Other Financial Topics
Calculators
- Car Affordability
How much can you afford to pay for a car?
- Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
- Credit Card Debt
How Long Will It Take to Pay my Balance?
- Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
- Federal Income Tax
This calculator can help you estimate your annual federal income tax liability.
- Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
- Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
- Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
- Loan Payoff
How much will it cost to pay off a loan over its lifetime?
- Long-Term Care Self Insurance
Will you be able to afford nursing home care?
- Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
- Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
- Savings Accumulation
Estimate the future value of your current savings.
- Savings Goals
How much do you need to save each year to meet your long-term financial goals?
Research Articles
- Am I Prepared for Long-Term Care Expenses?
The odds of needing long-term care increase as you age. Prior planning can help protect you from financial ruin.
- How Can a Living Trust Help Me Control My Estate?
A living trust can help control the distribution of your estate upon death.
- How Long Will It Take to Double My Money?
Before making investment decisions, it is helpful to determine the real rate of return on the investment.
- How Will I Pay Estate Taxes?
If you believe your estate will be subject to estate taxes, consider how your heirs will pay the bill.
- What Are the Pitfalls of Probate?
The probate process can be lengthy and complex. There are strategies you can use to help avoid the probate process.
- What Is Tax Deferral?
There can be a substantial benefit to deferring taxes as long as possible.
- What Key Estate Planning Tools Should I Know About?
Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
Videos
- Do You Know Who Your Beneficiaries Are?
Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.
- The Latte Habit
How little things can add up over time.