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Home > Calculators

Helpful Calculators

Automobile Calculators
Auto purchase - Loan versus 0% dealer financing?Should I lease or purchase an auto?What would my auto payments be?Should I upgrade to a more fuel efficient vehicle?
Cash Flow Calculators
What is my projected cash flow?Value of reducing or foregoing expenses.How much am I spending?
Insurance Calculators
How much life insurance do I need?What is my life expectancy?How much disability income insurance do I need?What are the tax advantages of an annuity?What is the future value of an annuity?
Investment Calculators
What is the value of a bond?What is my risk tolerance?
Home & Mortgage Calculators
How do closing costs impact the interest rate?What are the tax savings generated by my mortgage?Which is better, fixed or adjustable-rate mortgage?Should I rent or buy a home?Should I refinance my home mortgage (breakeven)?How much home can I afford?
Paycheck & Benefits Calculators
Convert my salary to an equivalent hourly wage.Convert my hourly wage to an equivalent salary.What is the future value of my employee stock options?What may my 401(k) be worth?What is the impact of increasing my 401(k) contribution?
Qualified Plan Calculators
How do I maximize my employer 401(k) match?I am self-employed, how much can I contribute to a retirement plan?How much retirement income can my IRA provide?How much can I contribute to an IRA?Evaluate my company pension payout options
Retirement Calculators
How much will I need to save for retirement?How does inflation impact my retirement income needs?
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7755 Center Ave Suite 1100
Huntington Beach, CA 92647

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