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Should I lease or purchase an auto?
Auto purchase - Loan versus 0% dealer financing?
How much vehicle can I afford?
Should I upgrade to a more fuel efficient vehicle?
Cash Flow Calculators
How much am I spending?
How much do I need for emergencies?
Should I pay down debt or invest more?
Should my spouse enter the work force?
What is my current net worth?
What is my projected net worth?
How much should I be saving for college?
Advantages of a 529 College Savings Plan
What is the value of a college education?
When should I begin saving for childs college?
How much life insurance do I need?
What are my needs for burial and final expenses?
How much disability income insurance do I need?
What are my long-term care insurance needs?
What are the tax advantages of an annuity?
How should I allocate my assets?
What is the value of compound interest?
What is the value of a bond?
What is the return on my real estate investment?
Home & Mortgage Calculators
How do closing costs impact the interest rate?
How much home can I afford?
Comparing mortgage terms (i.e. 15, 20, 30 year)
Should I rent or buy a home?
Paycheck & Benefits Calculators
What is the impact of increasing my 401(k) contribution?
What may my 401(k) be worth?
Qualified Plan Calculators
What is the impact of borrowing from my 401(k) plan?
What is the impact of early withdrawal from my 401(k)?
How do I maximize my employer 401(k) match?
What are my lump sum distribution options?
Should I convert to a Roth IRA?
How much retirement income can my IRA provide?
What are my Stretch IRA distributions?
How much can I contribute to an IRA?
How will retirement impact my living expenses?
Are my current retirement savings sufficient?
Social security retirement income estimator
Compare a Roth 401(k) to a Traditional 401(K)
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 retirement income may my 401(k) provide?
How long will it take to double my money?
Save now vs. save later
How much should I save to reach my goal?
Calculate rate of return
What is my potential estate tax liability?
Federal Income Tax Estimator (Current Year)
How much of my social security benefit may be taxable?
What are the tax implications of paying interest?
Should I itemize or take the standard deduction?
Capital gains (and losses) tax estimator
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2041 E. Ocean Blvd.
Stuart, FL 34996
Hours: M-F 8am-4.30pm
400 N. Cypress Drive, Ste 24
Tequesta, FL 33469
Hours: M-F 8.30am-5pm
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