Financial Records Organization, Education Planning, Corporate Retirement Plans, Aging In Place, and Other Financial Calculators – the Education Planning and Corporate Retirement Plans would link up to the same page as the Our Services.

Financial Calculators

College Planning

How much should I be saving for college?
Go to the Calculator

Home Ownership

How much home can I afford?
Go to the Calculator

Home Ownership

Should I refinance my mortgage?
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Home Ownership

How much will my mortgage be?
Go to the Calculator

Insurance

How much life insurance do I need?
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Insurance

What are my long term care needs?
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Paycheck & Benefits

What may my 401(k) be worth?
Go to the Calculator

Paycheck & Benefits

What is the impact of increasing my 401(k) contribution?
Go to the Calculator

Qualified Plans

How much can I contribute to an IRA?
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Qualified Plans

I’m self-employed, how much can I contribute to a retirement plan?
Go to the Calculator

Copy of Retirement

Are my current retirement savings sufficient?
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Retirement

How much retirement income may my 401(k) provide?
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Saving

Becoming a Millionaire
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Taxation

How much of my social security benefit may be taxed?
Go to the Calculator