• Automotive

    • Should I lease or purchase an auto?

    Cash Flow

    • How long will my money last with systematic withdrawals?
    • How much am I spending?
    • How much do I need for emergencies?
    • Should I pay down debt or invest my monthly surplus?
    • What is my current cash flow?
    • What is my current net worth?
    • What is my projected cash flow?
    • What is my projected net worth?


    • What are the advantages of a 529 college savings plan?


    • Should I pay off debt or invest?


    • What is my credit score?

    Home and Mortgage

    • Comparing mortgage terms (i.e. 15, 20, 30 year)
    • How much home can I afford?
    • Should I rent or buy a home?


    • How much life insurance do I need?
    • What are my long-term care insurance needs?
    • What are my needs for burial and final expenses?
    • What are the tax advantages of an annuity?


    • What is my risk tolerance?

    Paycheck and Benefits

    • What may my 401(k) be worth?

    Qualified Plans

    • How much can I contribute to an IRA?
    • I'm self-employed, how much can I contribute to a retirement plan?
    • Should I convert to a Roth IRA?
    • What are my Stretch IRA distributions?
    • What is my current year required minimum distribution?


    • Social security retirement income estimator


    • Tax refund estimator
    • Federal income tax estimator
    • How much of my social security benefit may be taxed?