Call Us 704.849.8080 ☰ ˟

CSR24 Agency Bill Payments

Non-Profit/Schools Icon

Helpful Calculators

Automobile Calculators

Should I lease or purchase an auto?Auto purchase - Loan versus 0% dealer financing?Auto loan - Accelerated payoff

Cash Flow Calculators

What is my current net worth?Value of reducing or foregoing expenses.Historical inflation - Compare purchasing power

College Calculators

How much should I be saving for college?Advantages of a 529 College Savings Plan

Credit Calculators

How long will it take to pay off my credit card(s)?What is the impact of making extra debt payments?

Insurance Calculators

How much life insurance do I need?What is my life expectancy?How much disability income insurance do I need?What are the chances of becoming disabled?What are my long-term care insurance needs?What are the tax advantages of an annuity?

Investment Calculators

What is my risk tolerance?

Home & Mortgage Calculators

Should I refinance my home mortgage (breakeven)?Mortgage calculator Should I rent or buy a home?

Paycheck & Benefits Calculators

How will payroll adjustments affect my take-home pay?What may my 401(k) be worth?What is the impact of increasing my 401(k) contribution?

Qualified Plan Calculators

Should I convert to a Roth IRA?How do I maximize my employer 401(k) match? What is the impact of borrowing from my 401(k) plan?

Retirement Calculators

How will retirement impact my living expenses?How much will I need to save for retirement?Social security retirement income estimator Compare a Roth 401(k) to a Traditional 401(K)

Saving Calculators

Becoming a millionaire

Taxation Calculators

What is my potential estate tax liability?Federal Income Tax Estimator (Current Year)Should I adjust my payroll withholdings?Capital gains (and losses) tax estimator How much of my social security benefit may be taxable?

Insurance Websites Designed and Hosted by Insurance Website Builder
Calculators designed and hosted by CalcXML