Financial Planning Resources
Here you can find a list of financial planning resources that can aid you on your path towards total financial autonomy. I have compiled a range of free and easy-to-use calculators that can assist you as you budget for life insurance, large expenses, investments, debt management, college, and retirement. No matter what your current monetary situation is, the tools provided in these links will enable you to better make decisions regarding your financial health. Read more about my services or contact me today for more financial planning tools and information on how you can take the next step towards meeting your goals.
Life Insurance
Quote
Get a range of price estimates from top-rated providers without having to talk to an agent and apply for same-day coverage.
Savings Goal Calculator
Saving for large expenses? Use this calculator to gauge how much you need to put aside to meet your goals.
Rate of Return Calculator
Calculate the percentage of profit that you stand to gain on current or prospective investments.
Debt Payment Calculator
Formulate a plan to pay off debt using this debt payment calculator to view the timeframe as well as the monthly payment amount needed for you to become debt–free.
College Planning Calculator
Using compound interest rates, this calculator will anticipate how much you stand to save for your child’s college fund over a range of time periods so that you can better decide when to start saving.
College Savings Calculator
This tool takes the annual college cost of inflation into account to figure up how much you need to be putting aside per savings period to adequately fund your college education.
529 Savings
Calculator
Compare how much you can save for college with a state-sponsored, tax-deferred 529 savings plan vs. a taxable savings account.
Social Security Retirement Estimator
Get a free estimate of your Social Security retirement benefits and compare options to determine which are the best for you.
Social Security Ballpark Estimator
Assess the amount that you will need to save in order to comfortably fund your retirement.
Calculators are provided only as general self-help planning tools. Results depend on many factors, including the assumptions you provide and may vary with each use and over time. We do not guarantee their accuracy, or applicability to your circumstances.