FINANCIAL PLANNING
What is my current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
How much will I need to save for retirement?
This calculator can help you estimate how much you may need to save for retirement.
How much Home Can I Afford ?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
How much Should I Be Saving For College ?
This calculator can help you estimate how much you should be saving for college.
How Long Will My Money Last With Systematic Withdrawals?
This calculator may help you estimate how long funds may last given regular withdrawals.
Calculating Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimating Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Inflation and Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Paying Off A Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Potential Income From An IRA
Estimate your monthly and annual income from various IRA types.
Social Security Taxes
Estimate how much of your Social Security benefit may be considered taxable.
Tax Freedom Day
Assess how many days you'll work to pay your federal tax liability.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse, children
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
INVESTMENTS
Compare Investments
This calculator compares the net gain of a taxable investment versus a tax-advantaged one.
Contributing to an IRA
Determine if you are eligible to contribute to a traditional or Roth IRA.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Compare a Roth 401(k) to a Traditional 401(k)
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
What Is The Dividend Yield ?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Impact of Taxes and Inflation
The potential impact taxes and inflation can have on the purchasing power of an investment.
INSURANCE
Assess Your Life Insurance Needs
This calculator may help you better assess your family's needs in the event of your untimely death.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimating Long Term Care Needs
Determine your potential long-term care needs and how long your current assets might last.
What Are Tax Advantages of An Annuity?
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Happy to run through any of these calculators with you if you have any questions.
***The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. This material was developed and produced by FMG, LLC, to provide information on a topic that may be of interest. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.