perhaps your house will be paid off. Compare The Roth 401(k) To A Traditional 401(k) Your retirement income […]

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Qualified Plans

Evaluate My Company Pension Payout Options When you reach retirement, and if your company provides a pension program, you will be offered a number of payout options. Typically, they will be the Single Life and the Joint Survivor payout options. What Is The Impact Of Borrowing From My 401(k) Plan? Some qualified retirement plans include […]

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Paycheck and Benefits

How Much Will My Company Bonus Net After Taxes? A bonus from your employer is always a good, however, you may want to estimate what you will actually take-home after federal withholding taxes, social security taxes and other deductions are taken out. What Is The Impact Of Increasing My 457 Plan Contribution? It may surprise […]

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Investment

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 other factors. Certificate Of Deposit (CD) Analyzer Use this calculator to help determine the potential interest growth and tax liability on your Certificate of Deposit. What Is The Dividend […]

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Insurance

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 creating a sound financial plan for you and your family. What Is The Future Value Of An Annuity? Unlike a taxable account, a fixed annuity enjoys the benefits of […]

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Home and Mortgage

How Much Home 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. They look at all of your liabilities and obligations as well, including auto loans, credit card debt, child support, potential property taxes and insurance, and your overall credit rating. […]

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Credit

How Long Will It Take To Pay Off My Credit Card? Americans today owe more money than ever before. The fact that ‘interest never sleeps’ means that the situation will continue to worsen unless steps are taken at the individual level to reduce or eliminate debt. Should I Pay Off Debt Or Invest? When you […]

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