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Home > Calculators

Helpful Calculators

Automobile Calculators
Auto loan - Accelerated payoffShould I lease or purchase an auto?Auto purchase - Loan versus 0% dealer financing?
Cash Flow Calculators
Value of reducing or foregoing expenses.Historical inflation - Compare purchasing powerWhat is my current net worth?
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
What are the tax advantages of an annuity?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?
Investment Calculators
What is my risk tolerance?
Home & Mortgage Calculators
Should I rent or buy a home?Should I refinance my home mortgage (breakeven)?Mortgage calculator
Paycheck & Benefits Calculators
What may my 401(k) be worth?What is the impact of increasing my 401(k) contribution?How will payroll adjustments affect my take-home pay?
Qualified Plan Calculators
What is the impact of borrowing from my 401(k) plan?How do I maximize my employer 401(k) match?Should I convert to a Roth IRA?
Retirement Calculators
How will retirement impact my living expenses?How much will I need to save for retirement?Social security retirement income estimatorCompare a Roth 401(k) to a Traditional 401(K)
Saving Calculators
Becoming a millionaire
Taxation Calculators
Capital gains (and losses) tax estimatorWhat is my potential estate tax liability?Federal Income Tax Estimator (Current Year)Should I adjust my payroll withholdings?How much of my social security benefit may be taxable?
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Location 2509 Plantation Center Dr
Matthews, NC 28105

Local: 704.849.8080
Toll Free: 888.867.1544
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