Cash Flow

Finances, Financial CalculatorsLeave a comment

College Finances Retirement Insurance Taxation Investing Estate Consumer Debt What is my current cash flow? Businesses generate a source and uses of funds statement to evaluate their income and expenses and to check profitability. Similarly, a cash flow statement can help you evaluate your personal income and expenses and see if you are running ‘in…

Asset Allocation

Financial Calculators, InvestingLeave a comment

College Finances Retirement Insurance Taxation Investing Estate Consumer Debt How should I allocate my assets? Over 90 percent of investment returns are determined by how investors allocate their assets versus security selection, market timing and other factors.* Use this calculator to help determine your portfolio allocation based on your propensity for risk. * Source: Brinson,…

Estate Taxes

Estate, Financial CalculatorsLeave a comment

College Finances Retirement Insurance Taxation Investing Estate Consumer Debt What is my potential estate tax liability? In 2023 estates worth up to $12.92 million will be excluded from paying the federal estate tax. This means that the federal government could ‘inherit’ a significant portion of your estate unless you take measures to preserve your wealth.…