CALCULATORS
STIMULUS CHECK
The retirement calculator helps you calculate the amount users will receive via the CARES Act stimulus checks using income, filing status, and number of dependents.
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
Markets Are Forward Looking + Financial Market Update + 12.6.22
While economic growth is expected to finish 2022 off on solid footing, expectations for 2023 are not as rosy. Many investors and economists…
3 Reasons the 60-40 Portfolio Isn’t Dead + Financial Market Update + 11.29.22
The classic 60-40 portfolio, which represents an asset allocation with 60% invested in stocks and 40% in bonds, is having one of its worst…
November Retirement Plan Newsletter 2022
This month’s newsletter contains insights on auditor independence guidance for retirement plans, fiduciary documentation, and more…
About Us | Our Team | Events | Careers | Locations