Resources

Taxes

IRS Website

IRS Small Businesses / Self Employed

IRS Forms and Instructions

Government Agencies 

SSA

News

Wallstreet Journal

NY Times

Financial Calculators

PLEASE NOTE: The information being provided is from a non-affiliated third party and is strictly as a courtesy. When you make use of these calculators you assume total responsibility for the information and results. We make no representation as to the completeness or accuracy of information provided by the third party. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. This information should not be used as the basis for any investment decisions. Please speak to your Financial Advisor before making any investment decisions.

Retirement 

Estimate Social Security

Inflation on Retirement 

Convert Discretionary Expenses to Savings

Becoming a Millionaire

How long will it take to double my money?

How long until my savings reach my goal?

Save Now vs. Save Later

How much should I save to reach my goal?

What will my current savings grow to?

Calculate Rate of Return

How do taxes and inflation impact my return?

Insurance

What is my life expectancy?

What are the chances of becoming disabled?  

How much will I earn in my lifetime?

What are the tax advantages of an annuity?

How long will my current life insurance proceeds last?

Taxation

Federal Income Tax Calculator

How much self-employment tax will I pay?

What is my tax-equivalent yield?

Tax Refund Estimator

Tax Freedom Day

Home & Mortgage

Comprehensive mortgage calculator

Should I convert to a bi-weekly payment schedule?

What are the tax savings generated by my mortgage?

Compare an interest-only versus traditional mortgage

College

Will I be able to pay back my student loans?

Advantages of the Coverdell ESA.

Advantages of a 529 College Savings Plan

What is the value of a college education?

What are the payments on a parental (PLUS) loan?

Cash Flow

Should I pay down debt or invest more?

How long will my money last?

Historical inflation – Compare purchasing power

Credit

How long will it take to pay off my credit card(s)?

How long until my loan is paid off?

What would my loan payments be?

What is the balance on my loan?

Which is better, cash up front or payments over time?

What is the impact of making extra debt payments?

Should I pay off debts or invest the money?

Paycheck & Benefits

Convert my salary to an equivalent hourly wage

Convert my hourly wage to an equivalent salary

Auto

Auto purchase – Loan vs. 0% dealer financing?

What would my auto payments be?

Auto loan – Accelerated payoff

FINRA Calculators

Smart Bond Investing Accrued Interest Calculator

Retirement Calculator

College Savings Calculator

Savings Calculator

401(k) and IRA Minimum Required Distribution Calculator

401(k) ‘Save the Max’ Calculator