Managing Director - Investments
Our financial calculators help you run the numbers to see where you stand in your investment plans. Use them to compare possibilities or check your progress as often as you like.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
A balance sheet summarizes your assets and liabilities and reveals your net worth.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Knowing your likely life expectancy is an important factor in making long-term financial plans.
How much life insurance would you need to produce a sufficient income stream for your family?
Will you be able to afford nursing home care?
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Estimate the future value of your current savings.
How much do you need to save each year to meet your long-term financial goals?
This calculator can help you determine whether you should consider converting to a Roth IRA.