Financial Calculators
Financial Calculators
These handy financial calculators cover areas of interest ranging from savings goals, to paying off credit card debt, getting your home budget in order and reviewing insurance needs, to getting a handle on your retirement situation. Be sure to contact my office if you’d like to discuss any of the financial needs covered by these calculators.
Life Guides
Life Guides
Life Guides are a form of checklist or questionnaire, designed to provide you with information and guidance on a variety of life events. Click on the one that you need and we’ll send you a copy.
Financial Concepts
Financial Concepts
Click on the areas of interest below to gain insight for financial decisions. Print them out if you wish.
Income Protection
Education Strategies
Life Insurance
Wealth Strategies
Income Protection
- Financial Independence at Retirement
- Importance of Planning for Retirement
- Capital Required at Retirement
- The Price of Delaying Retirement Savings
- Odds to Living to Retirement at Age 65 (Male)
- Odds to Living to Retirement at Age 65 (Female)
- Important Facts About Social Security Retirement Benefits
- Hypothetical Pension Benefit Results
- Long-Term Care…Did You Know?
- Need for Long-Term Care Insurance
