College Finances Retirement Insurance Taxation Investing Estate Consumer Debt How much should I be saving for college? With college costs increasing at twice the rate of inflation, it is important to start saving early. Interest working for you now in a regular savings program is much better than having interest work against you in the…
College Finances Retirement Insurance Taxation Investing Estate Consumer Debt Taxable vs. Tax-Advantaged Savings? Tax-deferral can have a dramatic effect on the growth of an investment. Use this calculator to determine the future value of an investment being subject to income tax each year versus deferring the tax until withdrawal.
College Finances Retirement Insurance Taxation Investing Estate Consumer Debt What is the long-term impact of increased investment return? It may surprise you how much more you could accumulate in savings simply by repositioning assets to potentially achieve a higher return. Even a one, two or three percent return over a short number of years can…
College Finances Retirement Insurance Taxation Investing Estate Consumer Debt Should I convert to a Roth IRA? A Roth IRA is a great way for clients to create tax-free income from their retirement assets. Yet, keep in mind that when you convert your taxable retirement assets into a Roth IRA you will generally pay ordinary income…
College Finances Retirement Insurance Taxation Investing Estate Consumer Debt What is my risk tolerance? On your way home from work, do you drive in the slow lane or the fast lane? Each person has a different propensity for risk. When investing, this risk propensity can be used to determine the percentage of your portfolio that…
College Finances Retirement Insurance Taxation Investing Estate Consumer Debt How much will I need to save for retirement? Retirement can be the saddest or happiest day of your life. This pre-retirement calculator will help you determine how well you have prepared and what you can do to improve your retirement outlook. It is important that…
College Finances Retirement Insurance Taxation Investing Estate Consumer Debt How will payroll adjustments affect my take-home pay? Contributions to a qualified plan, participation in a company-sponsored cafeteria plan, change in filing status, or the number of allowances claimed will have a direct impact on take-home pay. For example, due to federal tax savings, contributions to…
College Finances Retirement Insurance Taxation Investing Estate Consumer Debt How long until my savings reach my goal? Compound interest can have a dramatic affect on the growth of a single deposit. Use this calculator to determine how many years an existing savings account will take to reach your stated objective.
College Finances Retirement Insurance Taxation Investing Estate Consumer Debt What are my long-term care insurance needs? There are basically three ways to fund your long-term care needs: self-insure, qualify for Medicaid or obtain long-term care insurance. Use this calculator to determine your potential long-term care needs and how long your current assets might last.
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