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
Market Return in Election Years + Financial Market Update + 9.22.20
With the first Presidential debate one week away, the focus on the election is likely to intensify. Many investors are concerned about the potential impact on their portfolio, and the financial media knows exactly how…
September Retirement Plan Newsletter 2020
This month’s newsletter contains insights on phased retirement programs, financial wellness, tips for increasing your retirement dollars, and more…
Correction in Growth Stocks + Financial Market Update + 9.15.20
After a blistering summer rally, the high-flying growth stocks of the Nasdaq 100 hit a wall in early September. In just three trading days, the index saw its value drop by more than 10%, exceeding a threshold…
