Personal Planning

1. College Funding
2. Mortgage Protection
3. Retirement Funding
4. Estate Conservation
5. Charitable Giving
6. Gifts to Children/Grandchildren
7. IRA Funding

Calculators

  • Home Affordability

    Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

  • Mortgage Acceleration

    This calculator can help you determine how soon you can pay off your mortgage.

  • Lifetime Earnings

    This calculator is designed to help you attach a dollar figure to your life’s work.

  • LTCI Cost of Waiting

    Estimate the potential cost of waiting to purchase a long-term care insurance policy.

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