Managing Director - Investments, Senior Financial Advisor
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.
Determine whether you should consider refinancing your mortgage.
This calculator can help you determine how soon you can pay off your mortgage.
How much could you save on taxes over the next six years as a result of the lowered federal income tax rates?
Estimate how much an account could possibly accumulate using the new increased contribution limits.
How much life insurance would you need to produce a sufficient income stream for your family?
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.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
How much do you need to save each year to meet your long-term financial goals?
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Use this calculator to estimate how much income and savings you may need in retirement.
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.