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
The Wisdom of the Crowd + Financial Market Update + 2.23.21
Rather than searching for those twenty-dollar bills, investors are better served by ensuring proper diversification, managing costs/taxes, and tilting the portfolio to the factors that have been shown…
The Importance of Rebalancing + Financial Market Update + 2.16.21
The stock market has some serious momentum. After ending last year at an all-time high, the S&P 500 has continued to rally and has closed at a new record…
February Retirement Plan Newsletter 2021
This month’s newsletter contains insights on private equity investments in defined contribution plans, common fiduciary errors, and more…
