Resources

We’ve compiled a “toolbox,” if you will, of different calculators and tools to help with your day-to-day financial needs. Please use these tools at your convenience, but if you have any questions, do not hesitate to give us a call at (586) 254-2010!

Financial Calculators

Estimate your RMD

 

 

 

tools2_80pxUse this calculator tool to help estimate how much your Required Minimum Distribution is.

Click here to use the Required Minimum Distribution now.

Please note this calculator may not be available on all devices.

 

How long will my current life insurance proceeds last?

 

 

 

tools2_80pxUse this calculator tool to help see how long your current life insurance proceeds will last.

Click here to see how long your life insurance proceeds will last.

Please note this calculator may not be available on all devices.

 

Social Security Retirement Income Estimator

 

 

 

tools2_80pxUse this calculator tool to help estimate your social security income.

Click here to use the Social Security Calculator now.

Please note this calculator may not be available on all devices.

 

How Inflation Impacts Retirement Income Needs

 

 

 

tools2_80pxUse this calculator tool to help see how inflation impacts your retirement income needs.

Click here to see how inflation impacts your retirement income now.

Please note this calculator may not be available on all devices.

 

What are the chances of becoming disabled?

 

 

 

tools2_80pxUse this calculator tool to help see what the chances of becoming disabled are.

Click here to see what the chances of becoming disabled are.

Please note this calculator may not be available on all devices.

 

Roth 401(k) vs. Traditional 401(k)

 

tools2_80pxShould you convert your Traditional 401(k) into a Roth 401(k)?

Click here to use the Roth 401(k) Conversion Tool now.

Please note this calculator may not be available on all devices.

 

401(k) and IRA Minimum Required Distribution Calculator

 

tools2_80pxUse this calculator to determine your RMD from a traditional 401(k) or IRA.

Click here to use the 401(k) and IRA Minimum Required Distribution Calculator now.

Please note this calculator may not be available on all devices.

 

Mortgage Calculator Tool

 

Mortgage Calculator ToolUse this calculator to help determine if you should refinance your mortgage.

Click here to use the mortgage calculator.

Please note this calculator may not be available on all devices.

 

Comprehensive Mortgage Calculator

 

 

 

tools2_80pxUse this calculator tool to calculate your mortgage.

Click here to use the comprehensive mortgage calculator.

Please note this calculator may not be available on all devices.

 

Lease vs Buy Tool

 

tools2_80pxShould you lease your next automobile or finance it? Find out with this calculator!

Click here to use the Lease vs. Buy Tool now.

Please note this calculator may not be available on all devices.

 

Becoming A Millionaire

 

 

 

tools2_80pxUse this calculator tool to help you calculate how to become a millionaire.

Click here to use the becoming a millionaire calculator now.

Please note this calculator may not be available on all devices.

 

How Much Should To Save To Reach Your Goal

 

 

 

tools2_80pxUse this calculator tool to help see how much you need to save in order to reach your goal.

Click here to see how much you need to save now.

Please note this calculator may not be available on all devices.

 

Pay Down Debt vs. Invest More

 

 

 

tools2_80pxUse this calculator tool to calculate to see if you should pay down your debt, or invest more.

Click here to use this calculator.

Please note this calculator may not be available on all devices.

 

How long will my money last?

 

 

 

tools2_80pxUse this calculator tool to calculate how long your money will last.

Click here to use this calculator.

Please note this calculator may not be available on all devices.

 

Pay Off Debts vs. Investing Money

 

 

 

tools2_80pxUse this calculator tool to calculate if you should pay off your debts or invest more money.

Click here to use this calculator.

Please note this calculator may not be available on all devices.

 

Loan Payments

 

 

 

tools2_80pxUse this calculator tool to calculate what your loan payments could be.

Click here to use this calculator.

Please note this calculator may not be available on all devices.

 

College Savings Tool

 

tools2_80pxUse this calculator tool to help develop or fine-tune your education savings plan.

Click here to use the College Savings Tool now.

Please note this calculator may not be available on all devices.

 

Paying Back Student Loans

 

 

 

tools2_80pxUse this calculator tool to calculate if you can pay back your student loans.

Click here to use the student loans calculator.

Please note this calculator may not be available on all devices.

 

Advantages of A 529 College Savings Plan

 

 

 

tools2_80pxUse this calculator tool to calculate the advantages of a 529 college savings plan.

Click here to use the 529 college savings plan calculator.

Please note this calculator may not be available on all devices.

 

Other Resources:

Visit other interesting sites out on the web. Due to the nature of the Internet, the information here is believed to be accurate but not guaranteed. Moceri & Company, P.C. disclaims liability for any errors or omissions. These are provided for your convenience.

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