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

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.

Mortgage Calculator Tool

Mortgage Calculator ToolClick here to use this free calculator tool to help determine if you should refinance your mortgage.

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.

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.

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.

 

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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