How much can you afford to pay for a car?
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
How Long Will It Take to Pay my Balance?
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
This calculator can help you estimate your annual federal income tax liability.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Knowing your likely life expectancy is an important factor in making long-term financial plans.
This calculator is designed to help you attach a dollar figure to your life’s work.
How much will it cost to pay off a loan over its lifetime?
Will you be able to afford nursing home care?
This calculator can help you determine how soon you can pay off your mortgage.
Determine whether you should consider refinancing your mortgage.
Estimate the future value of your current savings.
How much do you need to save each year to meet your long-term financial goals?
The odds of needing long-term care increase as you age. Prior planning can help protect you from financial ruin.
A living trust can help control the distribution of your estate upon death.
Before making investment decisions, it is helpful to determine the real rate of return on the investment.
If you believe your estate will be subject to estate taxes, consider how your heirs will pay the bill.
The probate process can be lengthy and complex. There are strategies you can use to help avoid the probate process.
There can be a substantial benefit to deferring taxes as long as possible.
Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.
How little things can add up over time.