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Home > Calculators

Helpful Calculators

Automobile Calculators
What would my auto payments be?Auto purchase - Loan versus 0% dealer financing?Should I upgrade to a more fuel efficient vehicle?Auto loan - Accelerated payoffHow much vehicle can I afford?
Cash Flow Calculators
How much do I need for emergencies?Should I pay down debt or invest more?How long will my money last?Should my spouse enter the work force?What is my current net worth?What is my projected net worth?What is my current cash flow?What is my projected cash flow?Value of reducing or foregoing expenses.Historical inflation - Compare purchasing powerHow does inflation impact my standard of living?How much am I spending?
College Calculators
How much should I be saving for college?Will I be able to pay back my student loans?When should I begin saving for childs college?
Credit Calculators
How long will it take to pay off my credit card(s)?How long until my loan is paid off?Do I have too much debt?What would my loan payments be?Should I consolidate my personal debt?What is the balance owing on my loan?Re-structuring debts for accelerated payoffWhich is better, cash up front or payments over time?Should I pay off debts or invest the money?What is the impact of making extra debt payments?
Insurance Calculators
How much life insurance do I need?What is my life expectancy?How long will my current life insurance proceeds last?How much disability income insurance do I need?What are my long-term care insurance needs?What are the chances of becoming disabled?
Investment Calculators
How should I allocate my assets?Compare taxable vs. tax-free investment returnWhat is the value of a bond?What is the return on my real estate investment?What is the value of compound interest?What is the value of a call or put option?Taxable vs. tax-advantaged saving comparison.Certificate of deposit (CD) laddering strategyWhat is my risk tolerance?What is the long-term impact of increased return?Certificate of deposit (CD) analyzerWhat is the dividend yield on a stock?How do expenses impact mutual fund returns?
Home & Mortgage Calculators
How much home can I afford?Mortgage calculatorComparing mortgage terms (i.e. 15, 20, 30 year)How do closing costs impact the interest rate?What are the tax savings generated by my mortgage?Should I rent or buy a home?Adjustable rate mortgage calculator
Paycheck & Benefits Calculators
What may my 401(k) be worth?What may my 457 Plan be worth?
Qualified Plan Calculators
What will my qualified plan be worth at retirement?How do I maximize my employer 401(k) match?I am self-employed, how much can I contribute to a retirement plan?Net unrealized appreciation (NUA) vs. IRA rollover?What is the impact of early withdrawal from my 401(k)?What are my Stretch IRA distributions? What is the impact of borrowing from my 401(k) plan?What are my lump sum distribution options?What is my current year required minimum distribution?What is my projected required minimum distributions?Should I convert to a Roth IRA?
Retirement Calculators
How does inflation impact my retirement income needs?I am retired, how long will my savings last?How will retirement impact my living expenses?How much will I need to save for retirement?When should I begin saving for retirement?Should I convert discretionary expenses to savings?How much retirement income may my 401(k) provide?Compare a Roth 401(k) to a Traditional 401(K)Are my current retirement savings sufficient?
Saving Calculators
Becoming a millionaireIncome generated by a savings plan.How long will it take to double my money?How long until my savings reach my goal?Save now vs. save later How much should I save to reach my goal?What will my current savings grow to?How do taxes and inflation impact my return?What is my effective annual yield?Calculate rate of return
Taxation Calculators
What are the tax implications of paying interest?Tax freedom dayCapital gains (and losses) tax estimatorHow much self-employment tax will I pay?Will my investment interest be deductible?Should I adjust my payroll withholdings?Federal Income Tax Estimator (Current Year)What is my potential estate tax liability?Compare taxable, tax-deferred, and tax-free growthHow much of my social security benefit may be taxable?What is my taxable-equivalent yield?
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Crestline, CA 92325

23795 Lake Drive
Crestline, CA 92325

O: (909) 589-2500
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