• Cash Flow


    • Should I live at home, on campus, or off campus?
    • What are the payments on a parental (PLUS) loan?
    • What is the value of a college education?
    • When should I begin saving for my child's college?
    • Will I be able to pay back my student loans?


    • Do I have too much debt?
    • How long until my loan is paid off?
    • How long will it take to pay off my credit card(s)?
    • Should I consolidate my personal debt into a new loan?
    • Should I pay off debt or invest?
    • What is the balance on my loan?
    • What is the impact of making extra payments on my debt?
    • What would my loan payments be?
    • Which is better: Cash up front or payments over time?

    Home and Mortgage

    • Comparing mortgage terms (i.e. 15, 20, 30 year)


    • How long will my current life insurance proceeds last?
    • How much disability income insurance do I need?
    • How much life insurance do I need?
    • What are the tax advantages of an annuity?


    • What is the value of compound interest?

    Qualified Plans

    • How much can I contribute to an IRA?
    • I'm self-employed, how much can I contribute to a retirement plan?
    • Should I convert to a Roth IRA?
    • What is my current year required minimum distribution?


    • How much retirement income may my 401(k) provide?
    • How much will I need to save for retirement?
    • Social security retirement income estimator


    • How long until my savings reach my goal?
    • Save now vs. save later


    • Capital gains (losses) tax estimator
    • How much of my social security benefit may be taxed?
    • Tax freedom day
    • Will my investment interest be deductible?