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Home > Calculators

Helpful Calculators

Automobile Calculators
Should I lease or purchase an auto?Auto purchase - Loan versus 0% dealer financing?Should I upgrade to a more fuel efficient vehicle?How much vehicle can I afford?
Cash Flow Calculators
How much am I spending?How much do I need for emergencies?Should I pay down debt or invest more?Should my spouse enter the work force?What is my current net worth?What is my projected net worth?
College Calculators
How much should I be saving for college?Advantages of a 529 College Savings PlanWhat is the value of a college education?When should I begin saving for childs college?
Insurance Calculators
How much life insurance do I need?What are my needs for burial and final expenses?How much disability income insurance do I need?What are my long-term care insurance needs?What are the tax advantages of an annuity?
Investment Calculators
How should I allocate my assets?What is the value of a bond?What is the return on my real estate investment?What is the value of compound interest?
Home & Mortgage Calculators
How much home can I afford?Mortgage calculatorComparing mortgage terms (i.e. 15, 20, 30 year)Should I rent or buy a home?How do closing costs impact the interest rate?
Paycheck & Benefits Calculators
What may my 401(k) be worth?What is the impact of increasing my 401(k) contribution?
Qualified Plan Calculators
How much can I contribute to an IRA?How much retirement income can my IRA provide?Should I convert to a Roth IRA?What are my lump sum distribution options?How do I maximize my employer 401(k) match? What is the impact of borrowing from my 401(k) plan?What is the impact of early withdrawal from my 401(k)?What are my Stretch IRA distributions?
Retirement Calculators
How will retirement impact my living expenses?How much will I need to save for retirement?Are my current retirement savings sufficient?Social security retirement income estimatorHow does inflation impact my retirement income needs?When should I begin saving for retirement?How much retirement income may my 401(k) provide?Compare a Roth 401(k) to a Traditional 401(K)
Saving Calculators
How long will it take to double my money?Save now vs. save later How much should I save to reach my goal?Calculate rate of return
Taxation Calculators
What is my potential estate tax liability?Federal Income Tax Estimator (Current Year)Capital gains (and losses) tax estimatorHow much of my social security benefit may be taxable?What are the tax implications of paying interest?Should I itemize or take the standard deduction?
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Stuart Office
2041 E. Ocean Boulevard
Stuart, FL 34996

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