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Calculators
We have provided calculator tools to help answer common financial questions. To discuss, please contact our office.
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Easily flip through information on a variety of financial topics and illustrate key financial concepts
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Explore our library of short, informative videos on a range of important topics such as the market, current events and other life-specific subjects.
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HOT TOPIC: U.S.-China Trade War: Who Pays the Price?
A look at the issues behind the trade war with China, as well as who will carry the costs of the tariffs and the potential effect on the U.S. economy.
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Need to Tap Your 401(k)? Proceed with Care
Explore an overview of rules and tax consequences for 401(k) plan hardship distributions and other early withdrawals.
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ABLE Accounts for Disability Expenses
Explore ABLE account requirements and potential benefits, including new saving opportunities under the 2017 tax law.
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What’s the Real Return on Your Investments?
Tax rates, interest rates, and inflation can all cut into the value of investment dollars. This article looks at real return on investments.
Calculators
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Retirement Plan Early Distribution
Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Personal Inflation Rate
Is your personal inflation rate higher or lower than the CPI?