Other Financial Topics
Calculators
- Car Affordability
How much can you afford to pay for a car?
- Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
- Credit Card Debt
How Long Will It Take to Pay my Balance?
- Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
- Federal Income Tax
This calculator can help you estimate your annual federal income tax liability.
- Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
- Lease Payment
How much would your monthly lease payment be?
- Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
- Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
- Loan Payoff
How much will it cost to pay off a loan over its lifetime?
- Long-Term Care Self Insurance
Will you be able to afford nursing home care?
- Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
- Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
- Savings Accumulation
Estimate the future value of your current savings.
- Savings Goals
How much do you need to save each year to meet your long-term financial goals?
Flipbooks
- Financial Management Insight: Strategies to Help Build Your Future
The decisions you make about money form the basis for your financial future and can help you pursue your goals.
- Financial Protection: Using Insurance to Help Manage Life’s Risks
Home, auto, life, disability — Protect your financial interests by having the appropriate insurance coverage.
- Time to Get Tax-Savvy: Managing Your Tax Burden
Understanding tax rules and spotting tax-saving opportunities might help you put the money to better use.
- Wealth Preservation: Planning to Leave a Legacy
An estate planning strategy could increase the value of your estate and help avoid potential conflicts and delays.
Research Articles
- Am I Prepared for Long-Term Care Expenses?
The odds of needing long-term care increase as you age. Prior planning can help protect you from financial ruin.
- Do I Need Disability Income Insurance?
Knowing the basics of a disability income insurance policy is a good first step toward protecting your family.
- How Likely Am I to Need Long-Term Care?
If you were to suffer an illness or disability that required long-term nursing care, would you be covered?
- How Long Will It Take to Double My Money?
Before making investment decisions, it is helpful to determine the real rate of return on the investment.
- United States Tax History
United States tax law is a constantly changing landscape. The latest major piece of tax legislation is the Tax Cuts and Jobs Act of 2017.
- What Are Some Tips for Managing My Money?
A sound cash management program uses a disciplined approach: accounting, analysis, allocation, and adjustment.
- What Are the Pitfalls of Probate?
The probate process can be lengthy and complex. There are strategies you can use to help avoid the probate process.
- What Is Tax Deferral?
There can be a substantial benefit to deferring taxes as long as possible.
- What Savings Alternatives Are Available?
There are a number of savings alternatives that could help you earn a reasonable rate of return.
Videos
- Do You Know Who Your Beneficiaries Are?
Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.