CALCULATORS
RETIREMENT
The retirement calculator helps you calculate how much you should be saving in order to enjoy the standard of living you want when you retire.
DEBT PAYOFF
The debt payoff calculator shows you how much money you can save in interest by adding additional principal to your monthly payment. This is especially useful in clearing credit card debt.
MORTGAGE
The mortgage calculator helps you determine what your monthly payment will be at various loan levels and what your mortgage costs over time.
CREDIT CARD PAYOFF
The credit card calculator shows you how long it will take to pay off your credit card balance and how much you’ll end up paying in interest.
BUDGET
The budget calculator helps you keep track of monthly and annual income and expenses to ensure you meet your financial goals.
SAVINGS
The savings calculator shows you how much money you can save over time at varying savings and interest rate levels.
RECENT POSTS
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This month’s newsletter contains insights on 3(38) advisory services, former employee plan assets, plan committee charters, and more…
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For the fourth consecutive year, growth stocks have outperformed their value counterparts. The degree of outperformance in 2020, however, was on a different level. Small and mid-cap value stocks trailed…
2020: Year In Review + Financial Market Update + 1.5.2021
There are decades when nothing happens: and there are weeks where decades happen. As I sit with clients and reflect on the year that was…
