• Automotive

    • Should I lease or purchase an auto?


    • What are the tax savings of a qualified retirement/cafeteria plan?

    Cash Flow

    • What is my current cash flow?
    • What is my current net worth?


    • How much should I be saving for college?


    • How long will it take to pay off my credit card(s)?
    • What is the impact of making extra payments on my debt?
    • What would my loan payments be?
    • Which is better: Cash up front or payments over time?


    • How much will I earn in my lifetime?
    • What is my life expectancy?


    • Taxable vs. tax-advantaged savings?
    • What is my risk tolerance?
    • What is the long-term impact of increased investment return?

    Paycheck and Benefits

    • How will payroll adjustments affect my take-home pay?

    Qualified Plans

    • How much can I contribute to an IRA?
    • Should I convert to a Roth IRA?


    • How does inflation impact my retirement income needs?
    • How much will I need to save for retirement?
    • When should I begin saving for retirement?


    • How much should I save to reach my goal?
    • Calculate rate of return
    • How long until my savings reach my goal?
    • How long will it take to double my savings?
    • What could my current savings grow to?


    • Federal income tax estimator
    • Should I adjust my payroll withholdings?