Savings & Retirement Planning
How much do I need for emergencies?
Social Security retirement income estimator
How much retirement income may my 401(k) provide?
Compare a Roth 401(k) to a Traditional 401(K)
What may my 403(b) Plan be worth?
What is the impact of increasing my 403(b) contribution?
72(t) early distribution analysis
What is my current year required minimum distribution?
What is my projected required minimum distributions?
Home Buying & Refinancing
Should I refinance my mortgage?
Comparing mortgage terms (i.e., 15-, 20-, 30-year)
Should I pay discount points for a lower interest rate?
How much can I borrow from my home equity (HELOC)?
Personal Loans & Line of Credit
What would my auto payments be?
Auto loan — accelerated payoff
How much vehicle can I afford?
How much can I borrow from my home equity (HELOC)?
Business Financing & Planning
What are the tax savings of a qualified retirement/cafeteria plan?
What are my new business startup costs?
Should I pay or charge monthly, quarterly or annually?
Should I lease or buy equipment?
What are my business financial ratios?
What are my tax savings with Section 179 deduction?
Health Savings Account (HSA)
Which is better, comprehensive plan or high-deductible plan with HSA?